How to email and text ACA Attestation forms from AMS+ – Knowledge Base | AMS+

This article explains how to generate and send ACA Attestation forms from Individual Records and Sales Records in AMS+ by email or SMS text message.

For more on ACA forms, including training and related resources, see this feature overview.

Requirements

The Electronic ACA Consent to Contact Forms setting must be enabled in My Agency Settings. Learn more.
You must be logged into AMS+ as an Agency User or Agent CRM User.
You must be assigned to a Security Group with the Individual Visible and Edit permissions.
- If you’re an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.
You must have user account Sales permissions to View and Edit Sales Records. Learn more.
You must have added your phone number and NPN to your My Account profile settings. Learn more.

Go to a Sales Record and select the Generate ACA Forms button.
Choose the form language: English or Spanish.: This determines which email template is used (English or Spanish).
In the Form field dropdown, select the ACA Attestation option.
Select a user in the Agent field dropdown.
Enter or select a date from the date picker.
Select the SUBMIT button.: AMS+ will email a unique ACA Attestation form link to the record's primary email address. The recipient or their authorized representative can sign and submit the form.

By default, ACA forms are sent via email, but you also have the option to send them by text.

Go to the desired Individual Record, and do one of the following:: - Select the Sales link at the top and choose ACA Forms from the dropdown menu, or

- Go to the Consent tab and select the Create New button, then select ACA Forms.
Choose the form language: English or Spanish.: This determines which email template is used (English or Spanish).
In the Form field dropdown, select the ACA Attestation option.
Select a user in the Agent/User field dropdown.
Enter or select a date from the date picker.
Select the Send ACA Email button when ready.: AMS+ will email a unique ACA Attestation form link to the record's primary email address. The recipient or their authorized representative can sign and submit the form.

As with Sales Records, you can also send the form by text.

ACA Attestation forms are emailed by default. If the record includes a valid cell phone number, you can also send the form via SMS text message.

Go to the Consent tab of the desired Individual Record or Sales Record.
Locate an ACA Attestation form with the status "Requested".
Select the Text button to open the Send Text Message pop-up.: - Sales Record:

- Individual Record:
Review the pre-filled message, edit if needed, and select the Send Message button.: The message will include the ACA form link and the required compliance language.