File name: 2024 Scope Of Appointment Form Pdf

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👉2024 Scope Of Appointment Form Pdf

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%PDF %âãÏÓ 0 obj >stream ñ@ÞB° 3îî,ˆ~G 4ŒòКÙA D’Øßaý¦åḈ~km_>’Ã;é—ùÔñ Ô)ã²äñ ¬ÞÙ?!qeŽ(‰!q4 D4¹íÑp{Ú:Œqš­4ö=ƒ»!œ1 ×âYS_ . Scope of Appointment Confirmation Form If you are the authorized representative, please sign above and print clearly and legibly below: Name (First and Last) Relationship to beneficiary To . By signing this form, you agree to a meeting with a sales agent to discuss the types of products you initiated above. Please note, the person who will discuss the products is employed or .  that Sales Agents use this form to ensure your appointment focuses only on the type of plan and products you are interested in. A separate form should be used for each Medicare beneficiary. Please check what you want to discuss with the Sales Agent (See the back of this page for definitions). Scope of Sales Appointment Confirmation Form The Centers for Medicare & Medicaid Services (CMS) 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 his/her authorized representative). The Centers for Medicare & Medicaid Services requires agents to document the scope of a marketing appointment prior to any one-to-one sales meeting to ensure understanding of what will be discussed between the agent and the Medicare beneficiary (or their authorized representative).