SEP
SEP #2
SEP #3
Enrollment Periods 1
Enrollment Periods 2
100

What SEP can we not use from October - December

LIS

100

What levels of Medicaid count as an SEP

All of them

100

What SEP is meant for a client who lost extra help

NLS

100

How many plan changes can someone make using OEP as the reason? 

one

100

What Period Lasts from October 15th- December 7th each year? 

AEP

200

What's levels of extra help count as an SEP?

All of them



200

A client just used the Extra help SEP in March to get on a plan for April 1st. When can we use LIS again?

April

200

What SEP is meant for a client that lost Medicaid

MCD

200

What are the months for OEP? 

January 1st - March 31st
200

What is the time frame to use IEP

3 months before, month of, and 3 months after getting parts A and B

300

When someone has Medicaid, the SEP code is MDE, what is the code for LIS on the app?

MDE

300

If a client has no SEP's, whats the next step?



LIS APP

300

If a client moved 2 weeks ago, what else must be true to use the move as an SEP?

Must have moved to a different Zipcode / City

300

How many plan changes can be made during AEP? 

unlimited

300

Jack has had Medicare Part A since August of 2019.  He is now getting Part B in July of 2024.  What enrollment period can he use to enroll into a MA plan and exactly which months

ICEP
April, May, June

400

Name 5 states that have SPAP programs

In

ID

CT

DE

MA

WI

NV

OH

NY

MO

400

A client recently move out of a skilled nursing facility back into their own home.  What SEP could we use here? 

LTC

400

What SEP is used for someone who lost Medicaid? 

MCD

400

Which enrollment periods does OEP-N follow? 

IEP and ICEP

400

Betty had Medicare Part A and B starting in February of 2014 due to being disabled.  She is turning 65 in June of 2024.  What enrollment period can she use to enroll into a new MA plan?  And exactly which months? 

IEP-2


March - September

500

What is the code for someone who lost their employer plan? 

LEC 

500

A VA client gets everything through the VA.   He currently has a Humana MAPD plan. He heard about the Humana honor plan that gives him money back and wants that MA only plan instead. With this information, what SEP(s) can we use? 

OCC

500

The FEMA chart in Agent Guidance shows that Calhoun county in Alabama is in an eligible FEMA area.  Cigna shows as the carrier.  Which carriers are we allowed to use to enroll someone in Calhoun county? 

Cigna, Wellcare, Aetna, Humana and Anthem

500

Your client has Part A and B that started in April of 2024.  What is the last month they can choose to enroll into a Medicare Advantage plan? 

July

500

Tom turned 65 in April of 2024 and got Medicare for the first time.  He decided in April to enroll into a MA plan with Humana that will start in May.  If he doesn't like that plan what enrollment period can he use to change and how many months will he have? 

OEP-N
May and June

M
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