For scope of appointment purposes, which statement is true?

• A. It identifies the beneficiary's preferred products
• B. It signals plan eligibility
• C. It indicates which products the beneficiary wishes to discuss
• D. It is optional and can be ignored

Answer: (C)

Scope of appointment is a written assurance that lets a beneficiary authorize an agent to discuss only the specific products chosen for that meeting. The key idea is that it defines which products the beneficiary wishes to discuss, not necessarily which products they prefer overall or anything about eligibility. It’s about permission and boundaries for the conversation, so the agent stays within the topics the beneficiary wants to explore. It isn’t optional and it isn’t a signal of eligibility; it’s a required, time-limited document that must be completed before discussing those products with the beneficiary.