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How long is a scope good for? I got one signed a couple of months ago.

A Scope of Appointment (SOA) is valid for 12 months from the date the beneficiary signed it (or from the date of their initial request for information).

What the rule says

“Market any health care related product during a marketing appointment beyond the scope agreed upon by the beneficiary, and documented by the plan in a Scope of Appointment, business reply card, or request to receive additional information, which is valid for 12 months following the date of beneficiary's signature date or the date of the beneficiary's initial request for information.”
42 CFR § 422.2264(c)(3)(iii)(A) / § 423.2264(c)(3)(iii)(A)

This is a list item from a rule stating things an MA organization or Part D sponsor may not do during a personal marketing appointment — it's naming the outer limit of what the SOA covers, not a general permission.

Note also that if you want to discuss a health-related line of business not identified in the original SOA:

“Market additional health related lines of plan business not identified prior to an individual appointment without a separate Scope of Appointment, identifying the additional lines of business to be discussed; such Scope of Appointment is valid for 12 months following the beneficiary's signature date.”
42 CFR § 422.2264(c)(3)(iii)(B) / § 423.2264(c)(3)(iii)(B)

That would require its own SOA, also valid for 12 months from signature.

Carrier and FMO rules are often stricter than CMS rules. This tool reports what CMS sources say and is not legal advice. Enrollment guidance shown is the CY 2027 version. Regulation text reflects the CY 2027 marketing rules, which apply to marketing beginning October 1, 2026.

This answer was generated by mapdbot from the sources listed below on September 23, 2026 and checked against them. Regulation text: eCFR as of 09/15/2026. It is for licensed insurance agents, is not legal advice, and does not cover carrier or FMO rules.

Sources cited

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