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Scope of Appointment

 

The Centers for Medicare and Medicaid Services (CMS) requires agents to document the scope of a marketing appointment prior to any individual sales meeting to ensure understanding of what will be discussed between the agent and the Medicare beneficiary (or their authorized representative). All information provided on this form is confidential and should be completed by each person with Medicare or his/her authorized representative.

Please Sign This Medicare -
Scope of Appointment

Follow the 2 step process for Digital Signature

Please remember:

There must be a 48 hour period between the signing of this consent form and the actual meeting except under special circumstances.

Scope sample

Sample

If you arrived at this page by mistake and are looking for the Marketplace Consent form, please click here.

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