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Enrollment Checklist
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Apply for Medicaid
Scope
Health Insurance
Consent / Update
Change My Anthem Plan
Dialysis Ins.
>
Dialysis Medicare
Dialysis/Medicare Medicaid
Medicare Insurance
Life Insurance
Life Insurance Application
I need whole life insurance
Whole life Insurnace Team
Info
Referral
Tax Referral
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YOUR CART
SCOPE OF APPOINTMENT CONFIRMATION FORM
*
Indicates required field
Clients
*
Before Meeting with a Medicare Beneficiary (or their authorized representative) Medicare requires that licensed sales representative use this form to ensure your appointment focus only on two
1.
*
Medicare Advantage Plans (Part C) and Cost Plans
2.
*
Stand-alone Medicare Prescription Drug Plan (Part D)
Licensed sales representative first and last name:
*
Dana Gaffney
I am not the beneficiary. I am his/her authorized representative (Power of attorney, etc..)
*
Yes
No
Beneficiary Information
:
Beneficiary first and last name *
*
First
Last
Beneficiary phone number
*
This is an immediate appointment. Time and date will be stamped on the email that is populated from this form
Address
*
Line 1
Line 2
City
State
Zip Code
Country
Email
*
Beneficiary/Authorized representative signature
*
First
Last
SUBMIT SCOPE OF APPOINTMENT