For a Sovereign Select agent to compliantly meet with you we must collect a Scope of Appointment form at least 48 hours prior to discussing Medicare health or prescription plan details. This form will be valid for 12 months from signing. This allows us to relay Medicare Advantage, Part D and other related health plan information to you during our meetings and discussions. Click the link on Step 1 to complete this form and begin your Medicare Review Experience.

Step 1: Complete the Required Scope of Appointment Form

Click “Complete” button on the lower right corner of the form to start.
Click each plan option you would like your agent to have the ability to discuss during your meetings or discussions. Each product will populate with a check mark.
Click to Sign and apply your signature
Submit your document
Verify identity via Email Verification
***Once Verification is complete you will be directed to a separate webpage with your Adobe Sign confirmation. This is not the end of the review. You may exit out of the Adobe Sign confirmation page and return back to your Medicare Review Experience to complete the remaining steps.***

Confirm or Update Contact Details
Confirm or Update Current Plan Details
Confirm or Update Preferred Pharmacy
Confirm or Update Preferred Doctors and Hospitals
Confirm or Update Prescriptions
Medicare Savings Programs Check-In
Plan Satisfaction Survey
Schedule your Medicare Review Meeting (If recommended based on review findings)
Enjoy the rest of your Medicare Review Experience! So sit back relax, we have you.

Any questions or concerns please email petra@sovereignselect.com or call 262-641-4111