If Mrs. Hall wants to discuss a stand-alone prescription drug plan after initially asking about Medicare Advantage, what must happen?

When a beneficiary like Mrs. Hall indicates her desire to discuss a different type of plan—such as moving from Medicare Advantage to a stand-alone prescription drug plan—it is essential for her to sign a new scope of appointment. This document serves as formal permission for the agent to discuss the new plan options with her.

The necessity for this process ensures that the discussion remains focused and compliant with regulatory guidelines, which are in place to protect the beneficiary's interests. By signing a new scope of appointment, Mrs. Hall confirms her intent to explore the different plan and acknowledges that it is a separate conversation from her initial inquiry about Medicare Advantage.

This requirement helps maintain clear communication and ensures that beneficiaries understand what they are being presented with, allowing them to make informed decisions about their healthcare options.