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United Healthcare Release Policy

Thank you for your interest in aligning your United Healthcare contract under Plan Advisors.  Here are the parameters for which United Healthcare will allow release from your current FMO:

  • September 1st thru December 31st:
    • No releases will be executed
  • January 1st thru August 31st:
    • Must have been contracted for at least 6 months
    • Must obtain release letter from your current upline / FMO
      • Must be on FMO letterhead
      • Must be signed by principal or officer
      • Must state your name
      • Must be dated within the last 90 days
    • Email completed and signed release letter to jhiller@myplanadvisors.com
    • Plan Advisors will email you a new contracting link
  • If your current upline will NOT grant you a release:
    • Send a “notice of intent” to shcerts@uhc.com requesting alignment under Plan Advisors
      • cc info@planadvisors.com
    • UHC will send acknowledgment and give you the allowed realignment date
      • Realignment date will be 6 months after “notice of intent” is received
    • Notices of intent submitted after March 1st will result in realignment beginning the following year
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