Covered California Certified Enroller Practice Exam

Before accessing a consumer's personally identifiable information (PII), what must an agent complete?

1. Authorization for Enrollment Assistance Form

2. Full medical history form

3. Consent to share information form

4. Rate their satisfaction form

The correct answer is: Authorization for Enrollment Assistance Form

The correct choice involves the necessity for an agent to have the consumer's consent before handling their personally identifiable information (PII). Specifically, the Authorization for Enrollment Assistance Form is designed to obtain explicit permission from the consumer, indicating that they agree to share relevant personal information with the agent for the purpose of receiving assistance with enrollment in health coverage. This form is a critical component of the enrollment process, as it ensures that the consumer is aware of what data will be shared and how it may be used. By securing this authorization, agents uphold the principles of transparency and respect for consumer privacy, which are crucial in maintaining trust and compliance with regulatory requirements surrounding PII. In comparison, the other options are not designed specifically for this purpose. A full medical history form would be unnecessary for accessing PII related to enrollment assistance and is usually not required until enrollment is being finalized. A consent to share information form could be relevant, but the specific term for the approval needed before accessing PII in this context is the Authorization for Enrollment Assistance Form. Lastly, a rate their satisfaction form pertains to consumer feedback and does not relate to consent for accessing personal data.