Scope of Appointment

Contact / Scope of Appointment

The Centers for Medicare & Medicaid Services (CMS) requires Signature Advantage Representatives 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). All information provided on this form is confidential and should be completed by each person with Medicare or his/her authorized representative.

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