7 Rugby Place    Jamestown, NY 14701
What is this Scope of Appointment business ??
The Centers for Medicare and Medicaid Services requires agents to document the scope of a
marketing appointment PRIOR to any face-to-face sales meeting to ensure understanding of
what will be discussed between the agent and the Medicare beneficiary (or their authorized

All information provided on this form is confidential and should be completed by each person
with Medicare or his/her authorized representative.
Delivering Customized Medicare Solutions since 2012