Soa form 2026

1. Click ‘Get Form’ to open the Scope of Appointment Confirmation Form in the editor.
2. Begin by reviewing the purpose of the form, which is to confirm your appointment with a Licensed Sales Representative regarding specific Medicare products.
3. In the first section, check the applicable boxes for the products you wish to discuss, such as Medicare Advantage Plans or Prescription Drug Plans.
4. Next, provide your signature and date in the designated fields to confirm your agreement to meet with the representative.
5. If you are an authorized representative, ensure you print your name and relationship to the beneficiary clearly below your signature.
6. Complete any additional information required by the Licensed Sales Representative, including their name and contact details.
7. Finally, review all entries for accuracy before saving or submitting your completed form through our platform.

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