UNITED HEALTH CARE TRAINING PRACTICE SET
2026 FULL SOLUTION
◉ 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? Answer: Charlie may only email Rebecca marketing
material related to Prescription Drug Plans.
◉ From the list below, select the items that should be confirmed or
obtained when conducting a thorough needs assessment. (select all
that apply) Answer: 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
◉ Match the election period to the correct definition. Answer: 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)
◉ What should you do if the consumer is interested in an MA Plan
that has a 2-star rating? Answer: You should inform the consumer
that the plan has received a "below average" rating.
◉ 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) Answer:
1. Member moves out of the plan's service area
2. Member loses entitlement to either Part A or Part B
◉ Can you identify these terms associated with enrollment and
disenrollment basics? Read each statement and then drag the
matching term to the statement. Answer: 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
◉ 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? Answer:
October 17
◉ 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?
Answer: At least 6 business days prior to the date of the event
◉ 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?
Answer: 9 am to 11 am
◉ Bonnie, a D-SNP member, lost her Medicaid eligibility. She has a
Special Election Period available to enroll in a new plan. When does
2026 FULL SOLUTION
◉ 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? Answer: Charlie may only email Rebecca marketing
material related to Prescription Drug Plans.
◉ From the list below, select the items that should be confirmed or
obtained when conducting a thorough needs assessment. (select all
that apply) Answer: 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
◉ Match the election period to the correct definition. Answer: 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)
◉ What should you do if the consumer is interested in an MA Plan
that has a 2-star rating? Answer: You should inform the consumer
that the plan has received a "below average" rating.
◉ 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) Answer:
1. Member moves out of the plan's service area
2. Member loses entitlement to either Part A or Part B
◉ Can you identify these terms associated with enrollment and
disenrollment basics? Read each statement and then drag the
matching term to the statement. Answer: 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
◉ 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? Answer:
October 17
◉ 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?
Answer: At least 6 business days prior to the date of the event
◉ 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?
Answer: 9 am to 11 am
◉ Bonnie, a D-SNP member, lost her Medicaid eligibility. She has a
Special Election Period available to enroll in a new plan. When does
