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Scope of Appointment Confirmation Form
The Centers for Medicare and Medicaid Services requires agents to document the scope of a marketing
appointment prior to any facetoface sales meeting
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What is scope of appointment form?
Scope of Appointment (SOA) form is a form that Medicare beneficiaries must complete in order to give permission to an insurance agent to discuss specific Medicare Advantage or Prescription Drug plans during a sales appointment.
Who is required to file scope of appointment form?
Medicare beneficiaries are required to file scope of appointment form in order to allow insurance agents to discuss specific Medicare Advantage or Prescription Drug plans.
How to fill out scope of appointment form?
To fill out a scope of appointment form, Medicare beneficiaries must provide their name, contact information, the date of the appointment, and the specific Medicare Advantage or Prescription Drug plans they are interested in discussing.
What is the purpose of scope of appointment form?
The purpose of scope of appointment form is to ensure that Medicare beneficiaries are giving explicit consent for insurance agents to discuss specific Medicare Advantage or Prescription Drug plans during a sales appointment.
What information must be reported on scope of appointment form?
Scope of Appointment (SOA) form must include the beneficiary's name, contact information, appointment date, and the specific Medicare Advantage or Prescription Drug plans they are interested in discussing.
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