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2023 scope of appointment form

Scope of Sales Appointment Confirmation Form - MAForAgents.com 2025

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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 discussions with Medicare beneficiaries prior to sales meetings. It emphasizes confidentiality, 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 detailed descriptions of various Medicare plans.

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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.