Get Scope Of Appointment - Providence Health Plan

The Scope Of Appointment form is a crucial document required by the Centers for Medicare and Medicaid Services before a sales meeting regarding Medicare products. This guide will help you navigate the process of filling out the form online, ensuring you clearly understand the topics that will be discussed during your appointment.

Follow the steps to complete the Scope Of Appointment online efficiently.

1. Press the ‘Get Form’ button to obtain the Scope Of Appointment form and open it in your preferred editor.
2. Carefully review the form and locate the section where you must indicate which products you want the agent to discuss. You will find various options such as stand-alone Medicare Prescription Drug Plans, Medicare Advantage Plans, and others.
3. Next to each product option, initial the choices that apply to you. This step ensures clarity on the topics that will be covered during your meeting.
4. After selecting the relevant product options, proceed to sign the form. By doing so, you are agreeing to meet with the sales agent regarding the discussed products.
5. If you are an authorized representative, make sure to sign in the designated area and print your name below along with your relationship to the beneficiary.
6. Fill out the agent's information section, where the agent will input their name, phone number, and any other necessary details.
7. Complete the beneficiary's name, phone number, and address sections to provide the necessary contact information.
8. Lastly, verify all the information provided, and once everything is accurate, save your changes, download, print, or share the form as needed.

Complete your Scope Of Appointment online today to ensure a smooth discussion with your agent.