Scope of Appointment

The Medicare Scope of Appointment is like an agenda for your meeting. It’s a form that you and your Medicare insurance agent sign in person or electronically that clearly identifies what specific Medicare insurance products you want to learn more about.

Below is a ready to complete Scope of Appointment. Please initial each box beside the plans you wish to discuss. This web form is securely transmitted to Eric Burns via Adobe e-signature. This is adirect link