Scope of Sales Appointment Confirmation Form
The Centers for Medicare and Medicaid Services requires agents to document the scope of a marketing appointment prior to any face-to-face sales meeting to ensure understanding of what will be discussed between the agent and the Medicare beneficiary (or their authorized representative).
Please click on the link below for the type of appointment:
- In person and all fields on the form can be completed at the same time
- Virtual and form will be completed at different locations
Last Updated on October 15, 2021