UHC - United Healthcare - 2026
Certifications Exam Questions and
Answers
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
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,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)
©COPYRIGHT 2025, ALL RIGHTS RESERVED 2
, 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
©COPYRIGHT 2025, ALL RIGHTS RESERVED 3
Certifications Exam Questions and
Answers
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
©COPYRIGHT 2025, ALL RIGHTS RESERVED 1
,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)
©COPYRIGHT 2025, ALL RIGHTS RESERVED 2
, 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
©COPYRIGHT 2025, ALL RIGHTS RESERVED 3
