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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.
Scope of Appointment Confirmation Form. Page 1 of 2. Before meeting with a Medicare beneficiary (or their authorized representative), Medicare requires that Sales Agents use this form to ensure your appointment focuses only on the type of plan and products you are interested in.
Must complete an SOA at least 48 hours in advance of a scheduled in-person meeting before an agent can review Medicare products during a personal marketing/sales appointment. View below the exceptions to the new ruling when the 48-hr rule DOES NOT apply. Exceptions include:
The Scope of Appointment (SOA) is a written or audio-recorded agreement between the prospect and agent. It lists all of the products to be discussed at the sales appointment. When is the Scope of Appointment required?
The Centers for Medicare & Medicaid Services (CMS) requires agents to document the scope of a marketing appointment at least 48 hours prior to any personal marketing meeting to ensure understanding of what
30 wrz 2024 · A Scope of Appointment (SOA) form is required before discussing specific Medicare plan options with a Medicare sales agent. The SOA form ensures compliance with CMS regulations, protecting beneficiaries from unsolicited sales pitches and maintaining transparency.
The Centers for Medicare and Medicaid Services requires that Sales Agents document the scope of a personal marketing appointment before meeting with a Medicare beneficiary or their authorized representative.
