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CAA Compensation Disclosure Resource Guide

1 2021 United HealthCare Services, Inc. All rights reserved. Do not distribute or reproduce without express permission from UnitedHealthcare. CAA Compensation Disclosure Resource Guide Overview of the New Broker/Agent and Consultant Disclosure Rules for Group* Health Insurance Coverage Under Section 202 in the Consolidated Appropriations Act of 2021 (CAA), agents, brokers, and consultants ( covered service providers ) must disclose actual and anticipated cash and non-cash Compensation they expect to earn in connection with the sale, renewal, and extension of group health insurance. Covered service providers must also include a description of the services they will provide under the arrangement as part of the Disclosure . This CAA Compensation Disclosure Resource Guide has been developed for use by covered service providers that will receive Compensation subject to Disclosure under the new law. Consult with your company s legal team if you have specific questions about your responsibilities under the CAA.

Dental/Vision: Service Fee Billing and Collection Agreement (if applicable) Hearing: Please contact (email address pending) Bind ASA: ASA Exhibit A . Note: Compensation agreements where UnitedHealthcare is not the payment intermediary or does not facilitate the payment of customer to broker is not included in this guide.

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