IEP/IEP2/ICEP
RANDOM EP
MA OEP/OEP I/OEP N
RANDOM EP
RULES & REGULATIONS
100

Beneficiaries with Medicare due to disability (before age 65) will have a second IEP (7-month period) when they turn 65 to change/enroll in an MAPD or PDP.

IEP2

100

THE CLIENT HAS THE STATE PAYING PART B PREMIUM

MDE

100

True or False. Your client has Medicare A & B as well as a pdp with Humana. Today is 02/02. They ARE allowed to use OEP-A because they are in the proper time period. 

FALSE

100

When an individual notifies the plan of a past move date, the SEP begins the month the individual notifies the plan and continues for two (2) additional months

SEP MOVE (MOV)

100

When an individual states they are in assisted living, there are 3 questions you can ask to validate whether we can assist or not

1. Are you able to come and go as you please

2. Is there an assigned nurse/doctor on site 24/7

3. Do you administer your own medications

200

This enrollment period is for Part D coverage (MAPD or PDP). The total enrollment period is seven (7) months

IEP

200

Individuals who belong to a qualified SPAP are eligible for a SEP to make one enrollment request at any time through the end of each calendar year (i.e. once per year).

(PAP) STATE PHARMACEUTICAL ASSISTANCE PROGRAM 

200

Beneficiaries who wait to use their IEP/ICEP until the month of their Medicare effective date or later during that initial seven-month window will reduce or even forfeit this OEP

OEP New

200

This SEP is for those individuals with severe or disabling chronic conditions

(CHR) CHRONIC CONDITION

200

True/False. DST and SEP-OTH IS allowed to use with Aetna policies

False

300

This enrollment is used when a beneficiary has 90+ days between their Part A and Part B. They have 3 months before their part b effective date to enroll

ICEP-Delayed Part B

300

This SEP is available while covered by an EGHP and ends two (2) months after the EGHP ends or when the election is used - whichever comes first

LEC (LOSS OF EMPLOYER COVERAGE)

300

Beneficiaries already enrolled in a Medicare Advantage plan (MA/MAPD) may make one plan change during the first three (3) months of each year (1/1-3/31) to enroll in another Medicare Advantage plan

MA OEP

300

Individuals enrolled in a PDP or MAPD may disenroll to enroll or maintain other creditable drug (such as TriCare or VA coverage) by using this SEP to enroll in an MA-only plan

(OCC) OTHER CREDITABLE COVERAGE

300

WHAT IS THE HIERARCHY OF ENROLLMENT PERIODS?

1. IEP/ICEP 

2. (MA) OEP/OEP-New

3. SEP 

4. AEP 

5. OEP-I

400

This election is for Medical-only coverage (MAO), not MAPD or PDP. The total enrollment period is seven (7) months. This is when the client is in their IEP but enrolling into an MAO 

ICEP-Medical Only

400

Beneficiaries may choose how they receive their Medicare benefits for the upcoming year. The last election made, determined by the application date, will be the plan that takes effect on January 1.

AEP

400

The one-time election begins the month of entitlement (effective date) to Part A and Part B and for two additional months.

OEP NEW

400

This election period is available when a beneficiaries plan involuntarily ended due to end of contract with Medicare (not renewing in 2024)

NON/MYT

400

The Annual Enrollment Period is open for all plan types: MA, MAPD, and PDP, but excludes..?

MEDICARE SUPPLEMENTS

500

Beneficiaries with Medicare due to disability (before age 65) will have a second IEP (7-month period) when they turn 65. This election would be used if the client is in their IEP 2 timeframe, but enrolling into an MAO (Medical Only Plan)

MRD

500

This SEP is for those that become eligible for LIS (but who do not receive Medicaid benefits)

(NLS) GAIN, LOSE, OR HAVE A CHANGE IN THEIR LIS STATUS.

500

This is an open and unlimited use enrollment period for Medicare beneficiaries residing in an institution lasting for up to two (2) months after leaving the facility.

OEP I

500

Have a change in the level of assistance they receive (stop receiving Medicaid benefits, those who have a change in medicaid level, gain of medicaid).

(MCD) GAIN, LOSS, OR CHANGE IN MEDICAID STATUS 

500

If a person had Medicare before age 65, was subject to the Part D late enrollment penalty then uses the 2nd IEP at their 65th birthday to enroll in Part D (PDP or MAPD), the penalty will no longer apply as long as they keep Part D or creditable prescription coverage. WHAT ELECTION CODE IS THIS?  

IEP2

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