Pre-Appointment Paperwork

Prior to speaking with or meeting with any Medicare beneficiary, I must collect the following two documents once a year and save the signed documents for 10 years.

Yep. I am not kidding. If I do not, I put my license in jeopardy. No one may speak to you legally without doing so. Think about that the next time you are getting one of those calls. LOL

Anyways, being that I am a compliant guy and always want to do what is required of me to serve you the best, here we are.

Please click the following two links, open the documents, print them, sign and date, and return them to me;

Once complete, mail them to me at;

Michael Todd Oldfield
3408 Crimson King Court
Lexington, KY  40517

 

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