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Mr. Liu turns 65 on June 19. He can enroll in a MA-PD as long as he enrolls in Part
He has never previously B and is entitled to Part A.
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?
, Mrs. Young is currently This is a bad idea. Agents are generally prohibited
enrolled in Original from soliciting or accepting an enrollment form
Medicare (Parts A and B), before the start of the AEP.
but she has been working
with Agent Neil Adams in
the selection of a
Medicare Advantage (MA)
plan. It is mid-September,
and Mrs. Young is going
on vacation. Agent Adams
is considering suggesting
that he and Mrs. Young
complete the application
together before she
leaves. He will then submit
the paper application
before the start of the
annual enrollment period
(AEP). What would you say
If you were advising Agent
Adams?