Medicaid / Extra Help
LTC
Coverage Change
CSNP
Misc
100

This bene has Medicare and Medicaid (or gets Extra Help) and wants to switch to a different Medicare drug plan 

OR
wants to drop MAPD and return to Original Medicare and join a separate Medicare drug plan

So you should use this SEP:

SEP-DEP

100

The bene was discharged from a Long-Term Care Facility 1 month ago. The agent used this code

SEP-LTC 

100

The bene is changing from Group Medicare plan to an Individual Medicare plan, so the agent used this code

SEP-LEC

100

This is what CSNP stands for

Chronic Special Needs Plan

100

Has Medicare and gets full Medicaid benefits. Wants to join or switch to a plan that coordinates coverage between their Medicare and Medicaid managed care plans. The agent should use this code

SEP-INT

200

SEP-INT should be used for a bene in this situation

Has Medicare and gets full Medicaid benefits. Wants to join or switch to a plan that coordinates coverage between their Medicare and Medicaid managed care plans (DSNP)

200

The bene currently resides in a long term care facility, but will be discharged tomorrow. The agent used this code

SEP-LT2 

200

The bene is retiring and has lost employer coverage 3 months ago. This code is outside of the timeframe to be used.

SEP-LEC

200

A bene was recently disenrolled from a Special Needs Plan because they lost Special Needs status, so this code was used

SEP-SNP

200

This Sep cannot be used from Dec. 1st to Dec. 7th 

SEP-5ST

300

A bene calls in because they recently became eligible for Medicaid.

The agent should use this SEP/BOSE code

SEP-MCD

300

SEP-IIP was used for this situation and plan type

The bene lives in a Long-Term Care Facility and enrolled in a PDP

300

The bene plans to move in a month. What code can the agent use 

What is SEP-MOV 


(how can we CYA in this situation? What additional information do we need)

300

The verbiage used in the script to clarify if the bene has a chronic condition

"Looks like there's a plan available in your area that is only for people with certain medical conditions, and based on the information you provided it sounds like you may qualify but I'd like to confirm.
Your ability to enroll will be based on verification that you have a qualifying specific condition."

300

Are you currently enrolled in a qualified State Pharmaceutical Assistance Program is a sample question used to determine if this SEP can be used

SEP-PAP

400

A bene calls in because they received notice that they will be losing Extra Help. The letter is dated today, but the changes will into not go into effect for 6 months.

Can we use SEP-NLS?

No


[Allowed 1 opportunity to make an election within 3 months of any of the changes, or notification of a change, whichever is later]

400

This code's time frame begins: the date of discharge

and ends: 2 months after discharge

 

SEP-LTC

400

The bene recently lost VA Rx benefits (this month) and so the agent used this code to get them Rx coverage

SEP-LCC

400

These are common types of CSNP chronic conditions (name 3)

Diabetes

Chronic Heart Failure

Chronic Heart Conditions

Chronic Kidney Disease

etc

400

The excel sheet for SEP-DST is organized by this category

State

500

This SEP is only for PDP and the bene has to have Medicare and Medicaid (or Extra Help)

SEP-DEP

500

This code is only for PDP and begins when individual moves into or out of an institution, continues while residing in institution 

SEP-IND

500

The bene has been on an MAPD plan for the last 2 months. When checking MARx the agent found they were auto-enrolled, so they used this code to get a new MAPD for the bene

SEP-DIF

500

The bene is in a CSNP for their heart condition, however there is a plan from the same carrier that offers coverage for their heart Dr to be in-network. The agent should be careful to avoid this

enrolling using SEP-CSN

500

This is the SEP-INC time frame

Begins: 1 month before the release

Ends: 2 months after the release

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