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Scope of Appointment Confirmation Form Scope of Appointment

Scope of Appointment Confirmation Form Scope of Appointment 2025

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The document is a Scope of Appointment Confirmation Form required by Medicare for Licensed Sales Representatives to confirm the topics of discussion with Medicare beneficiaries before meetings. It outlines various Medicare plans and products that can be discussed, including Medicare Advantage Plans, Prescription Drug Plans, and supplemental insurance options. The form ensures confidentiality and clarifies that signing it does not obligate the beneficiary to enroll in any plan.

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What is the scope of appointment form?

As a reminder, the Scope of Appointment is a document that allows the client to establish different products they would like the agent to review with them, thus protecting the client from being marketed a plan they are not interested in. There are many ways that an agent can collect a Scope of Appointment.

What is the scope of a sales appointment confirmation form?

Your Medicare broker is subject to the 48-hour rule for Medicare SOA. This means they have to fill out and provide you with the SOA form at least 48 hours before a personal marketing appointment in which they plan to discuss plans like Medicare Advantage, Medicare Advantage Prescription Drug plans, Part D, and costs.

When must the scope of appointment 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.

What is the scope of appointment?

confirmation form. The Centers for Medicare and Medicaid Services requires agents to document the scope of a marketing appointment prior to any face-to-face sales meeting to ensure understanding of what will be discussed between the agent and the Medicare beneficiary (or their authorized representative).

What is the scope of appointment for ACA?

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.

What is the scope of an 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.

Scope of Appointment Confirmation Form Scope of Appointment 2025

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