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Situation

The shopper is moving to an address with a new zip code.

Select Current Plan Type

 MA/MAPD
  1. Verify the shopper’s current plan.

  2. Verify the desired effective date.

  3. Look up the shopper’s current plan for the desired effective date in their current zip code. Use Medicare.gov as needed.

  4. Look up the shopper’s current plan for the desired effective date in the zip code the shopper is moving to.

  5. If the number at the end of the plan name in their current zip code does not match the number at the end of the plan name in the new zip code, the shopper has an SEP to select a new MA/MAPD. The shopper also has Guaranteed Issue to enroll into a Medigap.

 Medigap + PDP
  1. Verify the shopper’s current PDP plan.

  2. Verify the desired effective date.

  3. Look up the shopper’s current PDP for the desired effective date in the shopper’s current zip code. Use Medicare.gov as needed.

  4. Look up the shopper’s current PDP for the desired effective date in the zip code the shopper is moving to.

  5. If the number at the end of the plan name in their current zip code does not match the number at the end of the plan name in the new zip code, the shopper has an SEP to select a new PDP, MA, or MAPD.

  6. If enrolling into an MA/MAPD, the shopper should be advised to call the Medigap carrier to request disenrollment from the plan.

  7. The shopper should be advised to call the Social Security Administration to notify them of the move. SSN: 1 (800) 772-1213

  8. The shopper may be ok to keep their current Medigap plan because many are nationwide. Advise the shopper to call the carrier to make sure they are ok to keep their current plan. If not, they should call us back and we will enroll them into another Medigap plan.

Enrollment Reasons

Plan

Medicare Code/Reason

Dialer Code/Reason

Uses

MA/MAPD/PDP

MOV

MOV

May not be used again after the plan goes into effect

Medigap

*NA

*NA

 *Many Medigaps are nationwide with no need to change upon moving to another zip code or state. The shopper should be advised to call the carrier to verify. Advise the customer to call us back if they learn they need to enroll into another plan.

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