The Centers for Medicare and Medicaid Services (CMS) requires agents to document the scope of a marketing
appointment prior to any face-to-face sales meeting to ensure understanding of what will be discussed between
the agent and the Medicare beneficiary (or their authorized representative). All information provided on this
form is confidential and should be completed by each person with Medicare or his/her authorized representative.
Please mark beside the type of product(s) you want the agent to discuss.
CMS (Centers for Medicare and Medicaid Services) requires the following statement on all correspondence with Medicare Beneficiaries:
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.”