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  • 2016-scope-of-appointment-silverscript - Sms University

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Scope of Sales Appointment Confirmation Form 2016 The Centers for Medicare and Medicaid Services requires agents to document the scope of a marketing appointment prior to any facetoface sales meeting.

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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.

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.

Exceptions to the rule One exception to the rule is during the last four days of a valid election period. During this time, agents are permitted to get a same day Scope. The second exception is when the beneficiary walks into the agent's office without a scheduled appointment.

When must the scope of appointment be obtained for an in-person or telephonic sales presentation? Agents must obtain a scope of appointment no less than 48 hours prior to presenting and enrolling a beneficiary into a plan.

Scope of Appointment (SOA) forms are valid for 12 months. Aside from having a valid SOA for your current appointment, we encourage you to have your clients sign another one at the end of their appointment. That'll alleviate the need to wait 48 hours in the future as SOAs are valid for a full 12 months.

Requirements for a Valid Scope of Appointment Agents should not create and use their own form. Prospect must initial the product(s) they agree can be discussed at the appointment, sign, and return the SOA to the agent. The agent must complete all of the fields in the “Agent Only” area of the form.

Is an SOA form required for an agent to meet with an existing client? Yes. The CMS Scope of Appointment rule doesn't differentiate between current and prospective clients. You must collect an SOA before appointments with both current and prospective clients.

For SilverScript, a Scope of Appointment is needed whenever the agent has a meeting, regardless of venue. Agents must confirm that the client has signed the completed paper Enrollment Application. Agents must sign and date the completed paper Enrollment Application before sending it to SilverScript.

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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232