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How long is a scope of appointment valid for 2023?

The 48-hour rule applies to all SOA forms starting September 30, 2023. It is required any time an insurance agent or broker wants to meet with a current or prospective Medicare health plan beneficiary to discuss plans and benefits. There are two exceptions to this rule.

What are the rules for scope of appointment?

A Scope is required for each beneficiary. A husband and wife CANNOT sign the same scope. Only discuss information agreed to in the Scope of Appointment documentation. If potential enrollee wants information on a product outside of the original scope, a separate meeting must be scheduled at least 48 hours later.

What is the 48 hour scope of appointment for CMS?

The guidelines require a minimum 48-hour window between a Scope of Appointment form being completed and an appointment taking place with exceptions for beneficiary initiated walk-ins and the end of a valid enrollment period.

How long is an electronic SOA valid for?

A completed SOA is not open-ended permission for future contact. Its only valid for the duration of that transaction/appointment.

What is the scope of appointment good for?

A Scope of appointment is a form that determines what Medicare insurance products you want to cover during your meeting. The SOA can be an electric form, a paper document, or sometimes, a recorded call. This document protects Medicare beneficiaries from scams and high-pressure sales tactics.

What is a scope of appointment form?

The Scope of Appointment form is used to document an in-person appointment with a beneficiary to ensure that no other types of products are discussed outside of what the beneficiary originally requested.

How long is scope of appointment valid?

You may discuss only those products that were agreed to in advance. SOA is only valid for one completed appointment. If there is a follow-up meeting, a new SOA must be obtained.

What are the rules for scope of appointment?

The 48-hour SOA rule has returned. The guidelines require a minimum 48-hour window between a Scope of Appointment form being completed and an appointment taking place with exceptions for beneficiary initiated walk-ins and the end of a valid enrollment period.

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