Medicare Advantage (MA) Enrollment
Can Mary Samuels change her MA plan due to a change in residence? Yes, she can make an unlimited
number of MA enrollment requests during the Special Election Period (SEP) due to a change of
residence.
Can an individual qualify for a SEP for MA and Part D due to a change of residence? Yes, options II, III,
and IV qualify for a SEP.
Annual Enrollment Period (AEP)
Can Mr. Anderson enroll in a new plan on October 10 that begins January 1 next year? No, you cannot
accept any enrollment forms until the AEP begins.
Special Enrollment Period (SEP)
Can Ms. Gonzales use the Open Enrollment Period (OEP) to enroll in a Medicare Advantage plan? No,
OEP is only available to MA enrollees, not Original Medicare beneficiaries.
Can Mr. Tully's daughter fill out his enrollment form for him? No, she needs authorization under state
law as a court-appointed legal guardian, has a durable power of attorney for health care decisions, or is
authorized under state surrogate consent laws to make health decisions.
Medicare Advantage and Part D Enrollment
Can Mrs. Berkowitz enroll in a Medicare Advantage plan without drug coverage and also enroll in a
stand-alone Part D plan? Yes, if the Medicare Advantage plan is a Private Fee-for-Service (PFFS) plan that
does not offer drug coverage or a Medical Savings Account plan.
Eligibility
Can Mr. Kelly sign up for a Private Fee-for-Service (PFFS) plan? Yes, if he is entitled to Part A, enrolled in
Part B, and lives in the PFFS plan's service area.