DEFINITIONS
DEFINITIONS
TIMELINE
PROBING
CHALLENGE
100

DIF- MARx

Xcode must be present before a PDP plan is listed to use this SEP

100

DST

*Live in a Disaster area and missed an election code

*EXTENSION to a diff SEP

100

How long is the beneficiary eligible for SEP- MOV?

*The month BEFORE the move
*2 months after the move

(3 months)

100

"Has your plan been discontinued?" Is a probing question for which SEP?

EOC

100
DST 2 month rule

Clients have 2 months from the declaration end date in FEMA website.

If using carrier tools. The end date is what is listed in the carrier tool.

200

NLS


Loss/gain/change in level of Extra Help

200
OCC

Beneficiary has other creditable coverage

200

How long is the beneficiary eligible for SEP- MRD?

7 months =
*3 months before
*the month of
*3 months after

200

What is a probing question for OEP-N

Are you unsatisfied with your first MAPD that recently went into effect?

200

During OEP, if a beneficiary has recently moved, which SEP would you use?

OEP

300

LTC



Moving into/living in/move out of a skilled nursing facility, nursing home, intermediate care facility for the mentally disabled, psychiatric
hospital, rehabilitation hospital or long-term care hospital
*Enrolling into a PDP

300

OEP-I

Beneficiary is moving into,living in, or moved out of a nursing home, rehab, skilled nursing facility, or long term care facility. 

300

How long is the beneficiary eligible for SEP- MCD?

3 months from time of change

300

What is a probing question for PAP?

Are you enrolled OR recently dis-enrolled in a state Pharmacy Assistance Program?

300

What's the phone number to Humana's Medicaid eligibility line?

(800) 309-3163

400

MRD


Was enrolled in Medicare before 65 but are NOW turning 65

400

LEC

Loss of employer or union coverage
(inc. COBRA)

400

How long is the beneficiary eligible for SEP- CSN

Once per calendar year

400

"Have you recently lost Medicare Part B and are in need of prescription drug coverage?" Is a probing question for which SEP?

INV

400

What is Aetna's Broker Support number to verify a disaster SEP?

(866) 714-9301

500

OSD

Bene dropped my Cost Plan with drug coverage and switched to Original Medicare.

500

12G

Beneficiary dropped their Med Supp for a MA/MAPD for the first time and now they want to return to OM + PDP.

**12 month Trial Right

500

How long is the beneficiary eligible for SEP- MYT?

Starts 2 months before the plan's contract with Medicare ends, and ends 1 full month after the contract ends.

500

"Were you automatically enrolled into a plan by Medicare within the last 3 months?" Is a probing question for which SEP?

DIF

500

What penalty percentage is the beneficiary responsible for if they did not enroll into Part B when they could have?

10% (per 12-month period)