Get Appointment Confirmation Form

Filling out the Appointment Confirmation Form online is a straightforward process designed to document the scope of marketing appointments prior to your meeting with a sales agent. This guide will provide you with step-by-step instructions to complete the form efficiently and accurately.

Follow the steps to fill out the Appointment Confirmation Form online

1. Press the ‘Get Form’ button to access the Appointment Confirmation Form and open it in your preferred editor.
2. Begin by reviewing the form's content. Ensure you understand the types of products available for discussion, which include stand-alone Medicare prescription drug plans, Medicare Advantage plans, dental/vision/hearing products, critical illness and accident products, and Medicare supplement (Medigap) products.
3. In the designated section, initial beside each type of product you want the agent to discuss with you. Use clear markings to indicate your preferences.
4. Sign the form in the area labeled 'Beneficiary or Authorized Representative Signature' and provide the date of your signature to acknowledge your agreement to meet with the sales agent.
5. If you are signing as an authorized representative, write your name, relationship to the beneficiary, address, and phone number in the specified fields.
6. The agent will fill out their information, including their name, phone number, and the beneficiary's details, such as name, phone number, and address.
7. In the section for initial method of contact, indicate if you were a walk-in or how you found out about the appointment.
8. Finally, review all entered information for accuracy, then save changes, download a copy, print the form, or share it as necessary.

Complete your Appointment Confirmation Form online today for a smooth appointment process.