Election Scenario

MA member wants to switch in February

Existing MA enrollee unhappy with plan, calling in February.

Training material only. Not legal, compliance, or enrollment advice. Always defer to current CMS guidance, your FMO's compliance team, and your carrier certifications. See disclaimers.

Scenario

A current Medicare Advantage member calls on February 12. They enrolled in their current MA plan during last year's AEP and want to switch to a different MA plan or drop back to Original Medicare with a stand-alone PDP.

Which election period applies?

Medicare Advantage Open EnrollmentJan 1 – Mar 31. One MA-to-MA or MA-to-Original-Medicare change.No election period currently appliesNo election window is open for this specific request today.SEP — OtherAnother documented SEP applies — scenario body names which one.Annual Election PeriodOct 15 – Dec 7. Changes take effect January 1.

On this scenario: 0/0 correct — no attempts yet.

Sources

Reviewed Jul 14, 2026 · GoAEP editorial

42 CFR §422.62
Medicare Advantage election periods (AEP, OEP, SEPs).

Not marketing material. Not for consumer distribution. CMS rules evolve — verify against current guidance before use.

Educational drill only. Rules and CMS guidance evolve — always defer to current CMS publications, your FMO compliance team, and your carrier certifications.