Medicare Intake and Scope of Appointment Form

ACA Marketplace Intake and Consent Form

📋 Why We Ask You to Sign a Scope of Appointment (SOA) or Consent Form

You may be wondering why we ask you to complete a Scope of Appointment (SOA) or a consent form before we discuss Medicare or Marketplace plan details.

This requirement comes from the Centers for Medicare & Medicaid Services (CMS), the federal agency that oversees Medicare and the Health Insurance Marketplace.

🛡️ It’s Designed to Protect You

CMS requires licensed agents and brokers to document your permission before discussing certain plans to ensure:

You control what products are discussed

There are no surprise sales conversations

You are not pressured into plans you did not request

Your personal information is handled appropriately

🏥 For Medicare Beneficiaries

Before we discuss:

Medicare Advantage (Part C)

Prescription Drug Plans (Part D)

CMS requires us to complete a Scope of Appointment (SOA).

The SOA simply documents:

That you agreed to meet with us

The types of plans you want to review

The date of the appointment

It does not obligate you to enroll in anything.

🌐 For ACA / Marketplace Plans

Before we:

Access your Marketplace account

Submit or update an application

Review eligibility or financial assistance

CMS requires documented consent confirming that you authorize us to assist you.

This ensures:

Your privacy is protected

Only authorized individuals access your information

There is a clear record of your permission

🤝 What This Means for You

Signing an SOA or consent form:

✔ Does not commit you to enrolling
✔ Does not cost you anything
✔ Simply gives us permission to help
✔ Protects both you and your agent

These safeguards are in place to make sure your healthcare decisions remain fully in your control.

If you ever have questions about what you are signing, we are always happy to explain.