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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.
Throughout each Annual Enrollment Period, Scope of Appointment (SOA) forms are a must-have before your meetings with beneficiaries. Below, I've broken down a few frequently asked questions about SOA forms.
Scopes are effective for 60 days (don't get caught with the AEP exception above).
You'll need a scope of appointment for an HMO or a PPO policy. How long must a Scope of Appointment form be kept? A Scope of Appointment form must remain on hand for ten years. You can request a copy of this form and get a copy without any issues.
Q: How long do I have to keep SOA forms? A: All documentation must be maintained for the selling year plus 10 additional years. This includes initial and second SOA forms obtained at the same appointment and any SOA form obtained regardless of whether an appointment ends in an enrollment or not.
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Q: How long do I have to keep SOA forms? A: All documentation must be maintained for the selling year plus 10 additional years. This includes initial and second SOA forms obtained at the same appointment and any SOA form obtained regardless of whether an appointment ends in an enrollment or not.
You'll need a scope of appointment for an HMO or a PPO policy. How long must a Scope of Appointment form be kept? A Scope of Appointment form must remain on hand for ten years. You can request a copy of this form and get a copy without any issues.
Effective immediately, field agents must obtain a Scope of Appointment (SOA) form from the consumer prior to telephonically presenting a Medicare Advantage (MA) or Prescription Drug Plan (PDP).
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.
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.

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