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AHIP STUDY GUIDE QUESTIONS
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Module 5
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1. A client wants to give you an enrollment application on October 1 before the beginning of the
Annual Election Period because he is leaving on vacation for two weeks and does not want to
forget about turning it in. What should you tell him?
You must tell him you are not permitted to take the form. If he sends the form directly to the
plan, the plan will process the enrollment on the day the Annual Election Period begins.
2. Mr. Ziegler is turning 65 next month and has asked you what he can do, and when he must do it,
with respect to enrolling in Part D. What could you tell him?
He is currently in the Part D Initial Enrollment Period (IEP) and, during this time, he may make
one Part D enrollment choice, including enrollment in a stand-alone Part D plan or an MA-PD
plan.
3. Mr. Block is currently enrolled in a Medicare Advantage plan that includes drug coverage. He
found a stand-alone Medicare prescription drug plan in his area that offers better coverage than
that available through his MA-PD plan and in addition, has a low premium. It won’t cost him
much more and, because he has the means to do so, he wishes to enroll in the stand-alone
prescription drug plan in addition to his MA-PD plan. What should you tell him?
If Mr. Block enrolls in the stand-alone Medicare prescription drug plan, he will be disenrolled
from the Medicare Advantage plan.
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4. You are meeting with Ms. Berlin and she has completed an enrollment form for a MA-PD plan
you represent. You notice that her handwriting is illegible and as a result, the spelling of her
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street looks incorrect. She asks you to fill in the corrected street name. What should you do?
You may correct this information as long as you add your initials and date next to the correction.
Ed
5. When Myra first became eligible for Medicare, she enrolled in Original Medicare (Parts A and B).
She is now 67 and will turn 68 on July 1. She would now like to enroll in a Medicare Advantage
(MA) plan and approaches you about her options. What advice would you give her?
She should remain in Original Medicare until the annual election period running from October 15
to December 7, during which she can select an MA plan.
6. Mr. Johannsen is entitled to Medicare Part A and Part B. He gains the Part D low-income
subsidy. How does that affect his ability to enroll or disenroll in a Part D plan?
He qualifies for a special election period and can enroll in or disenroll from a Part D plan once
during that period.
7. 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?
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Ed
AHIP STUDY GUIDE QUESTIONS
ie
ird
uB
Module 5
Ed
1. A client wants to give you an enrollment application on October 1 before the beginning of the
Annual Election Period because he is leaving on vacation for two weeks and does not want to
forget about turning it in. What should you tell him?
You must tell him you are not permitted to take the form. If he sends the form directly to the
plan, the plan will process the enrollment on the day the Annual Election Period begins.
2. Mr. Ziegler is turning 65 next month and has asked you what he can do, and when he must do it,
with respect to enrolling in Part D. What could you tell him?
He is currently in the Part D Initial Enrollment Period (IEP) and, during this time, he may make
one Part D enrollment choice, including enrollment in a stand-alone Part D plan or an MA-PD
plan.
3. Mr. Block is currently enrolled in a Medicare Advantage plan that includes drug coverage. He
found a stand-alone Medicare prescription drug plan in his area that offers better coverage than
that available through his MA-PD plan and in addition, has a low premium. It won’t cost him
much more and, because he has the means to do so, he wishes to enroll in the stand-alone
prescription drug plan in addition to his MA-PD plan. What should you tell him?
If Mr. Block enrolls in the stand-alone Medicare prescription drug plan, he will be disenrolled
from the Medicare Advantage plan.
e
ie
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ird
4. You are meeting with Ms. Berlin and she has completed an enrollment form for a MA-PD plan
you represent. You notice that her handwriting is illegible and as a result, the spelling of her
uB
street looks incorrect. She asks you to fill in the corrected street name. What should you do?
You may correct this information as long as you add your initials and date next to the correction.
Ed
5. When Myra first became eligible for Medicare, she enrolled in Original Medicare (Parts A and B).
She is now 67 and will turn 68 on July 1. She would now like to enroll in a Medicare Advantage
(MA) plan and approaches you about her options. What advice would you give her?
She should remain in Original Medicare until the annual election period running from October 15
to December 7, during which she can select an MA plan.
6. Mr. Johannsen is entitled to Medicare Part A and Part B. He gains the Part D low-income
subsidy. How does that affect his ability to enroll or disenroll in a Part D plan?
He qualifies for a special election period and can enroll in or disenroll from a Part D plan once
during that period.
7. 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?
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