Which of the following individuals are likely to qualify for a special election period (SEP) for
either a MA and/or Part D due to a change of residence?
I. Edward (enrolled in MA and Part D) moves to a new home within the same neighborhood
in his existing plan's service area.
II. Fiona (enrolled in MA and Part D) moves cross-country to an area outside her existing
plan's service area.
III. Gilbert moves into a plan service area where there is now a Part D plan available to him
from a service area where no Part D plan was available.
IV. Henry makes a permanent move to a new state providing him with new MA and Part D
options. - ✔✔II, III, and IV only.
Mr. Chen is enrolled in his employer's group health plan and will be retiring soon. He would
like to know his options since he has decided to drop his retiree coverage and is eligible for
Medicare. What should you tell him? - ✔✔Mr. Chen can disenroll from his employer-
sponsored coverage to elect a Medicare Advantage or Part D plan within 2 months of his
disenrollment.
Mr. Liu turns 65 on June 19. He has never previously qualified for Medicare so his first
Medicare eligibility date will be June 1. Mr. Liu's ICEP and Part D IEP begin on March 1 and
end on September 30. He wants prescription drug coverage with his Part A and Part B
benefits. What advice can you provide him? - ✔✔He can enroll in a MA-PD as long as he
enrolls in Part B and is entitled to Part A.
Mr. and Mrs. Nunez attended one of your sales presentations. They've asked you to come to
their home to clear up a few questions. During the presentation, Mrs. Nunez feels tired and
tells you that her husband can finish things up. She goes to bed. At the end of your
discussion, Mr. Nunez says that he wants to enroll both himself and his wife. What should
you do? - ✔✔As long as she can do so, only Mrs. Nunez can sign her enrollment form. Mrs.
Nunez will have to wake up to sign her form or do so at another time.
Mr. Anderson is a very organized individual and has filled out and brought to you an
enrollment form on October 10 for a new plan available on January 1 next year. He is
currently enrolled in Original Medicare. What should you do? - ✔✔Tell Mr. Anderson that
you cannot accept any enrollment forms until the annual election period begins.