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The following standards apply, in addition to all other applicable program requirements:

MA plan Part D plan For applicants without an existing business relationship with the organization, enrollment requests can only be accepted during an incoming call from the applicant All elements of the enrollment request must be provided solely by the applicant or their authorized representative, though they may receive assistance from a family member, friend, etc. Applicants must be advised that they are completing an enrollment request The applicant must agree to be recorded and verbally attest to their intent to enroll during the call A tracking mechanism is created as evidence the enrollment request was received (e.g., confirmation number) Individuals must receive notification/acknowledgment that the enrollment was received (see § 50.9.1) Telephonic ICEP enrollment requests from individuals enrolled in a non-Medicare plan under the same organization (or parent organization) and transitioning to the MA plan without a break in coverage may be based on the simplified opt-in enrollment mechanism as described in § 40.1.7 N/A

Scripts for completing an enrollment request in this manner must be developed by the plan and submitted to CMS for review and approval. The scripts must contain the required elements for completing an enrollment request as described in Appendix 2 and must receive CMS approval.