WebScope of Appointment Confirmation Form Before meeting with a Medicare beneficiary (or their authorized representative), Medicare requires that Licensed Sales Representatives 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. Webprogrammatically matching Scope of Appointment forms to Enrollment Applications, and enhanced web functionality to make it easier for agents to update and complete the Scope of Appointment. Who needs a Scope of Appointment? A Scope of Appointment is required for any individual in-person or telephonic marketing appointment with an agent.

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