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An electronic scope of appointment is valid for 14 days

2017 Silverscript Scope of Appointment Form-2025

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The document outlines the requirements set by the Centers for Medicare and Medicaid Services (CMS) for agents to document the scope of marketing appointments with Medicare beneficiaries. It details various Medicare plans available for discussion, including stand-alone prescription drug plans and different types of Medicare Advantage Plans. The form must be signed by the beneficiary or their authorized representative prior to any appointment, ensuring confidentiality and compliance with CMS regulations. Signing does not obligate enrollment in any plan.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What are the exceptions to the 48 hour scope of appointment rule?

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 SilverScript?

CMS has eliminated the requirement to document the scope of the appointment 48 hours prior to the appointment. Obtain a completed and signed SOA in less than three minutes with the SilverScript eSOA. The SilverScript eSOA process is quick and easy for both the agent and the client.

How to complete a scope of appointment form?

How to fill out the Scope of Appointment Form Instructions for Medicare? Understand the product types you want to discuss. Fill in the beneficiarys information accurately. Sign the form where indicated. Date the form correctly. Ensure its returned before the appointment.

What is the scope of appointment form?

After the completion of a SOA, there is a 48-hour waiting period for holding a personal marketing appointment. The two exceptions are for (1) SOAs completed during the last 4 days of a valid election period and (2) unscheduled in-person visits (walk-ins) initiated by the beneficiary.

What is the scope of appointment process?

The Scope of Appointment is an opportunity for the customer/beneficiary to select the topics they do and do not want to cover during a meeting with a Medicare insurance agent. It is one of the most important forms for Medicare agents and agencies.