Did you know that before you speak with someone regarding your Medicare MA/MAPD choices, you have to give them legal permission to do so? In order to protect Medicare Beneficiaries, CMS came up with a “Scope of Appointment” form.
This form should be completed in order to discuss your options with us.
When we enroll new clients onto Medicare products, we request this form be completed. If you are coming into the Office for an appointment, you can sign it then; However, if you choose to do your enrollment via telephone and email, we ask that you download the document, review it and either fax or email it to us so we can start helping you immediately! For the Scope of Appointment Sheet, please click the download button. Once you have filled it out, you can e-mail it to us at firstname.lastname@example.org or fax it to our secure Fax Number at 1-(888)287-3186