PDP app, withdrawn / cancelled, current remains - correct?

Nov 26, 2018

  1. sshafran
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    sshafran Guru

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    Clarifying...

    Current client submitted a PDP app a week ago. Based on the info she gave me, we did a new app for a new part d for her.

    New info came in, and she would be better off with the original. I instructed her to call the new carrier and withdraw the application.

    Because the new Part D policy will not go in to effect, the current Part D plan will not be automatically cancelled, correct?
     
    sshafran, Nov 26, 2018
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  2. sshafran
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    Also, would it matter if the 2019 Part D plan had a "pending" status or an "issued - future coverage" status?

    Assuming, no... but again, just don't want her to have no Part D next year and I'm willing to re-write her current Part D just to be sure, but I also don't want to waste time...
     
    sshafran, Nov 26, 2018
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  3. StephanieCJ
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    StephanieCJ Super Genius

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    My understanding is that as long as she calls and cancels prior to the effective date then her current coverage will remain intact.
     
  4. vic120
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    AEP things go wrong, I would resubmit new app for original to avoid issues, Regardless of what is supposed to happen
     
    vic120, Nov 26, 2018
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  5. Todd King
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    Todd King IMO/FMO Owner

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    I'll 2nd this.
     
  6. JaBrooklyn
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    I would resubmit....I cant spend 9 hours on the phone calling carriers like wellcare, asking to speak to a manager and they will screw up the cancellation anyway.
     
  7. GoPokes
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    GoPokes Guru

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    If I remember correctly, last app in during AEP wins.
     
    GoPokes, Nov 28, 2018
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  8. StephanieCJ
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    StephanieCJ Super Genius

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    Do both actually. Call and cancel and get last app in. We had a client last year moved companies from talking to another agent who did not verify her meds. Was going to cost her a lot more out of pocket to switch it back. Tried doing last app in to get her back to original carrier. Original carrier rejected the app because she was already enrolled with them, even though Medicare.gov was showing future coverage as new carrier. Cover all of your basis here.
     
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