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When should a scope of appointment be completed?

The Scope of Appointment form should be completed by the beneficiary and returned prior to the appointment. If it is not feasible for the Scope of Appointment form to be executed prior to the appointment, an agent may have the beneficiary sign the form at the beginning of the marketing appointment.

What is an SOA form?

The SOA is a documented agreement between a Medicare beneficiary and an agent, broker, or producer. The. SOA is required by CMS. It documents the Medicare (MA, MAPD, PDP) product(s) agreed upon for discussion.

How many days is a scope of appointment good for?

Scopes are effective for 60 days (don't get caught with the AEP exception above).

How long is a SOA valid for?

Q: How long do I have to keep SOA forms? A: All documentation must be maintained for the selling year plus 10 additional years. This includes initial and second SOA forms obtained at the same appointment and any SOA form obtained regardless of whether an appointment ends in an enrollment or not.

How long is a SOA valid for?

Q: How long do I have to keep SOA forms? A: All documentation must be maintained for the selling year plus 10 additional years. This includes initial and second SOA forms obtained at the same appointment and any SOA form obtained regardless of whether an appointment ends in an enrollment or not.

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How many days is a scope of appointment good for?

Scopes are effective for 60 days (don't get caught with the AEP exception above).

How long is a SOA good for Medicare?

Agents must document their meetings with potential and current beneficiaries. The form goes on file for ten years and protects all parties.

What is the purpose of a scope of appointment?

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.

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.

Is a scope of appointment required for a telephonic presentation?

Effective immediately, field agents must obtain a Scope of Appointment (SOA) form from the consumer prior to telephonically presenting a Medicare Advantage (MA) or Prescription Drug Plan (PDP).

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