Why This Form Is Required
The Medicare Scope of Appointment (SOA) form helps protect your privacy and ensures that only the Medicare topics you choose can be discussed.
Important: Signing this form does NOT require you to enroll in any Medicare plan. Signing only allows a licensed Medicare professional to discuss plan options and answer your questions.
1. Sign SOA
2. Review
3. Research Plans
4. Recommendations
What Happens Next?
- Complete and sign your Scope of Appointment.
- Your information will be reviewed.
- Research will be completed based on your specific needs.
- Plan options and recommendations will be provided.
- Most requests are reviewed within 24–48 hours.