If I read this correctly, your problem is that having routine A call routine B which is in the class module for FormB will fail any time it references an object local to FormB IF it uses a Me. reference or a name that applies to form B. Because in that specific context, Me. refers to FormA, the caller, because the context of Me. in that case is the caller (routine A). Your case that failed is mentioned in a paragraph that begins with "In a new form" - and that means a mixed-context reference.
Me. is a shortcut to the class module associated with the active context, which is caller A based on your description of the call sequence. Things might or might not be visible in FormB depending on how they are declared - but they DO depend on what is actually loaded at the time.