How to Fill Out The SOA on the Phone

Key points:

• Must be completed before discussing Medicare Advantage (Part C) or Part D plans.
• Can be completed electronically, by paper, or recorded verbally.
• Valid for 12 months unless the beneficiary requests changes.
• Required by CMS (Centers for Medicare & Medicaid Services).

Topics on the SOA may include:

• Medicare Advantage
• Part D prescription drug plans
• Medicare Supplement (optional inclusion)
• Dental, vision, hearing, etc.

Agents who don’t obtain an SOA before discussing plans can face compliance violations.

Screen-shots

Here are some screen shots to help you submit the SOA form.

A. Text or Email

First you will recieve a the request by text or email which will contain a URL to view and submit the form. This should open a browser when you tap on it.

If a browser does not open then you can open a browser (either on your phone or laptop or any computer) and enter the URL manually.

B. Fill out the form

The form should be pre-populated with your name and address, just check it to make sure it’s correct.

1. Check all the products you want to discuss: Advantage, Supplement, Prescriptions, Ancillary.
2. Check the box at the bottom: “By checking this box, I have read and understand the contents…”
3. Press the “Submit” button to submit the form to me.

C. Thank you

When you’re done it should say Thank You.