Dual Year Enrollment Process

Definitions

100

Dual year processing is defined as:

A. Enroll participant for two years in a row

B. Waive to participant one year of enrollment

C. Election processing for two separate plan years

D. None of the above

Election processing for two separate plan years

200

_{The primary goal of a CSR when processing a dual year election is:}

_{A. Do not get more calls}

_{B. Make the participant save money}

_{C. To ensure that elections for the current year and the new plan year are processed correctly}

_{D. Have record of all life events for the participant}

_{C. To ensure that elections for the current year and the new plan year are processed correctly}

300

How many phases does the dual year process have ?

A. 4

B. 3

C. 6

D. 1 

A. 4

400

Open enrollment and a life event are the same ?

A. I do not know

B. False

C. Help Kurt!!!

D. True

 

B. False

Phases

100

What do we need to make sure to verify in every phase?  (all that apply)

A. Process the life event enrollment via Proxy 

B. QLE (within window)

C. Verify that the participant also wants to enroll in benefits for the next plan year 

D. All of the above

D. All of the above

200

Phase when a participant calls in for a life event after the new plan year starts but it is still within the QLE window: 

A. 3

B. 4

C. 1

D. 2

B. 4

300

Phase where participant calls in for a life event before open enrollment begins.

A. 4

B. 1

C. 3

D. 1

B. 1

400

_{Phase 3 is when:}

_{A. a participant calls in for a life event after the new plan year starts but is still within the QLE window} 

_{B. the participant wants to make changes to their benefits for the present year} 

_{C. when a participant calls in for a life during open enrollment.} 

_{D. a participant calls in for a life event after open enrollment is closed (including silent windows)} 

_{A. a participant calls in for a life event after the new plan year starts but is still within the QLE window} 

_{B. the participant wants to make changes to their benefits for the present year} 

_{C. when a participant calls in for a life during open enrollment.} 

_{D. a participant calls in for a life event after open enrollment is closed (including silent windows)} 

More Phases

100

Open Enrollment/Silent window - 10/23/2023-11/10/2023 

New plan year starts on 1/1/2024 

Life Event Date- 10/18/2023 

Life event Window- 31 Days 

Participant Reports Life Event on 11/14/2023

**Phase? **

Phase 3

200

On which period of time is it critical to ask probing questions make sure that the participants and their dependents are covered both plan years.

A. Summer to Winter

B. January through June

C. Late September to January

D. Whole year

C. Late September to January

300

Open Enrollment/Silent window 10/23/2023 - 11/10/2023

New plan year starts on 1/1/2024 

Life Event Date- 09/29/2023 

Life event Window- 60 Days 

Participant Reports Life Event on 10/18/2023

**Phase?** 

Phase 1

400

_{Phase 2 of Dual year processing is when a participant calls in for a life during open enrollment. what actions do we take if Proxy isn't working?} 

_{A. Ask for Support} 

_{B. Create a W/O}  

_{C. Create life event} 

_{D. call mom}

_{B. Create a W/O}