Long-term care plans notice of privacy practices

Aetna / CVS Health · agreement dated October 1, 2025 · Official agreement

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Sharing & Disclosure · Permission or license

Information may be used in a sale or merger of Aetna

Among the health care operations listed, Aetna may use and disclose personal information to help carry out a sale, transfer, merger or consolidation of all or part of Aetna with another entity, including due diligence related to that activity.

Details
Who
Aetna
What it does
Use and disclose information to facilitate a sale, transfer, merger or consolidation
Condition
Includes due diligence

Supporting quotations

facilitation of a sale, transfer, merger or consolidation of all or part of Aetna with another entity (including due diligence related to such activity)

Qualifications & exceptions

  • It is listed under health care operations and is stated as something that may happen, not something that will.
  • It covers all or part of Aetna.

Not stated here

  • The notice does not say what protections or restrictions bind the other entity that receives information in such a transaction.
Also annotated in the same passage (2)

Sharing & Disclosure · Permission or license

Disclosure to providers who care for you

Aetna may disclose information to doctors, hospitals and other health care providers who take care of you. For example, doctors may request medical information from Aetna to supplement their own records, and Aetna may send certain information to doctors for patient safety or other treatment-related reasons.

Details
Who
Aetna
What it does
May disclose information to providers
Condition
Providers who take care of you

Supporting quotations

Treatment: We may disclose information to doctors, hospitals and other health care providers who take care of you.
We also may send certain information to doctors for patient safety or other treatment-related reasons.

Qualifications & exceptions

  • Limited to providers who take care of you; 'may' makes it permissive.
  • 'Other treatment-related reasons' is open-ended.

Not stated here

  • The notice does not say which information is sent for patient safety reasons.
Also annotated in the same passage (1)

Sharing & Disclosure · Permission or license

Disclosure to other covered entities and their business associates

Aetna may disclose personal information to other covered entities, or to business associates of those entities, for treatment, payment and certain health care operations purposes. For example, it may disclose information to government entities, if it has been arranged for it to do so, to help determine eligibility for state or federal benefit programs such as Medicaid.

Details
Who
Aetna
What it does
May disclose personal information to other covered entities or their business associates
Why
Treatment, payment and certain health care operations; Medicaid eligibility example

Supporting quotations

Disclosures to Other Covered Entities: We may disclose personal information to other covered entities, or business associates of those entities for treatment, payment and certain health care operations purposes.
For example, we may disclose information to government entities, if it has been arranged for us to do so, in order to assist in determining eligibility for state or federal benefit programs such as Medicaid.

Qualifications & exceptions

  • Limited to treatment, payment and 'certain' health care operations purposes.
  • The government example applies only if it has been arranged for Aetna to do so.

Not stated here

  • The notice does not say which health care operations purposes count as 'certain' ones.
Also annotated in the same passage (2)

Sharing & Disclosure · Permission or license

'Aetna' means a group of affiliated entities that can share information

For this notice, 'Aetna' and 'we', 'us' and 'our' refer to all of the HMO and licensed insurer subsidiaries of Aetna Inc. These entities are designated as a single affiliated covered entity (the Aetna ACE) for federal privacy purposes. Members of the ACE can share Protected Health Information (PHI) with each other for the treatment, payment and health care operations of the ACE and as allowed by HIPAA and this notice. The full list of members is available by contacting the Aetna Privacy Office at PrivacyAetna@aetna.com.

Details
Who
HMO and licensed insurer subsidiaries of Aetna Inc. (the Aetna ACE)
What it does
Share PHI with each other
Why
Treatment, payment and health care operations of the ACE; as allowed by HIPAA and the notice
Condition
Full member list from Aetna Privacy Office

Supporting quotations

For purposes of this notice, “Aetna” and the pronouns “we,” “us” and “our” refer to all of the HMO and licensed insurer subsidiaries of Aetna
Inc. These entities have been designated as a single affiliated covered entity for federal privacy purposes. The members of the Aetna ACE can share Protected Health Information (PHI) with each other. We do this for the treatment, payment and health care operations of the Aetna ACE and as allowed by HIPAA and this Notice.
For a full list of the members of the Aetna ACE, contact the Aetna Privacy Office at PrivacyAetna@aetna.com.

Qualifications & exceptions

  • The sharing among ACE members is limited to treatment, payment and health care operations of the ACE and what HIPAA and the notice allow.
  • The definition applies to HMO and licensed insurer subsidiaries, not to every Aetna Inc. affiliate.

Not stated here

  • The notice does not list the ACE members; the list must be requested from the Aetna Privacy Office.

Sharing & Disclosure · Permission or license

Disclosure to researchers

Aetna may disclose personal information in support of research, to researchers, provided measures are taken to protect your privacy. This is listed as one of the additional reasons for disclosure, separate from the health services research that the notice lists as a health care operation.

Details
Who
Aetna
What it does
May disclose information to researchers
Condition
Measures are taken to protect your privacy

Supporting quotations

Research – to researchers, provided measures are taken to protect your privacy.
We also may disclose such information in support of:

Qualifications & exceptions

  • The condition is that measures are taken to protect your privacy.
  • 'May' makes this a permission; the section lists it among reasons Aetna may disclose information without asking for authorization.

Not stated here

  • The notice does not say what privacy measures are taken, who the researchers are, or whether information is de-identified.
Also annotated in the same passage (1)

Sharing & Disclosure · Permission or license

Disclosure to business partners who provide services

Aetna may disclose personal information to persons who provide services to it and assure it they will protect the information.

Details
Who
Aetna
What it does
May disclose information to service providers
Condition
They assure Aetna they will protect the information

Supporting quotations

Business Partners – to persons who provide services to us and assure us they will protect the information.

Qualifications & exceptions

  • Recipients are limited to persons who provide services to Aetna and who assure Aetna they will protect the information.

Not stated here

  • The notice does not say which kinds of service providers receive information, what the assurance consists of, or how it is enforced.

Sharing & Disclosure · Permission or license

Disclosure about deceased persons and for organ donation

Aetna may disclose information to a coroner or medical examiner to identify a deceased person, determine a cause of death, or as authorized by law, and to funeral directors as necessary to carry out their duties. It may also respond to organ donation groups to facilitate donation and transplantation.

Details
Who
Aetna
What it does
May disclose information
Why
Identifying a deceased person, cause of death, funeral duties, organ donation

Supporting quotations

Decedents – to a coroner or medical examiner for the purpose of identifying a deceased person, determining a cause of death, or as authorized by law; and to funeral directors as necessary to carry out their duties.
Organ Procurement – to respond to organ donation groups for the purpose of facilitating donation and transplantation.

Qualifications & exceptions

  • Funeral director disclosures are limited to what is necessary to carry out their duties.
  • Organ procurement disclosures are for facilitating donation and transplantation.

Sharing & Disclosure · Permission or license

Disclosure to a relative, friend or caregiver

Aetna may disclose health information to a relative, a friend, or any other person you identify, provided the information is directly relevant to that person's involvement with your health care or payment for it. For example, if a family member or caregiver calls with prior knowledge of a claim, Aetna may confirm whether the claim has been received and paid. You have the right to stop or limit this kind of disclosure by calling the toll-free hotline, 1-800-537-8521.

Details
Who
Aetna
Condition
Directly relevant to the person's involvement with your care or payment
What it does
You can stop or limit by calling the hotline

Supporting quotations

We may disclose health information about you to a relative, a friend, or any other person you identify, provided the information is directly relevant to that person’s involvement with your health care or payment for that care.
For example, if a family member or a caregiver calls us with prior knowledge of a claim, we may confirm whether or not the claim has been received and paid.
You have the right to stop or limit this kind of disclosure by calling our toll-free hotline at 1-800-537-8521.

Qualifications & exceptions

  • Limited to information directly relevant to the person's involvement with your care or payment.
  • The example involves a caller with prior knowledge of a claim and only confirms receipt and payment.
  • You can stop or limit the disclosure by calling the hotline.

Not stated here

  • The notice does not say how Aetna verifies a caller's relationship to you.

Cross-references

  • contrast (model-proposed): Right to ask Aetna to restrict uses and disclosures — This rights section words the right for disclosures to people involved in your care as a right to ask for a restriction that Aetna may not agree to, while the earlier section says you have the right to stop or limit that kind of disclosure by calling the hotline. The notice does not reconcile the two wordings.
Also annotated in the same passage (1)

Sharing & Disclosure · Context

Recipients may redisclose information outside HIPAA protection

The notice warns that PHI disclosed as permitted by HIPAA may be redisclosed by the recipient and may no longer be protected by HIPAA.

Details
What it covers
PHI disclosed as permitted by HIPAA
Condition
Recipient may redisclose; HIPAA protection may no longer apply

Supporting quotations

PHI disclosed as permitted by HIPAA may be subject to redisclosure by the recipient and no longer protected by HIPAA.

Qualifications & exceptions

  • The warning concerns PHI disclosed as permitted by HIPAA.
  • 'May be subject to' means redisclosure is possible, not certain.

Not stated here

  • The notice does not say which recipients are covered by HIPAA or what protections might still apply after redisclosure.