Annual Election Period (AEP) :

• The Case for Medicare Supplements
  

  Letter from Jarod Kesselring / Stephens-Matthews Marketing Senior Product Manager
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• Mutual Update
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• CMS Guarantee Issue Scenarios During AEP

Below are the requirements, needed in order for Medicare applicant’s to make the switch from Med Advantage to a Medicare Supplement. 

Sentinel:

Disenroll during AEP and MADP

Complete the MA section on the Medicare supplement application; and

1. Send ONE of the following with the application

a. A copy of the applicant’s MA plan’s termination notice

b. A copy of the letter the applicant sent to his/her MA plan requesting disenrollment

c. A signed statement that the applicant has requested to be disenrolled from his/her MA plan

d. Image of insurance ID card (only allowed if MA plan is being terminated)

Mutual / Gerber:

Medicare Advantage (MA) Proof of Disenrollment

If applying for Medicare supplement, Underwriting cannot issue coverage without proof of disenrollment. If a member

disenrolls from Medicare, the MA plan must notify the member of his/her Medicare supplement guaranteed issue rights.

Disenroll during AEP and MADP

Complete the MA section on the Medicare supplement application; and

1. Send ONE of the following with the application

a. A copy of the applicant’s MA plan’s termination notice

b. Image of insurance ID card (only allowed if MA plan is being terminated)

c. Certification of group coverage

d. Copy of the termination letter from employer or group carrier