SEP
Does a change in extra help count as an SEP?
Does a change in Medicaid count as an SEP?
YES, MCD
What SEP is meant for a client who you're putting on a C-SNP plan?
CSN
What are the months for OEP?
January 1st - March 31st
What Period Lasts from October 15th- December 7th each year?
AEP
What SEP is LAST LAST resort if your client makes too much for LIS?
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
What SEP is meant for a client that recently got released from a long-term care hospital?
LTC
How many plan changes can someone make using OEP as the reason?
What is the time frame to use IEP
3 months before, month of, and 3 months after getting parts A and B
When someone has a change in Medicaid, what is the code for the SEP on the app?
MCD
If a client has no SEP's, whats the next step?
LIS APP
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
How many plan changes can be made during AEP?
unlimited - LAST APP IN
Jack has had Medicare Part A since August of 2019. He is now getting Part B in July of 2026. What enrollment period can he use to enroll into a MA plan and exactly which months
ICEP
April, May, June, July, August
3-1-1
Name 5 states that have SPAP programs
In
ID
CT
DE
MA
WI
NV
OH
NY
MO
A client recently move out of a skilled nursing facility back into their own home. What SEP could we use here?
LTC
What SEP is used for someone who was recently put on a C-SNP without a chronic condition?
SNP
Which enrollment periods does OEP-N follow?
IEP and ICEP
Betty had Medicare Part A and B starting in February of 2014 due to being disabled. She is turning 65 in June of 2026. What enrollment period can she use to enroll into a new MA plan? And exactly which months?
IEP-2
March - September
3-1-3
What is the code for someone who lost their employer plan?
LEC
A VA client gets everything through the VA. He currently has a UHC MAPD plan. He heard about the UHC Patriots No Rx plan that gives him money back and wants that MA only plan instead.
With this information, what SEP can we use?
CDC
The FEMA chart in Agent Guidance shows that Colbert county in Alabama is in an eligible FEMA area. Aetna shows as the carrier. Which carriers are we allowed to use to enroll someone in Colbert county?
Aetna and Anthem
Your client has Part A and B that started in February of 2026. What is the last month they can choose to enroll into a Medicare Advantage plan?
Tom turned 65 in March of 2026 and got Medicare for the first time. He decided in March to enroll into a MA plan with Aetna that will start in April. If he doesn't like that plan what enrollment period can he use to change and how many months will he have?
OEP-N
April and May