Click Here to Fill and Submit  —->  Scope of Appointment Form


The Scope of Appointment Form is a form that Medicare and all insurance companies require from every insurance agent when a consumer wishes to learn about the alternative to Medicare called Medicare Advantage or any Prescription Drug Plan. We must keep these forms for ten years.


You only do the following:

1. Check off all the boxes you want to learn about. I can’t tell you what to check off, but I can tell you that limiting the conversation does not allow me to share some important coverage options that almost nobody knows about and some companies prefer you don’t know about.

2. Sign and Date

3. Submit



Click Here to fill and submit  —> Scope of Appointment Form


Example SOA pag1
Example SOA page 2