2022 AHIP Module 5 QUIZ
Mr. 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. What could you tell him? - He is currently in the Part D Initial
Enrollment Period (IEP) and, during this time, he may make one Part D enrollment choice, including
enrollment in a stand-alone Part D plan or an MA-PD plan.
Mr. Johannsen is entitled to Medicare Part A and Part B. He gains the Part D low-income subsidy.
How does that affect his ability to enroll or disenroll in a Part D plan? - He qualifies for a special
election period and can enroll in or disenroll from a Part D plan once during that period.
Mrs. Schmidt is moving and a friend told her she might qualify for a "Special election period" to
enroll in a new Medicare Advantage plan. She contacted you to ask what a special election period is.
What could you tell her? - a period, outside of the Annual Election Period, when a Medicare
beneficiary can select a new or different Medicare Advantage and/or Part D prescription drug plan.
Typically the Special election period is beneficiary specific and results from events, such as when
the beneficiary moves outside of the service area.
Mrs. Margolis contacts you in August because she will become eligible for Medicare for the first
time in November. She would like to meet and discuss plan choices with you. What advice should
you give her? - You cannot discuss plan options for the following year before October 1. If you meet
before October 1, you can only discuss options for the current plan year. Starting October 1, you are
permitted to simultaneously market plans for the current and prospective years, provided
marketing materials indicate what plan year is being discussed.
When Myra first became eligible for Medicare, she enrolled in Original Medicare (Parts A and B).
She is now 67 and will turn 68 on July 1. She would now like to enroll in a Medicare Advantage
(MA) plan and approaches you about her options. What advice would you give her? - She should
enroll during the Annual Election Period (AEP), which takes place from October 15 to December 7
each year.
Mr. and Mrs. Nunez attended one of your sales presentations. They've asked you to come to their
home to clear up a few questions. During the presentation, Mrs. Nunez feels tired and tells you that
her husband can finish things up. She goes to bed. At the end of your discussion, Mr. Nunez says that
he wants to enroll both himself and his wife. What should you do? - As long as she can do so, only
Mr. 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. What could you tell him? - He is currently in the Part D Initial
Enrollment Period (IEP) and, during this time, he may make one Part D enrollment choice, including
enrollment in a stand-alone Part D plan or an MA-PD plan.
Mr. Johannsen is entitled to Medicare Part A and Part B. He gains the Part D low-income subsidy.
How does that affect his ability to enroll or disenroll in a Part D plan? - He qualifies for a special
election period and can enroll in or disenroll from a Part D plan once during that period.
Mrs. Schmidt is moving and a friend told her she might qualify for a "Special election period" to
enroll in a new Medicare Advantage plan. She contacted you to ask what a special election period is.
What could you tell her? - a period, outside of the Annual Election Period, when a Medicare
beneficiary can select a new or different Medicare Advantage and/or Part D prescription drug plan.
Typically the Special election period is beneficiary specific and results from events, such as when
the beneficiary moves outside of the service area.
Mrs. Margolis contacts you in August because she will become eligible for Medicare for the first
time in November. She would like to meet and discuss plan choices with you. What advice should
you give her? - You cannot discuss plan options for the following year before October 1. If you meet
before October 1, you can only discuss options for the current plan year. Starting October 1, you are
permitted to simultaneously market plans for the current and prospective years, provided
marketing materials indicate what plan year is being discussed.
When Myra first became eligible for Medicare, she enrolled in Original Medicare (Parts A and B).
She is now 67 and will turn 68 on July 1. She would now like to enroll in a Medicare Advantage
(MA) plan and approaches you about her options. What advice would you give her? - She should
enroll during the Annual Election Period (AEP), which takes place from October 15 to December 7
each year.
Mr. and Mrs. Nunez attended one of your sales presentations. They've asked you to come to their
home to clear up a few questions. During the presentation, Mrs. Nunez feels tired and tells you that
her husband can finish things up. She goes to bed. At the end of your discussion, Mr. Nunez says that
he wants to enroll both himself and his wife. What should you do? - As long as she can do so, only
