A Medicare Scope of Appointment (SOA) form is a document that lists the specific Medicare plans (like Medicare Advantage or Part D drug plans) that a person wants to discuss with a licensed sales representative. The form, required by the Centers for Medicare & Medicaid Services (CMS), protects the beneficiary by ensuring the meeting stays focused on agreed-upon topics and is required for marketing meetings. By signing the form, beneficiaries are not obligated to enroll in a plan.
Scope of Appointment
