Medicare requires that you confirm the plan types you’d like to discuss before your appointment.
- Medicare Advantage (Part C) and Cost Plans
- Stand-alone Prescription Drug Plans (Part D)
- Medicare Supplement (Medigap) products
- Dental, vision, hearing, and other ancillary products
In most cases Medicare requires this form at least 48 hours before an in-person or phone appointment, unless an exception applies. Selecting a plan type does not enroll you in a plan, and the agent will discuss only the products you choose. Please don’t include Social Security, Medicare, banking, or medical record numbers.
Scope of Appointment
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Contact usThere is no obligation to enroll. Your current or future Medicare enrollment status will not be affected.