What must a beneficiary do to initiate discussions about a stand-alone prescription drug plan?

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To initiate discussions about a stand-alone prescription drug plan, a beneficiary must sign a scope of appointment. This document is essential because it establishes the parameters for the conversation between the beneficiary and the agent, ensuring that the beneficiary understands what they are discussing and that the discussion is compliant with regulatory requirements. By signing the scope of appointment, the beneficiary is formally expressing their desire to have a comprehensive discussion about prescription drug coverage options, allowing agents to proceed with providing detailed information and guidance tailored to their needs. This process protects both the beneficiary and the agent by creating clear boundaries for the conversation.

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