Medicare - What Is A Scope Of Appointment Form & Do I Have To Sign One?

There are many rules and regulations that were set up by the CMS (Centers for Medicare and Medicaid Services) to help protect seniors. One is the Scope Of Appointment form.

Agents are not permitted to come to your house without an invitation. A “Scope Of Appointment” form is required to be signed by prospective clients in advance of an agent discussing their Medicare Insurance plan options. (A Scope Of Appointment form is basically just your written permission for an agent “only" to discuss the Medicare plan options listed on that form. This type of form was designed to help protect seniors from unscrupulous agents making Medicare appointments, then showing up just to sell Life Insurance, Annuities, or other unrelated products that may be more profitable for them.)

All Medicare appointments must follow the scope of appointment form options that you agreed to and signed before discussing Medicare. The scope of the appointment lists what you specifically want to discuss at the appointment whether it is a Part D plan, a Medicare Advantage Plan, or a Medicare Supplement (also known as a Medigap) plan. The agent is not allowed to talk to you about other products that are not included in the scope of the appointment. If there is another unrelated Medicare product topic to be discussed, the agent will need to make another appointment with you to discuss that topic at a later date and time.

However keep in mind by signing a Scope Of Appointment, it still does NOT obligate you to enroll in a plan. It is just giving your permission to discuss your Medicare Insurance plan options.

Note: Medicare Insurance information can be overwhelming and confusing to many people. As an independent licensed agent I can explain things to you in simple terms so you feel comfortable making a decision. Then I can help you choose and enroll in a plan that you feel fits your needs.

By the way, it doesn’t cost you any more if you enroll in a Medicare Insurance plan through me as an independent agent versus directly with an insurance company either over the phone or via the Internet, since I get paid by the insurance companies for your enrollment. Plus you will have personalized service by a local agent. If you would like my assistance, please call me at 941-404-5334.

By calling this number, I understand I will be directed to a licensed insurance sales agent.

Please take a few seconds to read what my actual clients have to say about my personalized service in their own words by clicking this link. Insurance Agents Reviews