UHC - UNITED HEALTHCARE - 2026
CERTIFICATIONS | COMPREHENSIVE
QUESTIONS & ANSWERS | GRADE A | 100%
CORRECT -THE ULTIMATE GUIDE FOR YR.
(2026/2027)
Terms in this set (72)
Consumer John provides his 1.Agent Mark may only call John, not text him.
cell phone number on agent 2. Agent Mark may only speak to John, the person who
Mark's Permission to Contact provided the PTC.
(PTC) mechanism and
indicates he wants to be
called as a means of contact.
What does that mean?
(select all that apply)
Agent Charlie receives a Charlie may only email Rebecca marketing material Business
Reply Card from related to Prescription Drug Plans. consumer Rebecca. Rebecca has
provided her email address only and wants information about standalone Prescription
Drug Plans. What can
Charlie do?
1
, 1. Eligibility
From the list below, select
2. Current coverage
the items that should be
3. Current providers
confirmed or obtained when
4. Current prescription medications
conducting a thorough needs
5. Daily living needs such as transportation, fitness,travel
assessment. (select all that
6. Other wish list items such as network restrictions,premium
apply)
amounts, national network needs
Match the election period to 1. MA-OEP: Consumers can switch or disenroll fromtheir MA
the correct definition. Plan & obtain Original Medicare
2. IEP: Newly eligible consumers can enroll 3 monthsprior,
month of, & 3 months after turning 65
3. AEP: Annual period when any Medicare consumercan 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 You should inform the consumer that the plan has received a
consumer is interested in an "below average" rating.
MA Plan that has a 2star
rating?
A member can voluntarily 1. Member moves out of the plan's service area
disenroll from an MA Plan or 2. Member loses entitlement to either Part A or Part B
PDP or they can be
involuntarily disenrolled by
the plan. Select the reasons
below for involuntary
disenrollment.
(select all that apply)
2
, 1. Appeal: Action members take if they disagree withcoverage or
payment decision
2. Summary of benefits: Detailed summary of plan'sbenefits, cost
Can you identify these terms
associated with enrollment sharing and special features
and disenrollment basics? 3. Required involuntary disenrollment: Happens whenmember
Read each statement and loses Part A or B entitlement
then drag the matching term
4. Statement of understanding: Required to be readand
to the statement.
acknowledged by the consumer at the enrollment
5. Star Rating: Medicare's measure of a plan's qualityand
performance
Jared is planning a formal October 17
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?
Tori needs to cancel an At least 6 business days prior to the date of the event
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?
3
CERTIFICATIONS | COMPREHENSIVE
QUESTIONS & ANSWERS | GRADE A | 100%
CORRECT -THE ULTIMATE GUIDE FOR YR.
(2026/2027)
Terms in this set (72)
Consumer John provides his 1.Agent Mark may only call John, not text him.
cell phone number on agent 2. Agent Mark may only speak to John, the person who
Mark's Permission to Contact provided the PTC.
(PTC) mechanism and
indicates he wants to be
called as a means of contact.
What does that mean?
(select all that apply)
Agent Charlie receives a Charlie may only email Rebecca marketing material Business
Reply Card from related to Prescription Drug Plans. consumer Rebecca. Rebecca has
provided her email address only and wants information about standalone Prescription
Drug Plans. What can
Charlie do?
1
, 1. Eligibility
From the list below, select
2. Current coverage
the items that should be
3. Current providers
confirmed or obtained when
4. Current prescription medications
conducting a thorough needs
5. Daily living needs such as transportation, fitness,travel
assessment. (select all that
6. Other wish list items such as network restrictions,premium
apply)
amounts, national network needs
Match the election period to 1. MA-OEP: Consumers can switch or disenroll fromtheir MA
the correct definition. Plan & obtain Original Medicare
2. IEP: Newly eligible consumers can enroll 3 monthsprior,
month of, & 3 months after turning 65
3. AEP: Annual period when any Medicare consumercan 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 You should inform the consumer that the plan has received a
consumer is interested in an "below average" rating.
MA Plan that has a 2star
rating?
A member can voluntarily 1. Member moves out of the plan's service area
disenroll from an MA Plan or 2. Member loses entitlement to either Part A or Part B
PDP or they can be
involuntarily disenrolled by
the plan. Select the reasons
below for involuntary
disenrollment.
(select all that apply)
2
, 1. Appeal: Action members take if they disagree withcoverage or
payment decision
2. Summary of benefits: Detailed summary of plan'sbenefits, cost
Can you identify these terms
associated with enrollment sharing and special features
and disenrollment basics? 3. Required involuntary disenrollment: Happens whenmember
Read each statement and loses Part A or B entitlement
then drag the matching term
4. Statement of understanding: Required to be readand
to the statement.
acknowledged by the consumer at the enrollment
5. Star Rating: Medicare's measure of a plan's qualityand
performance
Jared is planning a formal October 17
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?
Tori needs to cancel an At least 6 business days prior to the date of the event
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?
3
