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28 lis 2023 · Scope of Appointment (SOA) forms are valid for 12 months. Aside from having a valid SOA for your current appointment, we encourage you to have your clients sign another one at the end of their appointment.
For international candidates without access to a Prometric center, select exams are available in paper/pencil (P/P) format. Learn more about types of exam centers . Exams P and FM are offered as continuous registration.
26 wrz 2024 · Whether you’re working with a Medicare agent in person, virtually, or over the phone, you need to schedule your Medicare consultation at least 48 hours after signing your Scope of Appointment (SOA).
The appointment duration includes the time for you to review a pre-exam tutorial as well as a brief post-exam survey, in addition to the exam time. The exam time varies by exam and that information can be found in the first paragraph of the specific exam’s syllabus.
The Scope of Appointment is subject to CMS record retention requirements, and is valid for 12 months after the date of beneficiary’s signature date or the date of the beneficiary’s initial request for information.
9 sty 2024 · Per the CMS Final Rule 2024, all Scope of Appointment forms must be gathered at least 48 hours before the appointment — and this time limit should be taken literally. If the SOA form is taken at the time of the appointment , the reason must be documented and specifically stated as to why.
Use these plain-text Scope of Appointment email templates and resources to stay compliant when meeting with senior insurance prospects and clients each year!
