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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 the topics to be discussed in sales meetings with Medicare beneficiaries. It emphasizes the confidentiality of the information, the necessity for agents to be licensed and certified, and clarifies that signing the form does not obligate beneficiaries to enroll in any plans. The document also provides descriptions of various Medicare-related products that may be discussed during the appointment.

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What is the scope of an appointment?

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.

What is the scope of appointment for ACA?

The Scope of Appointment (SOA) form is a document that outlines the specific topics to be discussed during a meeting between an insurance agent and a beneficiary. It ensures that beneficiaries are informed about the nature of the meeting and the products that may be discussed, promoting transparency.

How long does a scope of appointment last?

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.

How long is a scope of appointment good for during aep?

Scopes are effective for 60 days (dont get caught with the AEP exception above). If your scope if over 60 days and you present the plan benefits, you are in violation of CMS rules. Agents are required to keep Scopes for 10 (ten) years.

What is the 48 hour rule for scope of appointment?

Understanding Medicares Scope of Appointment and the New 48-Hour Rule. Whether youre working with a Medicare agent in person, virtually, or over the phone, you need to schedule your Medicare consultation at least 48 hours after signing your Scope of Appointment (SOA).

scope of appointment form

CMS scope of appointment form 2024 PDF Medicare advantage generic scope of appointment 2022 pdf CMS Scope of Appointment PDF Generic scope of appointment form 2024 CMS scope of Appointment form 2025 PDF Generic scope of appointment 2024 PDF Generic Scope of Appointment 2025 Fillable Scope of appointment form

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When must a scope of appointment soa form be obtained?

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. In 2025, this ruling will be reinforced and maintained going forward to ensure transparency during Medicare meetings.

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What is the scope of an appointment?

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How long does a scope of appointment last?

How long is a scope of appointment good for during aep?

What is the 48 hour rule for scope of appointment?

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When must a scope of appointment soa form be obtained?

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