AHIP TRAINING MODULE 5 QUESTIONS AND ANSWERS
You are meeting with Mrs. 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 street looks incorrect. She asks you to fill in the corrected s...
you are meeting with mrs berlin and she has completed an enrollment form for a ma pd plan you represent you not
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AHIP TRAINING MODULE 5 QUESTIONS AND
ANSWERS
You are meeting with Mrs. 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 street looks incorrect. She asks you to fill in the
corrected street name. What should you do? Correct Answer: You MAY correct
this information as long as you add your initials and date next to the correction.
BLOCK is currently enrolled in a MA plan that includes drug coverage. He found a
stand-alone Medicare Rx 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 Rx plan in addition to his MA-PD plan. Correct Answer: If Mr.
Block enrolls in the stand-alone Medicare Rx plan, he will be dis-enrolled from the
MA plan.
You are doing a sales presentation for Mrs. PECK. You know that the Medicare
marketing guidelines prohibit certain types of statements. Apply those guidelines
to the following statements and identify which would be prohibited. Correct
Answer: "If you're not in very good health, you will probably do better with a
different product."
PROHIBITED STATEMENT
You have come to Mrs. BROWN's home for a sales presentation. At the beginning
of the presentation, Mrs. Brown tells you that she has a copy of her medical
record available because she thinks this will help you understand her needs. She
suggests that you will know which questions to ask her about her health status in
order to best assist her in selecting a plan. Correct Answer: You can only ask Mrs.
Brown questions about conditions that affect eligibility, specifically, whether she
has end stage renal disease or one of the conditions that would qualify her for a
special needs plan.
GRANT has just entered his MA ICEP. What action could you help him take during
this time? Correct Answer: He will have one opportunity to enroll in a MA plan.
, KENNY is six months away from turning 65. She wants to know what she will have
to do to enroll in a MA plan as soon as possible. What could you tell her? Correct
Answer: She may enroll in an MA plan beginning three months immediately
before her first entitlement to both Medicare Part A and B.
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. Correct Answer: He is currently in
the Part D IEP and, during this time, he may make one Part D enrollment choice,
including enrollment in a stand-alone Part D plan or a MA-PD plan.
CLAGGETT is 66 years old. She has been covered under both Parts A and B of
Original Medicare for the last six years due to her disability, has never been
enrolled in a MA or Part D plan before. She wants to enroll in a Part D plan. She
knows that there is such a thing as the Part D IEP and has concluded that, since
she has never enrolled in such a plan before, she should be eligible to enroll
under this period. What should you tell her about how the Part D IEP applies to
her situation? Correct Answer: It occurs three months before and three months
after the month when a beneficiary meets the eligibility requirements for Part B,
so she will NOT be able to use it as a justification for enrolling in a Part D plan
now.
FORD enrolled in a MA only plan in mid November. On December 1, he calls you
up and says that he has changed his mind and would like to enroll into a MA-PD
plan. What enrollment rules would apply in this case? Correct Answer: He can
make as many enrollment changes as he likes during the AEP and the last choice
made prior to the end of the period will be the effective one as of January 1.
ANDERSON is a very organized individual and has filled out and brought to you an
enrollment form on October 10 for a new plan available January 1 next year.
What should you do? Correct Answer: Tell Mr. Anderson that you CAN'T accept
any enrollment forms until the AEP begins.
A client wants to give you an enrollment application prior to the beginning of the
AEP because he is leaving on vacation for two weeks and does not want to forget
about turning it in. What should you tell him? Correct Answer: You must tell him
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