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2023 scope of appointment form

Scope of Sales Appointment Confirmation Form - MAForAgents.com 2026

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The document outlines the Scope of Sales Appointment Confirmation Form required by the Centers for Medicare and Medicaid Services (CMS) for agents to document marketing appointments with Medicare beneficiaries. It emphasizes the need for confidentiality, details the types of Medicare products to be discussed, and clarifies that signing the form does not obligate enrollment in any plan. The document also includes definitions of various Medicare plans and instructions for both beneficiaries and agents.

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Click ‘Get Form’ to open it in the editor.
Begin by reviewing the purpose of the form, which is to document the scope of your marketing appointment with a Medicare agent. Ensure you understand what will be discussed.
In the first section, initial beside the type of product(s) you want to discuss, such as Stand-alone Medicare Prescription Drug Plans (Part D) or Medicare Advantage Plans (Part C).
Next, provide your signature and date in the designated fields. If you are an authorized representative, please print your name and relationship clearly below your signature.
The agent will complete their section by filling in their name, phone number, ID, and details about the beneficiary. Ensure all information is accurate.
Finally, if applicable, check any reasons for not documenting the scope prior to the meeting and provide explanations where necessary.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the Humana scope of appointment?

Before any marketing appointments with you as a potential enrollee, Medicare brokers are required to complete a Scope of Appointment (SOA) form. This measure is in place to protect you from scams and unethical sales practices. Brokers must fill out and submit the form to you at least 48 hours before the appointment.

When must the scope of appointment be obtained?

When do Medicare agents need to collect a Scope of Appointment form from a beneficiary? Per the CMS Final Rule 2024 (opens in a new window), all Scope of Appointment forms must be gathered at least 48 hours before the appointment and this time limit should be taken literally.

Is a scope of appointment required for existing clients?

Is an SOA form required for an agent to meet with an existing client? Yes. The CMS Scope of Appointment rule doesnt differentiate between current and prospective clients.

What is the scope of appointment form?

The Scope of Appointment (SOA) is a written or audio-recorded agreement between the prospect and agent. It lists all of the products to be discussed at the sales appointment.

How long is the scope of an appointment good for?

A Scope of Appointment (SOA) is valid for 12 months from the date its signed. During your appointment, its essential to stick to the products listed in the agreed-upon scope. If you want to discuss any additional products, the beneficiary must sign a new SOA.