top of page

Scope of Appointment


The Centers for Medicare and Medicaid Services (CMS) requires agents to document the scope of a marketing appointment prior to any individual sales meeting to ensure understanding of what will be discussed between the agent and the Medicare beneficiary (or their authorized representative). All information provided on this form is confidential and should be completed by each person with Medicare or his/her authorized representative.


Medicare Scope of Appointment

Please remember:

There must be a 48 hour period between the signing of this consent form and the actual meeting except under special circumstances.

Ready to proceed?

Follow the 2 step process for Digital Signature

Scope sample


bottom of page