UHC - United Healthcare - 2026
Certifications exam questions and
answer
Qs
Consumer John provides his cell phone number on agent Mark's Permission to
Contact (PTC) mechanism and indicates he wants to be called as a means of
contact. What does that mean? (select all that apply) - n
ANS ✔
1.Agent Mark may only call John, not text him.
2. Agent Mark may only speak to John, the person who provided the PTC.
Qs
Agent Charlie receives a Business Reply Card from consumer Rebecca. Rebecca
has provided her email address only and wants information about standalone
Prescription Drug Plans. What can Charlie do? - n
ANS ✔
Charlie may only email Rebecca marketing material related to Prescription Drug
Plans.
Qs
From the list below, select the items that should be confirmed or obtained when
conducting a thorough needs assessment. (select all that apply) - n
ANS ✔
1. Eligibility
2. Current coverage
3. Current providers
4. Current prescription medications
5. Daily living needs such as transportation, fitness, travel
6. Other wish list items such as network restrictions, premium amounts, national
network needs
,Qs
Match the election period to the correct definition. - n
ANS ✔
1. MA-OEP: Consumers can switch or disenroll from their MA Plan & obtain Original
Medicare
2. IEP: Newly eligible consumers can enroll 3 months prior, month of, & 3 months
after turning 65
3. AEP: Annual period when any Medicare consumer can enroll in or disenroll from
an MA or PDP
4. SEP: Opportunity to change plans for specific scenarios such as newly dual-
eligible (Medicare and Medicaid) or new chronic condition
5. 5-star: One-time opportunity to enroll in a plan with a 5 star rating (if available)
Qs
What should you do if the consumer is interested in an MA Plan that has a 2-star
rating? - n
ANS ✔
You should inform the consumer that the plan has received a "below average"
rating.
Qs
A member can voluntarily disenroll from an MA Plan or PDP or they can be
involuntarily disenrolled by the plan. Select the reasons below for involuntary
disenrollment. (select all that apply) - n
ANS ✔
1. Member moves out of the plan's service area
2. Member loses entitlement to either Part A or Part B
Qs
Can you identify these terms associated with enrollment and disenrollment basics?
Read each statement and then drag the matching term to the statement. - n
ANS ✔
, 1. Appeal: Action members take if they disagree with coverage or payment decision
2. Summary of benefits: Detailed summary of plan's benefits, cost sharing and
special features
3. Required involuntary disenrollment: Happens when member loses Part A or B
entitlement
4. Statement of understanding: Required to be read and acknowledged by the
consumer at the enrollment
5. Star Rating: Medicare's measure of a plan's quality and performance
Qs
Jared is planning a formal marketing/sales event for October 24. While it is strongly
recommended that Jared reports his event at least 14 calendar days in advance,
what is the last date the Event Request Form can be submitted to
UnitedHealthcare? - n
ANS ✔
October 17
Qs
Tori needs to cancel an event. To allow ample time for UnitedHealthcare to process
the cancellation in the event reporting application, when should Tori submit a
Cancel Event Request Form? - n
ANS ✔
At least 6 business days prior to the date of the event
Qs
Janet is conducting an informal marketing/sales event at her local soup kitchen.
When speaking to the Activities Director, Janet finds out that lunch is served daily
from 11:00 AM-1:00 PM. Which of the following is a compliant time when Janet can
host her event? - n
ANS ✔
9 am to 11 am
Qs
Certifications exam questions and
answer
Qs
Consumer John provides his cell phone number on agent Mark's Permission to
Contact (PTC) mechanism and indicates he wants to be called as a means of
contact. What does that mean? (select all that apply) - n
ANS ✔
1.Agent Mark may only call John, not text him.
2. Agent Mark may only speak to John, the person who provided the PTC.
Qs
Agent Charlie receives a Business Reply Card from consumer Rebecca. Rebecca
has provided her email address only and wants information about standalone
Prescription Drug Plans. What can Charlie do? - n
ANS ✔
Charlie may only email Rebecca marketing material related to Prescription Drug
Plans.
Qs
From the list below, select the items that should be confirmed or obtained when
conducting a thorough needs assessment. (select all that apply) - n
ANS ✔
1. Eligibility
2. Current coverage
3. Current providers
4. Current prescription medications
5. Daily living needs such as transportation, fitness, travel
6. Other wish list items such as network restrictions, premium amounts, national
network needs
,Qs
Match the election period to the correct definition. - n
ANS ✔
1. MA-OEP: Consumers can switch or disenroll from their MA Plan & obtain Original
Medicare
2. IEP: Newly eligible consumers can enroll 3 months prior, month of, & 3 months
after turning 65
3. AEP: Annual period when any Medicare consumer can enroll in or disenroll from
an MA or PDP
4. SEP: Opportunity to change plans for specific scenarios such as newly dual-
eligible (Medicare and Medicaid) or new chronic condition
5. 5-star: One-time opportunity to enroll in a plan with a 5 star rating (if available)
Qs
What should you do if the consumer is interested in an MA Plan that has a 2-star
rating? - n
ANS ✔
You should inform the consumer that the plan has received a "below average"
rating.
Qs
A member can voluntarily disenroll from an MA Plan or PDP or they can be
involuntarily disenrolled by the plan. Select the reasons below for involuntary
disenrollment. (select all that apply) - n
ANS ✔
1. Member moves out of the plan's service area
2. Member loses entitlement to either Part A or Part B
Qs
Can you identify these terms associated with enrollment and disenrollment basics?
Read each statement and then drag the matching term to the statement. - n
ANS ✔
, 1. Appeal: Action members take if they disagree with coverage or payment decision
2. Summary of benefits: Detailed summary of plan's benefits, cost sharing and
special features
3. Required involuntary disenrollment: Happens when member loses Part A or B
entitlement
4. Statement of understanding: Required to be read and acknowledged by the
consumer at the enrollment
5. Star Rating: Medicare's measure of a plan's quality and performance
Qs
Jared is planning a formal marketing/sales event for October 24. While it is strongly
recommended that Jared reports his event at least 14 calendar days in advance,
what is the last date the Event Request Form can be submitted to
UnitedHealthcare? - n
ANS ✔
October 17
Qs
Tori needs to cancel an event. To allow ample time for UnitedHealthcare to process
the cancellation in the event reporting application, when should Tori submit a
Cancel Event Request Form? - n
ANS ✔
At least 6 business days prior to the date of the event
Qs
Janet is conducting an informal marketing/sales event at her local soup kitchen.
When speaking to the Activities Director, Janet finds out that lunch is served daily
from 11:00 AM-1:00 PM. Which of the following is a compliant time when Janet can
host her event? - n
ANS ✔
9 am to 11 am
Qs
