Moving

Verify the shopper’s current plan.

Verify the desired effective date.

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

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

If the number at the end of the plan name does not match between the old and 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.

Verify the shopper’s current PDP plan.

Verify the desired effective date.

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

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

If the number at the end of the plan name does not match between the old and the new zip code, the shopper has an SEP to select a new PDP, MA, or MAPD.

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

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

The shopper should be ok to keep their current Medigap plan because most Medigap plans 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.