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
... [Show More] him? - ✔✔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 lowincome subsidy. How does that affect his ability to enroll or disenroll in a Part D plan? -
✔✔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? - ✔✔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? - ✔✔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? - ✔✔She sho [Show Less]