Questions and Answers
1. Cynthia is turning 65 on July 5. Her Medicare Part A and Part B will be effective
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on July 1. Using her Initial Election Period (IEP), when can she submit an applicatio
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n for a Medicare Advantage or Prescription Drug plan?
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Answer April 1 through October 31
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2. Annual Election Period (AEP) is a time when. . .
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Answer Consumers can elect to switch to a different plan or join a Medicare Advantage p
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lan or Prescription Drug Plan.
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3. Mrs. Violet asks agent Bob where she can find the Star Rating for the plan he ha
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s been presenting.Which statement is correct?
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Answer Mrs.Violet can access the Star Rating for a plan on Medicare.gov or in the Enroll
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ment Guide.
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4. Which of the following describes Permission to Contact (PTC) guidelines?-
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, Answer Contact can only be made by the method(s) requested by the consumer and the
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gent can only market the product(s) indicated by the consumer.
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5. Which statement about discussing benefits with the consumer before an enrol
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lment is true? g g
Answer The agent must explain any provider and/or pharmacy network limitations.
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6. While using LEAN to complete an enrollment application with a consumer, Age
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nt Jeff learns the consumer does not have an email address. What should Jeff do?
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Answer Leave the field requesting a consumer email address blank.
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7. What is the purpose of the Statement of Understanding?
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Answer It ensures that when consumers complete the Medicare Advantage and/or Part
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D Enrollment Application, they are acknowledging their understanding that they are actu
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ally enrolling, in which plan they are enrolling, and standard disclosures.
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8. Which of the following must an agent obtain from the consumer no less than
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48 hours (unless an exception applies) before an in-
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person, online, or telephonic marketing appointment?
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