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SCOPE OF SALES APPOINTMENT CONFIRMATION FORM The Centers for Medicare and Medicaid Services requires agents to document the scope of a marketing appointment prior to any facetoface or telephonic sales
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The authorized representative is a person or entity authorized to act on behalf of another individual or organization in legal or financial matters.
Individuals or organizations who are unable to act on their own behalf due to legal, health, or other reasons may require an authorized representative.
To fill out an authorized representative, you must provide all necessary information about the representative's identity, relationship to the individual or organization, and authorization to act on their behalf.
The purpose of an authorized representative is to ensure that someone is legally able to act on behalf of another individual or organization in various matters.
Information such as the representative's name, contact information, relationship to the individual or organization, and authorization documents must be reported.
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