Updates on Mutual Of Omaha Rx SOA Forms
Effective April 1, 2019, Mutual of Omaha Rx will no longer require you to submit the Prescription Drug Plan Scope of Appointment (SOA) form to them. However, you are still required to comply with Centers for Medicare & Medicaid Services (CMS) document retention requirements. The current requirements are to retain SOAs for 10 years following the contract period.
Mutual of Omaha will perform periodic audits of agents to ensure compliance with retention guidelines.
Marketing materials are currently being updated to reflect this change.
If you have questions, please call Sales Support at (800) 693-6083.