Get 2013-2014 Coventry Soa Form.pdf - Maforagents.com

Filling out the 2013-2014 Coventry Scope of Appointment (SOA) Form is an essential step in documenting your appointment with a sales agent. This guide provides clear, step-by-step instructions to help you complete the form accurately and confidently.

Follow the steps to complete the form successfully.

1. Click the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Begin by filling in your details. Initial beside each type of product that you would like to discuss with the agent, including options such as Stand-alone Medicare Prescription Drug Plans and Medicare Advantage Plans.
3. If you are the authorized representative, please sign in the designated area and print your name below. Specify your relationship to the beneficiary.
4. Agents will complete their section. This includes agent name, phone number, beneficiary’s name, and any optional details like phone number or address.
5. Indicate your initial method of contact with the beneficiary. Ensure all information is accurate and complete.
6. Both the beneficiary and the agent should sign the form where indicated and provide the date of the appointment.
7. Review all completed sections of the form carefully to ensure accuracy. You can now save changes, download the completed form, print it for your records, or share it as needed.

Complete your documents online today to ensure a smooth appointment process.