Medicare and Medicare Services (CMS) requires agents to document the scope of a marketing appointment prior to any meeting using a Scope of Appointment (SOA) form.


To obtain a copy, simply Right-click (control-click on a Mac) the link and choose “Save Link As” to save to your computer the Scope_of_Appointment form.

Then sign your name and add the date under “Beneficiary or Authorized Representative Signature and Signature Date”.

You may print out the form, sign it and mail it or fax it. Or use free software to open and sign it, then save and email it.

We recommend clicking the link Adobe Acrobat Reader and installing it in your computer for opening the document and signing it.

For Android devices, use Adobe for Android
For iPhone & iPad devices, use Adobe for IOS

Here are step by step instructions on how to use Adobe Acrobat to sign the form.