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Click ‘Get Form’ to open the 2017 Silverscript Scope of Appointment Form in our editor.
Begin by reviewing the product types listed. Initial beside each product you wish to discuss with your agent, such as Medicare Advantage Plans or Stand-alone Medicare Prescription Drug Plans.
Next, provide your signature and date in the designated fields. If you are signing on behalf of someone else, include your name and relationship to the beneficiary.
Fill in the agent's details including their name, phone number, and address. Ensure that all beneficiary information is accurately completed as well.
Finally, review all entries for accuracy before saving or sending the completed form. This ensures compliance with CMS requirements.
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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.
How long is a scope of appointment form valid?
How long is the form valid? Your SOA is valid for 12 months from the date its filled out. However, if you decide to discuss a different plan with the broker than whats indicated in the SOA form, the agent will need to complete a new form before the appointment.
What is a Medicare scope of appointment form?
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.
Is a scope of appointment valid?
Your SOA is valid for 12 months from the date its filled out. However, if you decide to discuss a different plan with the broker than whats indicated in the SOA form, the agent will need to complete a new form before the appointment. Or, if necessary, the form can be completed during the appointment itself.
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by TH Jackson 2019 Cited by 1 While the three patient medication adherence scores appear to be the primary focus (SilverScript, 2014;. IEHP, 2016), other plans have utilized additional
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