Fillable Scope of Appointment “SOA” Form

Tomlin Health Insurance

Click below to fill out our electronic Scope of Appointment form. Please note we are required by law to obtain this form before we can discuss Medicare Advantage products with you, and your signature must be dated at least 48 hours before our appointment. 

Also note that our client consent and privacy practice disclosure forms are a part of this document. Signing below will also acknowledge receipt of and agreement with those documents. (We are required to provide these to all our clients annually).

If you hit any snags or need any help please give us a call at (541) 343-1999. Take care.

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