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,Mr. Khan's employer has recently dropped It means that he qualifies for a one-time opportunity to enroll in a Part D
comprehensive creditable prescription drug coverage prescription drug plan.
that was offered to company retirees. The company
told Mr. Khan that, because he was affected by this
change, he would qualify for a special election period.
Mr. Khan contacted you to find out more about what
this means. What can you tell him?
Mr. Chambers suffers from diabetes which has gotten If there is a special needs plan (SNP) in Mr. Chambers's area that specializes in
progressively worse during the last year. He is currently caring for individuals with diabetes, he may enroll in the SNP at any time under
enrolled in Original Medicare (Parts A and B) and a Part a special election period (SEP).
D prescription drug plan and did not enroll in a
Medicare Advantage (MA) plan during the last annual
open enrollment period (AEP) which has just closed.
Mr. Chambers has heard certain MA plans might
provide him with more specialized coverage for his
diabetes and wants to know if he must wait until the
next annual open enrollment period (AEP) before
enrolling in such a plan. What should you tell him?
,Which of the following individuals are likely to qualify II, III, and IV only
for a special election period (SEP) for either an MA or
Part D due to a change of residence?
I. Edward (enrolled in MA and Part D) moves to a new
home within the same neighborhood in his existing
plan's service area.
II. Fiona (enrolled in MA and Part D) moves cross-
country to an area outside her existing plan's service
area.
III. Gilbert moves into a plan service area where there is
now a Part D plan available to him from a service area
where no Part D plan was available.
IV. Henry makes a permanent move to a new state
providing him with new MA and Part D options
, Mr. Washington is turning 65 next month and has asked He is currently in the Part D Initial Enrollment Period (IEP), and during this time,
you what he can do, and when he must do it, with he may make one Part D enrollment choice, including enrollment in a stand-
respect to enrolling in Part D. What could you tell him? alone Part D plan or an MA-PD plan.
Mrs. Fowler is moving and a friend told her she might It is a period, outside of the Annual Election Period, when a Medicare
qualify for a "special election period" to enroll in a new beneficiary can select a new or different Medicare Advantage and/or Part D
Medicare Advantage plan. She contacted you to ask prescription drug plan. Typically, the special election period is beneficiary
what a special election period is. What could you tell specific and results from events, such as when the beneficiary moves outside of
her? the service area.
When Emma first became eligible for Medicare, she She should remain in Original Medicare until the annual election period
enrolled in Original Medicare (Parts A and B). She is running from October 15 to December 7, during which she can select an MA
now 67 and will turn 68 on July 1. She would now like to plan.
enroll in a Medicare Advantage (MA) plan and
approaches you about her options. What advice would
you give her?
Mr. and Mrs. Orozco attended one of your sales If she can do so, only Mrs. Orozco can sign her enrollment form. Mrs. Orozco
presentations. They've asked you to come to their home will have to wake up to sign her form or do so at another time.
to clear up a few questions. During the presentation,
Mrs. Orozco feels tired and tells you that her husband
can finish things up. She goes to bed. At the end of your
discussion, Mr. Orozco says that he wants to enroll both
himself and his wife. What should you do?