Broker Resources

Download Forms & Resources for Your Clients

Access and download forms and resources for your clients. Don’t hesitate to contact us if you need assistance.

Enrollment Documents

Pre-enrollment Checklist
Enrollment Form Instructions
2024 Enrollment Form – Valor, Premier & Premier Plan Plus
2024 Enrollment Form – Dual Advantage
Scope of Appointment Form
Nondiscrimination Notice
Multi-Language Interpreter Services

Completed forms may be faxed directly to our Enrollment Department at 541-768-9778 or emailed to

It is expected that the agent’s received date(s) for the completed enrollment form and completed scope of appointment form each be documented on the forms in order to be compliant.

The following plan documents are available to help you serve your clients interested in our Samaritan Advantage plans and can be used to complete an enrollment information kit.

2024 Plan Documents

2024 Plans Overview
2024 Low Income Subsidy Premium Summary
2024 Summary of Benefits – Premier & Premier Plus Plans
2024 Summary of Benefits – Valor
2024 Summary of Benefits – Samaritan Dual Advantage
2024 Prior Authorization List
Over-the-Counter Drug List
2024 Star Ratings
Medical Alert Monitoring System Information – Samaritan Advantage
Personal Emergency Response Services (PERS) FAQs – Samaritan Advantage

2023 Plan Documents

2023 Plans Overview
2023 Low Income Subsidy Premium Summary
2023 Summary of Benefits – Conventional, Premier & Premier Plus Plan (updated 2/2/2023)
2023 Prior Authorization List
Over-the-Counter Drug List

Also see detailed information on our Benefits Mastercard and Rewards & Incentives Program.

Looking for a Dentist?

To find a dental provider, choose any dental provider who has not opted-out of participating in Medicare programs. Review CMS Opt-Out List.

Find a Document

Can’t find what you’re looking for? Search our document library.

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