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Care Plus Scope of Appointment Confirmation Form 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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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.

The electronic Scope of Appointment is a CMS requirement that protects seniors by ensuring agents only discuss products seniors have approved in advance to discuss. Easily document appointments to review those Medicare products approved by seniors.

The 48-hour rule applies to all SOA forms starting September 30, 2023. It is required any time an insurance agent or broker wants to meet with a current or prospective Medicare health plan beneficiary to discuss plans and benefits. There are two exceptions to this rule.

Scope of Appointment Rules for In-Person Meetings Legally, to discuss insurance plans, an agent must have the beneficiary complete a Scope of Appointment form. A Scope of Appointment form is necessary for all in-person meetings that you have with an insurance agent when shopping for policies.

Scopes are effective for 60 days (don't get caught with the AEP exception above). If your scope if over 60 days and you present the plan benefits, you are in violation of CMS rules. Agents are required to keep Scopes for 10 (ten) years.

The guidelines require a minimum 48-hour window between a Scope of Appointment form being completed and an appointment taking place with exceptions for beneficiary initiated walk-ins and the end of a valid enrollment period.

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© Copyright 1997-2025
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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