Attention all Agents·

Let this serve as a reminder that you need to get a Scope of Appointment.

 

SOA documentation is subject to the following requirements:

• The documentation may be in writing, in the form of a signed agreement by the beneficiary, or a recorded oral agreement. Any technology (e.g., conference calls, fax machines, designated recording line, pre-paid envelopes, and email) can be used to document the scope of appointment. ·
• Date of appointment ·
• Beneficiary contact information (e.g., name, address, telephone number) ·
• Written or verbal documentation of beneficiary or appointed/authorized representative agreement ·
• The product type(s) (e.g., MA, PDP, MMP) the beneficiary has agreed to discuss during the scheduled appointment ·
• Agent information (e.g., name and contact information) ·
• A statement clarifying that:

• beneficiaries are not obligated to enroll in a plan 
• current or future Medicare enrollment status will not be impacted 
• that the beneficiary is not automatically enrolled in the plan(s) discussed