Get 2019 Scope Of Appointment Form Pdf

Completing the 2019 Scope Of Appointment Form Pdf online is a straightforward process that ensures clarity between Medicare beneficiaries and agents prior to sales meetings. This guide will walk you through the necessary steps to efficiently fill out the form.

Follow the steps to complete the form accurately and securely.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editing program.
2. Begin by entering the beneficiary or authorized representative's information at the top of the form. Ensure that all personal information is accurate and filled in correctly.
3. In the section labeled products to discuss, place your initials next to each type of product you wish to review with the agent. This includes options such as stand-alone Medicare Prescription Drug Plans and various Medicare Advantage Plans.
4. Sign and date the form where indicated for the beneficiary or authorized representative. If signing as a representative, please also print your name and describe your relationship to the beneficiary.
5. If you are the agent, complete the agent section by filling in your name, phone number, and any additional optional information about the beneficiary.
6. After all necessary sections are complete, you can save your changes, download a copy of the completed form, print it for your records, or share it as necessary.

Start filling out your documents online today for a smoother experience.