Summary of MyMedicareSearch.com Forms

Below is a list of forms that are used to Make Medicare Easy.

The initial collection of your personal information is needed to provide my full Medicare Insurance Broker services. Your information is protected and secure.

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Preliminary Information Form

The initial collection of your personal information is needed for either the first-time new client or to update information from existing clients to provide my full Medicare Insurance Broker services. Information from this form is also used to generate a Medicare Plans Quote.

Scope of Sales Appointment (SOA)

Under Medicare rules, an SOA is required before an agent-broker can discuss or review specific Medicare Advantage plans. A waiting period of 48 hours is also required. The client will receive and complete an SOA form via email or text. Click the button above for instructions on how to complete the Scope of Appointment.