AHIP TRAINING MODULE 5
Correcting Enrollment Form
What should you do if Mrs. BERLIN's handwriting is illegible and you notice an incorrect street name on
her enrollment form?
Answer: You can correct the information as long as you add your initials and date next to the correction.
Dual Enrollment
What happens if Mr. Block enrolls in a stand-alone Medicare Rx plan in addition to his MA-PD plan?
Answer: He will be dis-enrolled from the MA plan.
Medicare Marketing Guidelines
Is the statement "If you're not in very good health, you will probably do better with a different product"
prohibited?
Answer: Yes, this statement is prohibited.
Medical Records
Can you ask Mrs. Brown questions about her medical history during a sales presentation?
Answer: No, you can only ask questions about conditions that affect eligibility, such as end-stage renal
disease or conditions that qualify her for a special needs plan.
Initial Coverage Election Period (ICEP)
, What can you help Grant do during his ICEP?
Answer: He will have one opportunity to enroll in a MA plan.
Medicare Enrollment
What can Kenny do to enroll in a MA plan as soon as possible?
Answer: She can enroll in a MA plan beginning three months immediately before her first entitlement to
both Medicare Part A and B.
Part D Initial Enrollment Period (IEP)
What can Ziegler do during his Part D IEP?
Answer: He may make one Part D enrollment choice, including enrollment in a stand-alone Part D plan
or a MA-PD plan.
Part D Initial Enrollment Period (IEP)
What should you tell Claggett about her situation?
Answer: The Part D IEP occurs three months before and three months after the month when a
beneficiary meets the eligibility requirements for Part B, so she will not be able to use it as a justification
for enrolling in a Part D plan now.
Enrollment Changes
Correcting Enrollment Form
What should you do if Mrs. BERLIN's handwriting is illegible and you notice an incorrect street name on
her enrollment form?
Answer: You can correct the information as long as you add your initials and date next to the correction.
Dual Enrollment
What happens if Mr. Block enrolls in a stand-alone Medicare Rx plan in addition to his MA-PD plan?
Answer: He will be dis-enrolled from the MA plan.
Medicare Marketing Guidelines
Is the statement "If you're not in very good health, you will probably do better with a different product"
prohibited?
Answer: Yes, this statement is prohibited.
Medical Records
Can you ask Mrs. Brown questions about her medical history during a sales presentation?
Answer: No, you can only ask questions about conditions that affect eligibility, such as end-stage renal
disease or conditions that qualify her for a special needs plan.
Initial Coverage Election Period (ICEP)
, What can you help Grant do during his ICEP?
Answer: He will have one opportunity to enroll in a MA plan.
Medicare Enrollment
What can Kenny do to enroll in a MA plan as soon as possible?
Answer: She can enroll in a MA plan beginning three months immediately before her first entitlement to
both Medicare Part A and B.
Part D Initial Enrollment Period (IEP)
What can Ziegler do during his Part D IEP?
Answer: He may make one Part D enrollment choice, including enrollment in a stand-alone Part D plan
or a MA-PD plan.
Part D Initial Enrollment Period (IEP)
What should you tell Claggett about her situation?
Answer: The Part D IEP occurs three months before and three months after the month when a
beneficiary meets the eligibility requirements for Part B, so she will not be able to use it as a justification
for enrolling in a Part D plan now.
Enrollment Changes
