At a home visit, if a prospective enrollee asks about discussing a stand-alone Part D plan, what must occur before you discuss Part D?

• A. No special steps are needed.
• B. The prospective enrollee must sign a new scope of appointment form confirming they want to discuss Part D.
• C. You should discuss Part D without any form.
• D. You must obtain consent from a family member.

Answer: (B)

The essential rule is to obtain a signed Scope of Appointment before discussing Part D. The SOA documents that the enrollee has authorized you to talk about Part D and specifies the topics that are approved and for how long. At a home visit, if the prospective enrollee asks about a stand-alone Part D plan, you may only proceed after they sign the SOA confirming they want to discuss Part D. Without that written consent, you should not discuss Part D. The person who signs should be the enrollee, not a family member, and the form must reflect the specific topic (Part D) you’ll cover. This protects the consumer and ensures you stay within approved topics.