Forms

The Medicare Needs Analysis Form is a streamlined way for our current clients to have their Medicare and drug plan(s) reviewed, without them needing to have an appointment. Our agents will use the information on the form to shop the next year's Medicare options for you and will reach out if an appointment is needed.

The Medicare Scope of Appointment Form is required by CMS (The Center for Medicare & Medicaid Services) for anyone who wishes to have a Medicare meeting with one of our agents. This form gives our agents permission to discuss the topics related to the boxes that you check. Any boxes left unchecked, those products will not be able to be discussed during your meeting.