Medicare scope of appointment form

Medicare scope of appointment form

Crowe and Associates wants to help agents by giving you access to a Medicare scope of appointment form.  Under most circumstances, this form would be submitted along with the clients application.
A Scope of Appointment (SOA) is required by CMS.  In fact, when agents conduct marketing meetings, you are not allowed to market other health care related products during the appointment. You may discuss only the products the client has agreed to discuss with you before your meeting. Before you meet with a Medicare eligible consumer to discuss any Medicare
Advantage or Part D Prescription Drug plan, you must fill out  a Scope of Appointment.  This SOA will be to advise the prospective client that you will discuss only the products that you have agreed upon in advance.  The Medicare MCMG sets the Medicare marketing rules for agents every year.

When do you need a Medicare Scope of Appointment Form:

If you have an appointments with a new clients.

When you have either an In-home, office, coffee shop or other location sales appointment with your existing clients.

You do NOT need a Medicare Scope of Appointment Form if:

If you have either a Formal or Informal Sales event. Because you have to report these meetings to CMS beforehand.

During an educational event, you cannot display, distribute or collect SOAs.

When you are giving a Medicare supplement presentation.  Although it is suggested that you acquire an SOA before a Medicare Supplement appointment, if you want to present PDP options to a client in the event that they ask about them.

You should get your scope of appointment at least 24 hours before meeting with your client, whenever it is possible.  In some cases you will have to take the SOA at the time of your appointment.
If this is the case, you must document the reason for this and try to be as specific as possible on the form.  For example: if you have a client who is a walk in,  or an unexpected guest.

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You should only use  a CMS approved Medicare Scope of Appointment form.

An agent cannot create and use their own  SOA forms.  The client needs to initial each product that they plan to discuss at their appointment as well as sign and return the SOA to the agent.  The agent must then fill out all the required information in the “Agent only” part of the form.

Each SOA is valid until the end of the applicable election period.  In the event that you meet with the client a second time, you will need to fill out a new SOA.

When do you Submit your Medicare Scope of Appointment Form?
You will submit your Scope of Appointment to the carrier with every MAPD or PDP enrollment application that you send in to be processed.  This  rule also stands for electronic applications. The CMS requires all agents to keep SOA records for the current year as well as the 10 years prior.  Even in the case where an enrollment never occurred you should keep the SOA available in case CMS or any other regulatory commission makes a request to view it.

CMS Generic scope of appointment form

Recorded webinar on when a scope is needed and rule changes for scopes

SOA Form MA IND and PDP English

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