Charles Schwab- General Information-Not Final

Landing Page: www.vida.com/schwab

Paying org Selection: Charles Schwab

Special Announcements: None

📚 Source of Truth Links:

VP Card: Use this for administrative and operational checks (Eligibility, program offering, exclusions).
Devices: Use Standard Device Criteria or Clinical Device FAQs Vendor Transition members DO NOT automatically receive a device form
Prescribing Overview: Use this for clinical inquiries. It houses all Pharmacy Benefits information, including Drug Coverage, formularies, and specific GLP-1 details.

B2B Eligibility ("Can I Join?")

✅ Eligible (CVS Look up via B2B) - Employees, spouses and dependents 18+ that are part of the UHC medical plan or Cobra

❌ Not Eligible direct to myHR Contact Center -MyHR@Schwab.com or 1-800-725-3535

Category	Rule	Notes for Support
GLP-1 Coverage	[Covered]	🔗 Prescribing Overview: Use this for clinical inquiries. It houses all Pharmacy Benefits information, including Drug Coverage, formularies, and specific GLP-1 details.
Gold Card Status	[Yes/No]	Yes, Vida bypasses standard Prior Auth.
Formulary	PBM: CVS Carmark	🔗 [Link to Drug List]
Medication Transition	Timeframe to enroll and engage to keep PA active	90 Day transition from 4/1/2026
Use Case	[Use Case 2]	Preferred Prescriber w/ GLP 1 Companion
Engagement Requirements	Must complete to maintain PA	Provider interaction: Completes a consultation with a Vida provider or participates in a synchronous group coaching session 1 time per month and Biometric monitoring: Measures and records a health goal or outcome metric either manually or through a connected device 1 time per week, 3 out of 4 weeks and Self-paced learning: Completes a program unit or related educational content (e.g., lesson, health screener, content card, worksheet, guided video) 1 time per week, 2 out of 4 weeks