When are you permitted to collect a customer's name, mailing address, email address, and/or telephone number without first providing a written Privacy Notice Statement?

The collection of a customer's personal information, such as their name, mailing address, email address, and telephone number, without first providing a written Privacy Notice Statement is permissible in specific circumstances related to conducting authorized broker or assister functions. This is because when you are acting within the scope of your duties as a broker or assister, you have certain responsibilities that require you to collect this information in order to assist the customer effectively.

In this context, authorized broker or assister functions include providing guidance, processing applications, or assisting with plan selections under the health insurance programs. Therefore, directly collecting this information to facilitate these authorized activities is justified and aligns with regulations because it serves the purpose of enabling better service and support to the customer.

Other options suggest scenarios that are not acceptable for collecting personal information without a Privacy Notice Statement. For example, collecting information to send to another organization may violate privacy standards; knowing someone personally does not exempt the need for transparency; and starting plan selection does not, by itself, justify bypassing the necessary privacy disclosures. Thus, the option related to conducting authorized functions is the only correct situation for this collection without prior notification.