Step-by-Step Medicare Enrollment Using myMFG Platform

Apr 09, 2026

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2 min read

YouTube video ID: tj1mMX5xhjA

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Before opening a Medicare Advantage application in myMFG, confirm that you are in a “ready to sell” status with the carrier. For virtual enrollments, record the sales call to satisfy CMS recording rules. A Scope of Appointment (SOA) must be secured at least 48 hours before any scheduled in‑person sales meeting. When entering the SOA, indicate whether it was obtained in person, by email, or by text, and provide any required identification number.

Client Information and Plan Details

Select the correct plan name and carrier, then fill every field marked with an asterisk—name, date of birth, gender, phone number, and address. Enter the client’s Medicare number along with Part A and Part B effective dates; these are mandatory. Disclose Medicaid status, and for HMO plans add the primary care physician’s details. If the client is applying for an Etna‑specific plan, note any current or past Etna membership.

Enrollment Form Questions

Choose the enrollment type, such as an Annual Enrollment Period (AEP) or a Special Enrollment Period (SEP). Answer health and coverage questions, including other prescription drug coverage, employment status, additional medical coverage, and long‑term care status. If the client is new to Medicare, indicate that status. Selecting “SEP” automatically displays a list of applicable codes, each with a brief statement and the relevant plan type.

Payment and Legal Disclosures

Payment can be drawn from Social Security benefits, an automatic checking or savings account, the Railroad Retirement Board, or billed by mail. Read the legal disclosures to the client; only the sections that apply to the chosen plan type need to be covered. After reading, the agent must attest to having read and agreed to the legal terms. The system records this attestation before allowing the submission to proceed.

Authorization and Final Submission

If a Power of Attorney is involved, enter the appropriate information. Specify any alternative format required for client materials—large print, braille, audio, data CD—or language preferences. Verify the writing agent’s details and confirm the agent‑of‑record status. The final step asks the agent to agree to three compliance attestations: completion of the SOA, delivery of plan documentation, and a compliant sales presentation that includes all required disclaimers. Upon successful submission, the system generates a confirmation number and a six‑page enrollment receipt.

Takeaways

Confirm carrier readiness and obtain a Scope of Appointment at least 48 hours before any in‑person sales meeting to meet CMS requirements.
All asterisk‑marked fields, Medicare numbers, and Part A/B effective dates must be entered before the application can proceed.
Choosing a Special Enrollment Period automatically displays relevant codes and plan types, streamlining the selection process.
Legal disclosures are read only for the applicable plan sections, and the agent must attest to having done so before submission.
Final submission creates a confirmation number and a six‑page receipt, completing the enrollment workflow.

Frequently Asked Questions

Why must a Scope of Appointment be obtained 48 hours before a personal sales appointment?

CMS requires a 48‑hour lead time for the Scope of Appointment to ensure the client has adequate notice and the agent can document consent. This rule helps protect consumers and provides a clear audit trail for compliance reviews.

What triggers the special enrollment period logic in myMFG?

Selecting the “Special Enrollment Period” option activates a list of SEP codes, each accompanied by a description and the applicable plan type. The system then prompts the agent to provide any additional details required for that specific code.

Does this page include the full transcript of the video?

Yes, the full transcript for this video is available on this page. Click 'Show transcript' in the sidebar to read it.

Helpful resources related to this video

If you want to practice or explore the concepts discussed in the video, these commonly used tools may help.

Professional Document Scanner For Home Office Recommended

Helps agents digitize and organize paper Scope of Appointment forms and client documents for compliant record-keeping.

Amazon →

Ergonomic Office Chair For Long Hours

Provides comfort during long enrollment sessions and administrative tasks required for Medicare sales.

Amazon →

Noise Cancelling Headset With Microphone

Essential for clear communication and high-quality call recording during virtual Medicare enrollment appointments.

Amazon →

Dual Monitor Stand For Desk

Allows agents to view the enrollment software on one screen and client documents or scripts on the other.

Amazon →

Links may be affiliate links. We only include resources that are genuinely relevant to the topic.

Summarize another video

Full Transcript YouTube

In the last video, I showed you how to
complete a quote for Medicare. In this
video, I will show you how to complete
an enrollment. So, once you've selected
the plan that you want, you would click
the green button, enroll,
and you do have to confirm and proceed
to this attestation. By clicking confirm
and proceed, you are attesting that
you're authorized and in a ready to sell
status with that carrier.
Further, if this is a virtual
enrollment, you are attesting that the
call is being recorded to comply with
CMS guidelines.
So, we're going to confirm and proceed.
And it is going to ask you if you have
completed your scope of appointment.
So CMS does require a scope of
appointment to be obtained 48 hours
prior to a scheduled personal sales
marketing appointment.
Okay. So I'm going to say yes that I do
have a scope of appointment. And in my
MFG you can specify if you did that in
person or virtually
which would either be via email or via
text. I'm going to say in person and
continue.
And now it's going to show you the name
of the plan that you've selected. So
always read back and make sure that you
picked the correct one. And next you
have to confirm your client's personal
information. So always remember that
anything that has an asterisk is
required information. So, first name,
last name. You want to confirm that the
date of birth is correct, as well as if
they're female or male.
Email is going to be optional. You do
have to put a phone number in there.
We're going to put in their address.
Okay.
You also have an option here to select
homeless or if their mailing address is
different from their residential
address.
For the Medicare information,
confirm that the Medicare number is
correct. And then you do want to put in
their part A and part B effective dates.
It's also going to ask you to specify
Medicaid information. So, if your client
is enrolled in a state Medicaid program
and if you did select an HMO, then you
would have to put in the doctor's name,
primary care ID, and ID number.
You can also specify if your client is
already a patient with that doctor. And
then for Etna, it's going to ask you if
your client is current or past member of
Etna. Once you're done putting in all of
that information, you are going to click
save and continue.
And now it's going to take you to the
Medicare Advantage enrollment form
questions.
The first thing you have to state is the
enrollment type.
I'm going to state AP, but if you wanted
to select a special enrollment period,
you can click SE,
you would have to enter the date
associated with that special enrollment
period. And then my MFG does give you a
long list of different SE codes that you
can choose from. In the middle, it's
going to tell you the statement, and
it's also going to tell you the
applicable plan type. We all know that
there are a lot of SCPs, and those can
get confusing sometimes.
Okay, so I'm going to say AP.
And then you do have to answer the
following questions. So the first one
being, will you have other prescription
drug coverage in addition to this plan?
Once enrolled, will you or your spouse
work? Of course, this is asking your
client.
Will you have other medical health
coverage where you are the subscriber or
are covered by a spouse or dependent?
Is the client in long-term care? Now, of
course, if you click yes to these
questions, you do have to put in further
information. So, for example, if you
said yes to other prescription drug
coverage, it's going to want to know the
name of the other coverage, the ID
number.
Then, I'm going to say no.
And then the last question is, is the
client new to Medicare? You can put yes
or no. I will select no and then save
and continue.
Next, it's going to ask you for payment
type. So, you can select social security
benefit, automatic checking or savings.
If you select that one, then of course
you do have to put in the account type,
the bank name, the routing, and the
account number.
You can also select railroad retirement
board benefit or send bill by mail. I
will select that one
and then click save and continue.
And then next is going to be the legal
part of the application. It's important
that you do read this information with
your client, but you only have to read
the portion that is applicable to the
application. So, for example, if you
were
enrolling your client in a PDP plan,
then you would only have to read this
section. You wouldn't actually have to
read everything.
Okay. Once we scroll all the way down to
the bottom, you do have to attest that
you have read and agreed to the
information stated above.
Check the box and then click save and
continue.
And then it's going to take us to the
authorization page. So there is a
section for power of attorney.
If you click yes, then you have to put
in the information of the power of
attorney.
And then here is where you would sign
client's name.
If you would like information to be sent
to your client in another language other
than English, you can specify the
language here
as well as if you want to send it in
large print, braille, audio, or a data
CD.
And then this is the plan selection
review. So, you want to make sure that
you've selected the correct carrier and
plan name and effective date.
And then in the writing agent
information, it's going to ask you for
the appointment type. You do not have to
put anything in the scope of appointment
ID number.
It's going to have your name and your
writing number, and you do need to
confirm that that is the correct writing
number.
today's date or the date of the
enrollment. And then it's also going to
ask you to state if you were the agent
of record for the previous year for your
client. Once you've selected yes or no
and you click on
the source of your client,
you can click submit.
And before you can submit the
application,
you have to click I agree to the
following attestations.
So you want to make sure that you've
completed the appropriate scope of
appointment, that you've provided all
required plan documentation to the
client and that you conducted a
compliant sales presentation, including
but not limited to recited all required
disclaimers.
Make sure that you read all of the
statements and if you agree, click I
agree.
And then you'll receive this Medicare
enrollment form submitted.
So this is going to show you a
confirmation number and it's going to
say congratulations, you have
successfully submitted your enrollment
application.
And then you are able to review and
print this out. So, if you click print,
it's going to open up a Medicare
Advantage enrollment receipt, and it's
just going to be six pages,
and it'll show everything that you've
done during the application.
And it's also going to give you a
hyperlink to see plan summary of
benefits.
And that is how you complete a Medicare
enrollment inside of my MFG. In the next
video, we are going to show you how to
complete a quote and enrollment for ACA.