Scope of appointment form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by reviewing the plan types listed. Initial in the box next to each plan type you wish to discuss with your agent. Leave boxes empty for any plans you do not want to cover.
3. Read through the descriptions provided for each plan type, such as Medicare Advantage and Prescription Drug Plans, to ensure you understand your options.
4. Sign the form at the designated area to confirm your agreement for a sales meeting with an agent. This signature indicates your consent for them to discuss the selected plans.
5. Fill in your personal details including name, address, and contact information as required in the designated fields.
6. Finally, ensure that both you and the agent sign and date the form where indicated before submitting it.

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