Before discussing Medicare Advantage options with a beneficiary, what form must you obtain?

• A. Scope of appointment form
• B. A signature on a document confirming legal age
• C. A medical release form
• D. A consumer consent to telemarketing

Answer: (A)

The main idea is that you must document what topics will be discussed with the beneficiary using a Scope of Appointment form. This form records the specific Medicare topics you’re allowed to talk about (such as Medicare Advantage, Part D, or Medigap) and who will be involved in the discussion. Having this on file protects the beneficiary by ensuring conversations stay within the agreed topics and provides a clear record of consent to those topics. The form should be completed before discussing plan options and updated if topics change during the appointment. It isn’t about proving legal age, sharing medical records, or obtaining consent to telemarketing, which are unrelated to the approved scope of discussion.