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
- 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
