CMS Compliance
Scope of Appointment (SOA)
The Centers for Medicare & Medicaid Services (CMS) requires a documented Scope of Appointment before any agent can discuss Medicare Advantage (Part C) or Medicare Prescription Drug (Part D) plans with you. The form simply confirms which product types you agreed to discuss — it is not an enrollment and it does not obligate you to anything.
Download the CMS SOA form (PDF)
Official CMS Scope of Appointment form. Print, complete, and bring to your appointment or email it back to us.
Open PDF
Prefer to do it by phone?
CMS allows a recorded verbal SOA. Call us at (262) 705-2363 and we'll complete the SOA together before discussing any plans.
What you should know
- The SOA must be documented at least 48 hours before a personal marketing appointment (with limited exceptions allowed by CMS).
- You only need an SOA for Medicare Advantage and Part D discussions — not for Medicare Supplement (Medigap), health, or life insurance.
- Signing the form does not enroll you in any plan and does not affect your current coverage.
- You can refuse or modify the scope at any time.
Third-Party Marketing Organization (TPMO) Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE (TTY 1-877-486-2048), 24 hours a day / 7 days a week, to get information on all of your options. Calling the number on this page will connect you with a licensed insurance agent. We are not connected with or endorsed by the United States government or the federal Medicare program.
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