Initial Coverage Election Period (ICEP)
What can Mrs. Reeves do during her ICEP?
Answer: Enroll in a Medicare Advantage plan, but not enroll in a Medigap plan to supplement the
benefits of the MA plan.
Disenrollment from Employer Coverage
What can Mr. Chen do if he decides to drop his employer-sponsored coverage?
Answer: He can disenroll from his employer-sponsored coverage to elect a Medicare Advantage or Part
D plan within 2 months of his disenrollment.
Special Election Period (SEP)
What should Mr. Rockwell do since he has lost creditable drug coverage?
Answer: He is eligible for a SEP due to his involuntary loss of creditable drug coverage, which begins in
June and ends on September 1.
Part D Enrollment
How does Mr. Johannsen's Part D low-income subsidy affect his ability to enroll or disenroll?
Answer: He qualifies for a special election period and can enroll in or disenroll from a Part D plan once
during that period.
, Change in Circumstances
Can Mr. White change his Part D plan since he's now a dual eligible individual?
Answer: No, once he's identified as a "potential at-risk" beneficiary, he cannot use the dual eligible SEP
to change plans.
Open Enrollment Period
What advice would you give Mr. Roberts about his health coverage options after being discharged from
a skilled nursing facility?
Answer: His open enrollment period as an institutionalized individual will continue for two months after
the month he moves out of the facility.
Part D Initial Enrollment Period (IEP)
What can Mr. Ziegler do during his IEP?
Answer: He can make one Part D enrollment choice, including enrollment in a stand-alone Part D plan or
an MA-PD plan.
Enrollment Application
Can Mr. Yoo give you an enrollment application on October 1 before the Annual Election Period begins?
Answer: No, you must tell him you are not permitted to take the form.
Special Election Period (SEP)