• January - March
• April - June
• July - September

• Confirming the beneficiary meets the criteria for eligibility (i.e. has LIS or Medicaid).
• Completing the enrollment application.
• Marking this SEP on the application form: 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.

• Medicare 2022 Product Training
• Enrollment Options
• New Broker Orientation

• Medicare Marketing Materials Index
• Broker Material Request Form
• Medicare Producer Guide
• Health Risk Assessment: Agent Process
• Updated 2022 Producer Guide

• Questions? Please contact Medicare Broker Services.