SEP
SEP #2
SEP #3
SEP #4
SEP #5
100

List these SEPs in order of priority if you were to have all 3 available?  FEMA, LIS, OEP

LIS
OEP
FEMA

100

What levels of Medicaid count as an SEP

All of them

100

What SEP is meant for a client who lost extra help

NLS

100

What SEP can be used once a Quarter?

MDE

LIS/Medicaid

100

What is the time frame to use moving SEP

30 days before 60 days after move

200

What's levels of extra help count as an SEP?

All of them



200

A client just used the Extra help SEP in March to get on a plan for April 1st. When can we use LIS again?

April

200

What SEP is meant for a client that lost Medicaid

MCD

200

What dates are considered SEP season?

Apr 1st - Oct 14th

200

What is the time frame to use IEP

3 months before, month of, and 3 months after getting parts A and B

300

When someone has Medicaid, the SEP code is MDE, what is the code for LIS on the app?

MDE

300

If a client has no SEP's, whats the next step?



LIS APP

300

If a client moved 2 weeks ago, what else must be true to use the move as an SEP?

Must have moved to a different Zipcode / City

300

What two SEPs can be used as "Last app in"?

MDE, OEP

300

What is the time frame to use ICEP

3 months before Part B

400

I already have Medicare Part A and recently signed up for Medical Part B.  What enrollment period can be used 3 months prior to the Part B taking effect

ICEP

400

You are speaking to a client on February 23rd who used their OEP SEP on February 4th for a new plan to start on March 1st.  What SEP "concept" could be used if you had absolutely no other SEPS? 

OEP last app in

400

Name 3 Hidden SEP's that can be used. 

SPAP

OCC

Institutionalized

LOC / LEC

Moving


400

Name 5 Obvious SEPs can you see without having to ask the client?

FEMA

MDE

IEP

5 Star

OEP

IEP 2 




400

What are the income limits for an LIS APP?

$1,700 Single

$2,300 Couple

500

Name two facilities that count as an "Institution" for an SEP and one that does not.

Does count :  Nursing Home, Psychiatric hospital, Long term care hospital, Rehabilitation hospital


Does not count : Assisted living facility, Residential home

500

List 5 states where SPAP programs exist.  

Indiana, Idaho, Minnesota, New Jersey, New York, Texas, Ohio, Oregon, Virginia, Washington 

500

When using FEMA as your SEP, you see that agent guidance has North Carolina listed as having Wellcare as accepting enrollments.  What other carriers can we use FEMA with in this situation?  

Humana, Anthem and Aetna

500

A client is turning 65 next month but has already had Medicare for 7 years. What SEP can we use given this information?

IEP 2 - When a client already has Medicare due to disability but is turning 65. "Ageing in"

500

I am enrolled into a Medicare Advantage plan and have had Medicare Parts A and B for less than 3 months.  I want to make a change.  What enrollment period can I use? 

OEP - New