I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.
Attestations
By clicking on this box and submitting this form, I agree to the following:
Consent to Use and Share My Personal Information (PII)
I authorize Charles P. Taylor and its licensed agents to collect, access, use, store, and disclose my personally identifiable information (PII) to assist me with:
Comparing health insurance plans
Determining my eligibility for health coverage, advance premium tax credits (APTC), cost-sharing reductions (CSR), and Medicaid/FAMIS (if applicable)
Selecting and enrolling in a Qualified Health Plan (QHP) or other health program through the Health Insurance Marketplace
Submitting or updating an application for coverage or financial assistance
Following up on my application or account, including responding to Marketplace inquiries
I understand that this consent includes information for all individuals listed on the application and that I have their permission to provide their PII for this purpose.
Acknowledgement of Privacy Notice Statement
I confirm that I have received, read, and understood the Privacy Notice Statement provided by Charles P. Taylor. This statement explains:
What personal data is collected and why
Who may access or receive my information (e.g., Marketplace, CMS, carriers)
How my data will be protected and secured
That providing this information is voluntary, but necessary for enrollment assistance
How I can file a privacy complaint or revoke this consent at any time
I understand that I may request a copy of the Privacy Notice by email or view it online at:
http://www.charlesptaylor.com/privacy-notice
Consent to Communications
I agree to receive phone calls, emails, and text messages from Charles P. Taylor regarding my application, enrollment status, or related updates. Message and data rates may apply. I can opt out of text messaging at any time by replying STOP.
Agent of Record Authorization
I designate Charles P. Taylor and its licensed agents as my Agent of Record (AOR) for health insurance coverage. As my AOR, they are authorized to:
Act on my behalf with the Marketplace
Access and update my application
Assist with plan selection and enrollment
Provide ongoing support and maintenance for my health coverage
This designation will remain in effect until I revoke it in writing by email, phone, or postal mail.
Applicant Attestations
I attest that:
I am not currently enrolled in any other health insurance unless otherwise disclosed
No one on this application is currently incarcerated
I will file a federal tax return for the year 2025 (filed in 2026) and in future years as required to maintain eligibility for APTC
I understand that the IRS will compare my estimated income to my tax return and that I may owe or receive additional tax credits as a result
If any information I provided changes (such as income, address, or household size), I will update my application through the Marketplace or notify Charles P. Taylor to assist me
I understand that not all policies include additional benefits or rewards; eligibility for these varies by plan, location, and program availability
Revocation of Consent
I understand that I may revoke or change this consent at any time by:
I acknowledge that revoking my consent may impact my ability to receive assistance or remain enrolled through the Marketplace.
Agreement & Signature
I confirm that I have read and understood this entire consent and attestation form, and all information I provided is true and accurate to the best of my knowledge.