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The document outlines the procedures and requirements for agents regarding the Scope of Appointment (SOA) form, which must be completed before discussing Medicare Advantage (MA), Medicare Advantage Prescription Drug (MAPD), or Prescription Drug Plan (PDP) products with Medicare-eligible consumers. It emphasizes the importance of obtaining consumer consent, documenting discussions, and submitting SOA forms electronically to comply with CMS regulations. The document also details retention responsibilities, scenarios requiring a new SOA form, and guidelines for handling multiple consumers during appointments.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (41 Votes)
2010	4 Satisfied (50 Votes)

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How long is a scope of appointment form 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.

What is the scope of appointment for SOA?

What is the Scope of Appointment (SOA)? The Scope of Appointment is a document that outlines the specific topics and types of information that a Medicare sales agent or broker intends to discuss with a Medicare beneficiary during a face-to-face or telephone appointment.

What is a scope of appointment form?

What is the purpose of the 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.

When must the scope of appointment form 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.

When must a scope of appointment soa form be obtained?

The Scope of Appointment is a document that outlines the specific topics and types of information that a Medicare sales agent or broker intends to discuss with a Medicare beneficiary during a face-to-face or telephone appointment.

electronic scope of appointment form

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In which of these situations must a scope of appointment form be collected at least 48 hours prior to the interaction between the agent and beneficiary?

If a sales agent is approached by a beneficiary at a sales/marketing event and the beneficiary indicates that they want to be enrolled into a plan, the agent must collect a valid SOA and can schedule a personal sales/marketing appointment to occur at least 48 hours after obtaining the SOA.

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How long is a scope of appointment form good for?

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When must a scope of appointment soa form be obtained?

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In which of these situations must a scope of appointment form be collected at least 48 hours prior to the interaction between the agent and beneficiary?

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