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SEP Questions to ask, when digging for an SEP
Have you recently moved, or will you be moving within the next month?
If they have moved in the last 2 months or moving next month
Use the Move dates
If they moved more than 2 months ago and NEVER updated their address with the Social Security Administration
Use today’s date
Have you recently returned to the United States after living permanently outside of the U.S.?
Have you lost your Medicaid eligibility in the past three months?
Do you get extra help paying for Medicare Prescription Drug coverage?
Do you no longer qualify for extra help paying for Medicare prescription drug coverage?
Have you recently lost your eligibility for a Special Needs Plan?
Have you recently left a PACE program?
Have you recently lost creditable prescription drug coverage involuntarily (as good as Medicare’s)?
Are you leaving or have you left employer or union coverage?
Do you belong to a State Pharmaceutical Assistance Program provided by your state?
Is there a 5-star plan in your area that you would like to enroll in?
Can only be used if enrolling into a 5-star plan and NOT currently in a 5-star plan.
Do you live in, or have you recently moved out of, a Long-Term Care Facility (for example, a nursing home)?