Get Scope Of Appointment Form - Blue Cross Of Idaho Shoppers

Filling out the Scope Of Appointment Form is an important step for individuals seeking to meet with a sales agent regarding Medicare products. This guide will provide you with clear, step-by-step instructions to help you complete the form accurately and efficiently online.

Follow the steps to fill out the Scope Of Appointment Form effectively.

1. Press the ‘Get Form’ button to access the Scope Of Appointment Form and open it in your preferred online editor.
2. Carefully read the introduction section of the form to understand its purpose and the confidentiality of your information.
3. Initial beside the type of product(s) you want the agent to discuss. Options include standalone Medicare prescription drug plans, Medicare Advantage plans, and other types outlined in the form.
4. Sign and date the form in the designated area to confirm your agreement to meet with a sales agent. If you are signing as an authorized representative, make sure to print your name and specify your relationship to the beneficiary.
5. Complete the agent section with required details including agent name, phone number, beneficiary name, phone number, and address. Indicate the initial method of contact, if applicable.
6. Once all sections of the form are filled out, review the information provided for accuracy. Make any necessary corrections before finalizing.
7. Save the completed form, and you may choose to download, print, or share it with the relevant parties as needed.

Get started now by filling out your Scope Of Appointment Form online!