SEP
SEP 2
Misc.
Random
Routine
100

The consumer is turning 65 on May 1st 2021, and is looking for a Medicare Advantage Plan, when can the consumer enroll and what is the election period?

3 months before and 3 months after plus their birth month (7 months total), What is IEP?

100

Consumer lives in TN and FEMA incident dated was December 25, 2020, Declaration date January 5, 2021 Is this incident period valid and how so? 

What is  no, the time period is 2 full months after the declaration end date?

100

I already verified that there is a Special Election Period for the State of Texas what tool did I use?

What is FEMA disaster website?

100

The consumer receiving Medicare and Medicaid and other LIS-Eligible

 What is Dual Eligible?

100

Consumer called in on March 1st 2021 and she stated she is currently on dialysis ( ESRD). Customer is receiving extra help (LIS) Can she enroll into a MA/ MAPD?

What is YES

200

The customer recently received Part B on March 1st after having Part A already for years. The customer enrolled into an MAPD that became effective March 1st using ICEP. The customer calls you in April, not happy with current plan. The consumer does not have LIS or Medicaid. What SEP can you use?

What is  OEP- NEW?

200

Customer loss LIS on January 31, 2021 and wondering why I am paying more for my prescription drugs, the consumer calls and would like to enroll into another plan, what SEP is suitable to complete the enrollment?

What is loss of LIS?

200

I received a notice from my employer that they are reducing my coverage and it will no longer be consider creditable coverage. What SEP can I use to enroll into a MAPD Plan?

What is involuntary loss of Prescription Drug Coverage?

200

Some people have too much income to qualify for Medicaid. This amount is called excess income. Some of these people may qualify for Medicaid if they spend the excess income on medical bills. This is called?

What is Spend down

200

I received a letter from my carrier that my plan contract is terminating on May 31,2021, what is the SEP for this enrollment?

What is contract non-renewal

300

The customer recently retired in January 31, 2021 and employer coverage ended on February 28th, 2021. The customer Part B started on March 1st and would like to enrolled into a MAPD Plan. What is the SEP?

What is Loss of employer coverage?


300

Oh, I’m sure glad you called me. I just got the letter about that program you asked me all those questions about. I guess I got it, some ABC program I can’t remember what it was called. It said something about extra help or something like that. What is the election period?

What is Gain LIS?

300

I live in Miami Florida, and I have a Medigap policy and I want to get a MAPD Plan to get the extra benefits like dental, vision, OTC. I have no Medicaid or LIS and I did not move. What SEP can I use?

What is a 5 Star Plan?

300

I loss Medicaid on April 30th 2021 and I received a letter from my carrier that my DSNP HMO Plan will be terminated as of April 30, 2021, what SEP can I used to enroll the customer?

What is loss of Medicaid

300

I am a disabled veteran, with Medicare Part A and I am currently using the VA for my medical services, I applied for Part B when will I be eligible?

What is the Part B effective date?

400

I want to look at a new plan. I have lived in my same home for 45 years in New York. I am also not with Medicaid, extra help or any of that. The only thing I really have to help is EPIC. That is a nice program but I need help to lower my costs at the doctor. I’m tired of paying so much. What is the SEP?

What is State Pharmaceutical Assistance Program (SPAP)

400

My birthday is March 1st and I would like to enroll into a MAPD Plan, when does my coverage start?

What is February 1st?

400

This level of Medicaid covers the Beneficiary’s Part B premium and offers Partial Medicaid Benefits without Cost share Protection

What is SLMB?

400

Beneficiary has Medicare & Medicaid with LIS and enrolled into Humana Dual SNP HMO Plan in February for March 1st start date.  The customer callback in April and wants to change her plan, can the consumer change plan?

Yes, what is the New Quarter? 

400

The consumer enrolled into a dual PPO plan using Medicaid Maintaining in Quarter 1 and lost Medicaid eligibility due to income during the same quarter, what SEP can the agent use to enroll the consumer?

Loss of Medicaid

500

I moved about 2 years ago but I forgot to change my address. I still have my plan from Tennessee but I’m living in Texas. What do I do now?

SEP: Move with today’s date


500

My birthday is February 29, when will my plan start?

What is February 1st?

500

The consumer has Medicare and Medicaid and is interested in enrolling into UHC Dual HMO Plan which Carrier Portal do I go to validate the consumer Medicaid level?

What is UHC Jarvis?

500

Customer enrolled in Medicare Part B in the General Medicare Enrollment Period Between January 1 - March 31, what is the coverage start date?

What is July 1st effective?


500

The consumer did not make a plan change during the MA-OEP, but is interesting in changing their current MAPD plan, the consumer is not eligible for LIS, Medicaid, SPAP, what election period can the agent use to enroll the consumer (State specific)

What is FEMA website - DST

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