Medicare Pre-Appointment Form

Why do I need to fill out a pre-appointment form?

• The pre-appointment form is required by the Centers for Medicare & Medicaid Services (CMS) to ensure we have your authorization before discussing specific plans or looking up your application details. It helps protect your privacy and ensures compliance with federal regulations.

​What is CMS, and why do they require this form?

• CMS stands for the Centers for Medicare & Medicaid Services, a federal agency overseeing Medicare and Medicaid programs. CMS requires this form to verify that you consent to discussing and reviewing your Medicare or health insurance options, ensuring transparency and protecting your interests.

How does filling out the form help the appointment process?

• Completing the pre-appointment form allows your agent to prepare thoroughly for your consultation. This preparation ensures that your appointment time is used efficiently, allowing us to focus on your specific needs and provide you with tailored recommendations.

​When do I need to complete the form?

• Please complete the form 48 hours before your scheduled appointment. CMS requires all Medicare beneficiaries to complete their pre-appointment form 48 hours prior to their appointment, known as a Scope of Appointment. This form was created to protect the interests of Medicare beneficiaries and ensure compliance with regulations.

• In Addition, this timeframe allows your agent to review your information and prepare accordingly, ensuring a smooth and productive consultation.

What if I need assistance with the form?

• If you need help filling out the form, please give us a call at 561-318-4334. We will be happy to guide you through the process and answer any questions you may have.

What information will I need to provide in the form?

• The form will ask for basic personal information, details about your current insurance coverage, and any specific health needs or concerns you may have. This information helps your agent tailor their advice and recommendations to your unique situation.

Is my information safe and secure?

• Yes, your information is handled with the utmost care and confidentiality. We adhere to strict privacy policies and regulations to ensure your personal data is protected at all times.

What happens if I don’t complete the form?

• If the form is not completed, we may not be able to discuss specific plan details or look up your application during the consultation. This could delay the process and limit the effectiveness of your appointment. If not completed this may result in rescheduling your appointment.

Can I complete the form online?

• Yes, the pre-appointment form is available online for your convenience. Simply follow the link provided in your appointment confirmation email to fill it out, or complete it above.

What is the Scope of Appointment?

• The Scope of Appointment (SOA) is a CMS-required document that outlines the topics that will be discussed during your Medicare consultation. It ensures that you are aware of and consent to the discussion topics, providing additional protection and transparency.

​By filling out the Pre-Appointment Form, you help us provide you with the best possible service, ensuring a smooth and effective process for finding and enrolling in the right Medicare plan for you. Thank you for your understanding; we look forward to assisting you.