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What is a scope of appointment form?

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.

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.

How long is a scope of appointment valid?

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 ACA?

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.

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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