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Please Complete This Section To Help Determine Which Election Period You Qualify For
Typically, you may enroll in a Medicare Advantage plan only during the Annual Enrollment Period from October 15
through December 7 of each year. There are exceptions that may allow you to enroll in a Medicare Advantage Plan
outside of this period.
Please read the following statements carefully and please check the box if the statement applies to you. By checking
any of the following boxes you are certifying that, to the best of your knowledge, you are eligible for an Enrollment
Period. If we later determine that this information is incorrect, you may be disenrolled.
I am enrolling during the Annual Enrollment Period
(AEP) from October 15 to December 7.
I am new to Medicare.
I am enrolled in a Medicare Advantage plan and want
to make a change during the Medicare Advantage
Open Enrollment Period (MA OEP).
I recently moved outside of the service area for my
current plan or I recently moved and this plan is a new
option for me. I moved on ______/______/______.
I recently was released from incarceration. I was
released on ______/______/______.
I recently returned to the United States after living
permanently outside of the U.S. I returned to the U.S.
on ______/______/______ .
I recently obtained lawful presence status in the United
States. I got this status on ______/______/______.
I recently had a change in my Medicaid (newly got
Medicaid, had a change in level of Medicaid assistance,
or lost Medicaid) on ______/______/______.
I recently had a change in my Extra Help paying for
Medicare prescription drug coverage (newly got Extra
Help, had a change in the level of Extra Help, or lost
Extra Help) on ______/______/______.
I have both Medicare and Medicaid (or my state helps
pay for my Medicare premiums) or I get Extra Help
paying for my Medicare prescription drug coverage,
but I haven’t had a change.
I am moving into, live in, or recently moved out of a
Long Term Care Facility (for example, a nursing home
or long-term care facility). I moved/will move into/out of
the facility on______/______/______.
I recently left a PACE program on
______/______/______.
I recently involuntarily lost my creditable prescription
drug coverage (coverage as good as Medicare’s).
I lost my drug coverage on ______/______/______.
I am leaving employer or union coverage on
______/______/______.
I belong to a pharmacy assistance program provided
by my state.
My plan is ending its contract with Medicare, or
Medicare is ending its contract with my plan.
I was enrolled in a plan by Medicare (or my state) and
I want to choose a different plan. My enrollment in that
plan started on ______/______/______.
I was enrolled in a Special Needs Plan (SNP) but I
have lost the special needs qualification required to
be in that plan. I was disenrolled from the SNP on
______/______/______.
I was affected by a weather-related emergency or
major disaster (as declared by the Federal Emergency
Management Agency (FEMA). One of the other
statements here applied to me, but I was unable to
make my enrollment because of the natural disaster.
None of these statements apply to me.
If none of these statements apply to you or you’re not sure,
please contact EmblemHealth at 800-447-9169, TTY: 711,
8 am to 8 pm, 7 days a week from October 1 to March 31
and 8 am to 8 pm, Monday to Friday from April 1 to
September 30, to see if you are eligible to enroll.
For Company Use Only
Staff Member/Agent/Broker Signature: _______________________________ Agent/Broker ID#: ________________
Date Accepted: _______________ Source Code: _____________________ Location: _________________________
Election Period: ICEP/IEP: ____________ AEP: ___________ SEP (type): _____________
Scope of Appointment (required if not seminar):
Yes Seminar No Seminar
PRIVACY ACT STATEMENT: The Centers for Medicare & Medicaid Services (CMS) collects information from Medicare
plans to track beneficiary enrollment in Medicare Advantage (MA) Plans, improve care, and for the payment of Medicare
benefits. Sections 1851 and 1860D-1 of the Social Security Act and 42 CFR §§ 422.50 and422.60 authorize the collection of this
information. CMS may use, disclose and exchange enrollment data from Medicare beneficiaries as specified in the System
of Records Notice (SORN) “Medicare Advantage Prescription Drug (MARx)”, System No. 09-70-0588. Your response to this
form is voluntary. However, failure to respond may affect enrollment in the plan.