Birthday Rule
What is the Age requirement for Nevada Birthday Rule?
Ages 65+
INVALID MEMBER NUMBER
1.SSR can obtain information from agent verbally, verify in AAI Tool and escalate to AARP Med Supp Tier 2 for review.
NOTE: The address in the AAI tool does not necessarily need to match the address on the existing Compas household or the new client's address as people move and forget to update thier address with AARP. If this is reflected, advise the agent to have the member update their address with AARP - UHC does not do that.
What system do we verify Member Accounts/Household?
COMPAS
What is the difference between a "previously eligible" client and a "Newly Eligible" client?
Hint: MACRA
Is there a Birthday Rule for Alabama?
No
MISSING AGENT/REP REPLACEMENT SIGNATURE
1. If the REPLACEMENT Notice is not present and/or does not include both agent and applicant signatures, instruct the agent to submit a completed REPLACEMENT Notice by fax to AARP Medicare Supplement at (888) 836-3985
2. If the REPLACEMENT Notice is present and/or completed and it has been over 10 business days, escalate to AARP Med Supp Tier 2 with details.
What system is used to verify if GI documents have been received?
PCH
Who regulates Medicare Supplement plans?
The state
Is there a Birthday Rule for Oklahoma?
Yes
MED PART A/PART B DATE DIFFERENT ON APP AND DB
1. Have the agent verbally verify the client's Medicare Part A/B effective dates.
2. If the contact history reflects that additional information is needed - Agent can verbally provide the info to the PHD.
3. Escalate the info to AARP Med Supp Tier 2 for review.
4. If it has been more than 10 business days since missing information was provided - escalate to AARP Med Supp Tier 2 for review.
What system are we NOT Permitted to use to verify info for Med Supp?
MARx
Can two people who share an AARP Membership Number use the same membership number when submitting a Medicare Supplement application while living at two separate locations?
No
Does a member in Louisiana need to be a UHC AARP Medicare Supplement Member?
Yes
NEW MEMBER NO DUES
1. Review the application to determine if it was submitted without a membership number or the membership form and payment. Explain how to obtain a new membership number.
2. The application was submitted with another Household member and the applications were separated. SSR can obtain information from agent verbally, verify in AAI Tool and escalate to AARP Med Supp Tier 2 for review.
3. If the household members do not have the same name, please report the information to Med Supp AARP Med Supp Tier 2.
.
What system will we first search for member HIPAA first?
Jarvis
If a client moves to a new state, do they need to reapply and submit a new application for the new state?
No - only if they want to change their plan.
What is the timeframe for the Maryland birthday Rule?
Beginning with the date of birth and 30 days following the date of birth
CPA REVIEW REQUIRED
1. If the signature is missing - instruct the agent to submit the signature page by using the Service Request options or the Agent Form 4 both found on the Application Status screen
2. If the signature is present and it has been more than 10 business days, escalate to AARP Med Supp Tier 2 with details
Where can an agent quote?
Jarvis Enroll
Rate Pages
If a client moves to a new state, do they need to reapply and submit a new application for the new state?
No - only if they want to change their plan.