UHC - United Healthcare - 2026 Certifications and
answers A+ Grade
Consumer John provides his cell phone number on agent Mark's Permission to Contact (PTC) mechanism
and indicates he wants to be called as a means of contact. What does that mean? (select all that apply)
- correct answer 1.Agent Mark may only call John, not text him.
2. Agent Mark may only speak to John, the person who provided the PTC.
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?
- correct 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)
- correct 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.
- correct 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?
- correct 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)
- correct 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.
- correct 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?
- correct 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?
- correct 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?
- correct 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 that begin?
- correct answer Upon notification or effective date of the loss, which ever is earlier
answers A+ Grade
Consumer John provides his cell phone number on agent Mark's Permission to Contact (PTC) mechanism
and indicates he wants to be called as a means of contact. What does that mean? (select all that apply)
- correct answer 1.Agent Mark may only call John, not text him.
2. Agent Mark may only speak to John, the person who provided the PTC.
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?
- correct 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)
- correct 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.
- correct 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?
- correct 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)
- correct 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.
- correct 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?
- correct 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?
- correct 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?
- correct 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 that begin?
- correct answer Upon notification or effective date of the loss, which ever is earlier
