What is Scope of Appointment (SOA) and why is it required in Medicare sales?

• A. A form documenting approved discussion topics; required before discussing specific plans.
• B. A document to authorize changes in coverage.
• C. A form documenting approved discussion topics with a beneficiary; required before discussing specific plans.
• D. A form used to enroll in a new plan.

Answer: (C)

Scope of Appointment is the form that records the topics a beneficiary approves to discuss with a plan representative before any talk about specific plan options. This requirement protects the beneficiary by ensuring conversations stay within topics they’ve chosen and aren’t pushed toward particular plans. The form must be completed and signed by the beneficiary (or authorized representative) prior to discussing specific Medicare Advantage or Part D options and kept on file as part of the sales record. That’s why the best description is a form documenting approved discussion topics with a beneficiary and required before discussing specific plans.