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  • Scope Of Sales Appointment Confirmation Form 2018

Get Scope Of Sales Appointment Confirmation Form 2018-2025

Scope of Sales Appointment Confirmation Form The Centers for Medicare & Medicaid Services (CMS) 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 should be completed by the beneficiary and returned prior to the appointment. If it is not feasible for the Scope of Appointment form to be executed prior to the appointment, an agent may have the beneficiary sign the form at the beginning of the marketing appointment.

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 Medicare Scope of Appointment helps ensure you get the information you need to make an informed decision about which Medicare Advantage plan and/or Medicare Part D plan is right for you. It limits your discussion to the scope of healthcare products you agree to in advance.

You must fill it out prior to the appointment with your Medicare insurance agent, or a licensed agent must verbally cover the Scope of Appointment with you if you're talking over the phone.

Steps to completing a Medicare Scope of Appointment Form (SOA): Remember, the SOA must be documented for all marketing activities, in-person and telephonically, including walk-ins to an agent or broker office. The SOA must be completed prior to the appointment and may be a signed hard copy or telephonic recording.

How long must a Scope of Appointment form be kept? A Scope of Appointment form must remain on hand for ten years. You can request a copy of this form and get a copy without any issues.

In which of the following settings is a Scope of Appointment form NOT required to be collected? A sales seminar advertised in the local newspaper electronically.

The Scope of Appointment form should be completed by the beneficiary and returned prior to the appointment. If it is not feasible for the Scope of Appointment form to be executed prior to the appointment, an agent may have the beneficiary sign the form at the beginning of the marketing appointment.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
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