Get Scope Of Sales Appointment Confirmation Form

The Scope Of Sales Appointment Confirmation Form is an essential document for agents and Medicare beneficiaries. This guide will provide you with clear instructions on how to effectively complete this form online.

Follow the steps to fill out the form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the section for product discussion, carefully initial beside each type of product you wish the agent to discuss. The options include stand-alone Medicare Prescription Drug Plans (Part D) and Medicare Advantage Plans (Part C).
3. If you are the beneficiary or an authorized representative, provide your signature and the date you are signing the form.
4. If you are signing as an authorized representative, print your name and indicate your relationship to the beneficiary in the appropriate spaces.
5. Next, the agent will complete their section of the form, entering details such as agent name, phone number, beneficiary's name, and optional contact information like phone number and address.
6. The agent will also fill in the Medicare ID number, indicate the initial method or location of contact, and sign the document.
7. Finally, review all entered information for accuracy. Once confirmed, save any changes you made, and you can then choose to download, print, or share the completed form as needed.

Complete the Scope Of Sales Appointment Confirmation Form online today for a smoother appointment process.