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Medicare Plan Comparison FormIOffice Use Only Appointment Set:Download form to desktop. Complete all applicable information. Save, close and email file to: caac.adrc@caacal.org or Print and mail to:
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How to fill out cms scope of appointment
How to fill out cms scope of appointment
01
Obtain a copy of the CMS Scope of Appointment form (CMS-20038)
02
Fill in the date and time of the appointment
03
Provide your contact information
04
Provide the contact information of the beneficiary
05
Sign and date the form
Who needs cms scope of appointment?
01
Individuals who wish to discuss Medicare Advantage or Prescription Drug Plans with an agent or broker
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What is cms scope of appointment?
CMS scope of appointment is a form used by insurance agents to document what products they are authorized to sell to Medicare beneficiaries.
Who is required to file cms scope of appointment?
Insurance agents who sell Medicare products are required to file a CMS scope of appointment.
How to fill out cms scope of appointment?
Agents can fill out the CMS scope of appointment form online through the Medicare Learning Network.
What is the purpose of cms scope of appointment?
The purpose of the CMS scope of appointment is to ensure that insurance agents are only selling products they are authorized to sell to Medicare beneficiaries.
What information must be reported on cms scope of appointment?
The CMS scope of appointment form must include the agent's name, National Producer Number (NPN), and the products they are authorized to sell.
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