1. All requests for adding an Agent of Record (AOR) must be signed by the policyholder. The form is available for download here.

2. The agent must be appointed with Sanford Health Plan and certified to represent Align powered by Sanford Health Plan.

3. If approved, the agent change will be effective Jan. 1, 2025. The current agent will receive written notification of this AOR transfer and effective date of change. If request is denied, the requested new agent and client will receive written notification

4. AOR requests for Medicare Advantage members expire at the end of each calendar year. Agents are required to complete annual certification to maintain AOR.

5. AOR requests must be submitted by Dec. 10, 2024, to become effective Jan. 1, 2025.