Question

Mr. and Mrs. Nelson, who are current members, unexpectedly walk into Jake's insurance agency office and ask him to discuss Medicare Advantage Plans. Does Jake need to obtain a Scope of Appointment (SOA) form?

a. Yes, it is required to ensure compliance.
b. No, as they are current members, a SOA form is not needed.
c. Only if Mr. Nelson is present.
d. Only if Mrs. Nelson is present.

Answer 1

Even as current members, the Nelsons' discussion on Medicare Advantage Plans with Jake requires a Scope of Appointment form to ensure compliance with CMS regulations.

Step-by-step explanation:

When Mr. and Mrs. Nelson walk into Jake's insurance agency office to discuss Medicare Advantage Plans, Jake needs to obtain a Scope of Appointment (SOA) form before discussing any specifics with them. Even though they are current members, the Centres for Medicare and Medicaid Services require the use of an SOA to document and ensure that the discussion of products is within the scope of what the beneficiary agreed to. This is a compliance measure to protect consumers from unwanted or unsolicited marketing. Therefore, the correct answer is: a. Yes, it is required to ensure compliance.