Mr. Ziegler is turning 65 next month and has asked you what he can do, and when
he must do it, with respect to enrolling in Part D. What could you tell him? Correct
Answer: He is currently in the Part D Initial Enrollm
...
Mr. Ziegler is turning 65 next month and has asked you what he can do, and when
he must do it, with respect to enrolling in Part D. What could you tell him? Correct
Answer: He is currently in the Part D Initial Enrollment Period (IEP) and, during
this time, he may make one Part D enrollment choice, including enrollment in a
stand-alone Part D plan or an MA-PD plan.
Mr. Johannsen is entitled to Medicare Part A and Part B. He gains the Part D low-
income subsidy. How does that affect his ability to enroll or disenroll in a Part D
plan? Correct Answer: He qualifies for a special election period and can enroll in
or disenroll from a Part D plan once during that period.
Mrs. Schmidt is moving and a friend told her she might qualify for a "Special
election period" to enroll in a new Medicare Advantage plan. She contacted you
to ask what a special election period is. What could you tell her? Correct Answer:
a period, outside of the Annual Election Period, when a Medicare beneficiary can
select a new or different Medicare Advantage and/or Part D prescription drug
plan. Typically the Special election period is beneficiary specific and results from
events, such as when the beneficiary moves outside of the service area.
Mrs. Margolis contacts you in August because she will become eligible for
Medicare for the first time in November. She would like to meet and discuss plan
choices with you. What advice should you give her? Correct Answer: You cannot
discuss plan options for the following year before October 1. If you meet before
October 1, you can only discuss options for the current plan year. Starting
October 1, you are permitted to simultaneously market plans for the current and
prospective years, provided marketing materials indicate what plan year is being
discussed.
When Myra first became eligible for Medicare, she enrolled in Original Medicare
(Parts A and B). She is now 67 and will turn 68 on July 1. She would now like to
enroll in a Medicare Advantage (MA) plan and approaches you about her options.
What advice would you give her? Correct Answer: She should enroll during the
Annual Election Period (AEP), which takes place from October 15 to December 7
each year.
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