Scope of Appointment form
A Scope of Appointment (SOA) form is required by Medicare before we can discuss certain plan options with you. It outlines the types of products you’d like to review and ensures the conversation stays focused on your choices.
Prescription Medication Form
A Current Medication List form provides details about your prescriptions so we can find the plans that best fit your needs. By sharing your medications, dosages, and frequency, we can check coverage and costs to help you avoid surprises.