Before your appointment
Insurance Forms & Appointment Resources
Two minutes of paperwork now saves twenty minutes of paperwork later. Here's the one form every person meeting with CarrieAnne needs to complete first — plus exactly how to fill it out and what to bring with you.
What Is a Scope of Appointment — and Why Do I Have to Sign One?
A Scope of Sales Appointment form is a short document, required by CMS (the federal agency that runs Medicare), that records which Medicare topics you agree to discuss before you meet with an agent. It protects you: an agent can only talk about what you approved in advance. Signing it costs nothing and commits you to nothing.
Think of it as setting the agenda for your own meeting. If you say the appointment is about Medicare Advantage and drug plans, that's what the conversation stays about — no surprise pitches for products you never asked to hear about. That's the whole point of the rule, and honestly, it's a rule we like. It matches how we work anyway: education first, zero pressure.
One more time, because it matters: completing this form does not sign you up for a plan, does not obligate you to buy anything, and does not lock you into anything. It just lets the meeting legally happen.
How Do I Fill Out the Form?
The online form takes about two minutes. The only part that trips people up is knowing which section is yours — so here's the short version:
- Enter your name, address, and phone number in the beneficiary section — that's you, the person on (or going on) Medicare
- Check the topics you'd like to discuss at your appointment
- Sign, date, and submit — you're done
Prefer to see it done first? The short video below walks through the form field by field.
Required to Watch: How to Complete the Form
Please watch this short walkthrough before completing your Scope of Appointment form. It shows exactly where your information goes, so your form comes through complete the first time and your appointment starts on schedule.
Watched it? Great — complete the form here, and we'll see you at your appointment.
What Should I Bring to My Appointment?
The more we can see, the better we can compare. Bring these four things and your appointment will run smooth as butter:
- Your Medicare card (red, white, and blue — or your plan card if you're already enrolled)
- Your prescription drug list — names and dosages of everything you take
- Your doctor list — every provider you want to keep seeing
- Your current policy information — so we can compare apples to apples
Missing something? Don't sweat it — come anyway. And if you have questions before your appointment, our FAQ page answers the common ones, our Medicare resources page collects the official links, and our contact page reaches a real human. Patricia usually picks up.
We do not offer every plan available in your area. Currently we represent 5 organizations which offer 300 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
Form Done? Let's Book Your Appointment
Once your Scope of Appointment form is in, we'll set a time that works for you — by phone, video, or in person. No pressure, no obligation. Ever.