What can Agent Suma do when assisting clients with paper enrollment forms?

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When assisting clients with paper enrollment forms, Agent Suma can fill out only the name and contact information of the applicant. This aligns with the regulations governing the roles of agents or brokers when it comes to client assistance. The agent's role is to facilitate the enrollment process, ensuring that necessary information is included while allowing the applicant to maintain control of their personal information.

Filling out the entire form would overstep boundaries, as it could be seen as taking away the applicant's autonomy in completing personal and sensitive data. Providing guidance without touching the form is limited in that it does not actively help the client fill in necessary information, which may leave them confused or overwhelmed. Submitting the form on behalf of the applicant could violate protocols that are designed to protect the applicant's privacy and rights. Therefore, the correct action for Agent Suma is to fill out only the essential identification information, ensuring compliance with regulations while assisting the client effectively.

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