Transcript Document
Understanding Medicare
Module 1
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1
Lessons
1. Medicare Basics
2. Original Medicare Plan
3. Medicare Advantage Plans (Part C)
and other Medicare plans
4. Medicare prescription drug coverage
(Part D)
5. Programs for people with limited
income and resources
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Medicare Basics
Module 1: Lesson 1
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Medicare Basics
Lesson 1 Topics
Medicare overview
Enrollment
Part A
Part B
Medicare plan choices
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Medicare
Health insurance for people
Age 65 and older
Under age 65 with certain disabilities
Any age with End-Stage Renal Disease (ESRD)
Administered by
Centers for Medicare & Medicaid Services (CMS)
Enroll through
Social Security Administration (SSA) or
Railroad Retirement Board (RRB)
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Applying for Medicare
Apply 3 months before age 65
Need not be retired
Automatically enrolled if receive Social
Security or Railroad Retirement benefits
If don’t already receive benefits, apply
3 months before age 65
• Call SSA at 1-800-772-1213
– TTY users call 1-800-325-0778
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Medicare
Medicare has
Part A – Hospital coverage
Part B – Medical coverage
Part C – Medicare Advantage Plans (like
HMOs and PPOs)
Part D – Prescription drug coverage
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Paying for Medicare Part A
Most people receive Part A premium free
People with less than 10 years of Medicarecovered employment
Can pay a premium to get Part A
For information, call SSA
1-800-772-1213
TTY users call 1-800-325-0778
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Enrolling in Medicare Part B
Initial Enrollment Period (IEP)
7 months beginning 3 months before age 65
General Enrollment Period (GEP)
January 1 through March 31 each year
Coverage effective July 1
Premium increases 10% for each 12-month
period you were eligible but did not enroll
• Pay this penalty as long as you have Part B
• Limited exceptions
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Enrolling in Medicare Part B
Special Enrollment Period
Sign up within 8 months of the end of
employer or union health plan coverage
No increased premium
For questions or to enroll
Call SSA or RRB
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Paying for Medicare Part B
Monthly Medicare Part B premium
2006
• Most people pay $88.50
2007
• Most people pay $93.50
• Some with higher incomes pay more
Some programs may help
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Paying the Part B Premium
Taken out of your monthly payment
Social Security
Railroad Retirement
Federal Government retirement
For information about premiums
Call SSA or RRB
• Office of Personnel Management if a retired Federal
employee
May be billed every 3 months
Medicare Easy Pay
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Part A Helps Pay for
Hospital inpatient care
Skilled nursing facility (SNF) care
Home health care
Hospice care
Blood
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Hospital Stays
Covered services
Semi-private room
Meals
General nursing
Other hospital services and supplies
Includes care in critical access hospitals
190 days in a lifetime for inpatient mental
health care
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Skilled Nursing Facility Care
Must meet all of the following conditions
Require daily skilled services
Hospital inpatient at least 3 consecutive
days
Admitted to SNF within 30 days after
leaving hospital
Care is for a condition treated in the
hospital
MUST be Medicare participating SNF
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Skilled Nursing Facility Coverage
Semi-private room
Meals
Skilled nursing care
Physical, occupational, and speechlanguage therapy
Medical social services
Medications, medical supplies/equipment
Ambulance transportation
Dietary counseling
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Home Health Care
Covered services
Part-time skilled nursing care
Therapy
• Occupational
• Physical
• Speech-language
Some home health aide services
Durable medical equipment
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Home Health Care
For as long as you are eligible
Limited hours per day
Limited days per week
Four conditions
Doctor must make a plan for your care at home
Must need specific skilled services
Must be homebound
Home health agency must be Medicare-approved
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Hospice
Special care for terminally ill
And family
If you likely have less than 6 months to live
Certification required for each “period of care”
Two 90-day periods
Unlimited 60-day periods
Hospice provider must be Medicare-approved
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Covered Hospice Services
Medical equipment and supplies
Drugs for symptom control and pain relief
Respite care in a Medicare-certified facility
Up to 5 days each time
No limit to number of times
Home health aide and homemaker services
Social worker services
Dietary counseling
Grief counseling
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Part B Helps Pay for
Doctors’ services
Outpatient medical and surgical services and
supplies
Diagnostic tests
Outpatient therapy
Outpatient mental health services
Some preventive health care services
Other medical services
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Covered Preventive Services
“Welcome to Medicare”
physical exam
Bone mass
measurement
Cardiovascular
screenings
Colorectal cancer
screenings
Diabetes screenings
Glaucoma tests
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Mammograms (screening)
Pap test/pelvic exam/
clinical breast exam
Prostate cancer screening
Flu shots
Pneumococcal shots
Hepatitis B shots
Smoking cessation
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Part B Also Helps Pay for
Clinical laboratory tests
Home health services
Durable medical equipment
Outpatient hospital services
Blood
Ambulance service
If other transportation would endanger your health
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Medicare Plan Choices
Original Medicare Plan
Medicare Advantage Plans
Other Medicare plans
Medicare drug plans
Medicare Prescription Drug Plans
Medicare Advantage Plans and other Medicare
plans with prescription drug coverage
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Original Medicare Plan
Module 1: Lesson 2
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Original Medicare Plan
Lesson 2 Topics
What it is and how it works
Your costs in Original Medicare Plan
Assignment
Medigap (Medicare Supplement
Insurance)
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Original Medicare Plan
Red, white, and blue Medicare card
Part A and/or Part B
Go to any provider that accepts Medicare
You pay
Part B premium
• Part A free for most people
Deductibles
Coinsurance or copayments
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Medicare Card (front)
Jane Doe
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Medicare Card (back)
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Medicare Claims Contractors
Fiscal Intermediary (FI)
Regional Home Health Intermediary (RHHI)
Medicare Carrier
Durable Medical Equipment Regional
Carrier (DMERC)
Medicare Administrative Contractors (MAC)
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Original Medicare Plan—Part A
Charges based on “benefit period”
Inpatient hospital care and SNF services
Begins day admitted to hospital
Ends when no care received in a hospital or
SNF for 60 days in a row
You pay deductible for each benefit period
No limit to number of benefit periods
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Paying for Hospital Stays
Each benefit period in 2006 you pay
Inpatient hospital stay of 1 – 60 days
• $952 total
Days 61 – 90
• $238 per day
Days 91 – 150
• $476 per day
• 60 Lifetime Reserve Days
All costs for each day beyond 150 days
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Paying for Hospital Stays
Each benefit period in 2007 you pay
Inpatient hospital stay of 1 – 60 days
• $992 total
Days 61 – 90
• $248 per day
Days 91 – 150
• $496 per day
• 60 Lifetime Reserve Days
All costs for each day beyond 150 days
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Skilled Nursing Facility Care
Each benefit period in 2006 you pay
Days 1 – 20
• $0
Days 21 – 100
• $119 per day in 2006
• $124 in 2007
All costs after 100 days
Must meet requirements for Medicarecovered stay
Does NOT include custodial care
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Paying for Home Health Care
In the Original Medicare Plan you pay
Nothing for covered home health care
services
20% of the Medicare-approved amount for
covered durable medical equipment
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Paying for Hospice Care
In the Original Medicare Plan you pay
Up to $5 for prescription drugs
5% for inpatient respite care
• Amount can change each year
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Paying for Part B
In the Original Medicare Plan you pay
Monthly Part B premium
• $88.50 in 2006
• $93.50 in 2007
Yearly deductible
• $124 in 2006
• $131 in 2007
20% coinsurance for most services
Some copayments
Some programs may help
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Assignment
Agreement between you, doctor, and Medicare
Applies to Original Medicare Part B claims
Providers who accept assignment
Can’t try to collect more than Medicare deductible
and coinsurance amounts
Providers who don’t accept assignment
May charge more than Medicare-approved amount
• Limit of 15% more for most services
– Doesn’t apply to supplies
May ask you to pay entire charge at time of service
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Assignment
In some cases, providers must accept
assignment
Some examples
• Medicare Part B-covered prescription drugs
• Ambulance providers
Doctors/providers generally have to file claim
May have to file own claim for Part B-covered
drugs or supplies
• If supplier or pharmacy not enrolled in Medicare
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Private Contracts
Agreement between you and doctor
Original Medicare Plan will not pay
Medigap will not pay
Other Medicare plans will not pay
You will pay charges
No claim should be submitted
Cannot be asked to sign in an emergency
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Therapy Limits
$1,740 cap
Effective January 1, 2006
Combined physical therapy and speech-language
pathology services
Separate cap for occupational therapy
Exceptions allowed
If medically necessary
Certain diagnoses get automatic exception
Some situations justify automatic exception
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What Is Medigap?
Health insurance policies
•
•
•
•
•
Sold by private insurance companies
Follow Federal and state laws that protect you
Must say “Medicare Supplement Insurance”
Cover “gaps” in Original Medicare Plan
12 standardized policies, plans A – L
• Except in Massachusetts, Minnesota, Wisconsin
• Costs may vary
• By plan
• By company
• Where you live
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How Medigap Works
Only works with Original Medicare
Don’t need Medigap policy in
• Medicare Advantage Plan
• Other Medicare plans
Can go to any doctor, hospital, or
provider that accepts Medicare
Except with a Medigap SELECT policy
You pay a monthly premium
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Medicare Advantage Plans
and Other Medicare Plans
Module 1: Lesson 3
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Medicare Advantage Plans
Lesson 3 Topics
What are Medicare Advantage Plans
and other Medicare plans
Who can join
How plans work
Joining and switching plans
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What Are Medicare Advantage
Plans?
Health plan options approved by Medicare
Run by private companies
Part of the Medicare program
Sometimes called “Part C”
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Medicare Advantage Plans
Medicare Health Maintenance
Organization (HMO)
Medicare Preferred Provider
Organization (PPO)
Medicare Private Fee-for-Service (PFFS)
Medicare Special Needs Plans (SNPs)
Medicare Medical Savings Account (MSA)
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Other Medicare Plans
Medicare Cost Plans
Demonstrations/Pilot Programs
Programs of All-inclusive Care for the
Elderly (PACE)
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Who Can Join?
Eligibility requirements
Live in plan’s service area
Have Medicare Part A
Have Medicare Part B
Not have ESRD at time of enrollment
• Some exceptions
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How Do Medicare Advantage
Plans Work?
Generally get all Medicare-covered services
through the plan
Can include prescription drug coverage
May have to see certain doctors or go to
certain hospitals to get care
Benefits and cost-sharing may be different
from those in Original Medicare Plan
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Out-of-Pocket Costs
Generally must still pay Part B premium
Some plans may pay all or part
May pay additional monthly premium
Pay other out-of-pocket costs
Different from Original Medicare Plan
Vary from plan to plan
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In a Medicare Advantage Plan
Still in Medicare program
Still have Medicare rights and protections
Still get all regular Medicare-covered services
May get extra benefits
Such as vision, hearing, or dental care
May be able to get prescription drug
coverage
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Medicare HMO Plans
Copayment amounts set by plan
Generally must get care and services
from plan’s network
Use doctors and hospitals that join the plan
May have to pay in full for care outside
plan’s network
• Covered if emergency or urgently needed care
• Point-of-Service option allows visits to “out-ofnetwork” providers
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Medicare HMO Plans (cont’d)
May need to choose primary care doctor
Usually need a referral to see a specialist
Doctors can join or leave
May get Medicare drug coverage
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Medicare PPO Plans
Can see any doctor or provider that
accepts Medicare
Don’t need referral to see specialist
Don’t need referral to see out-of-network
provider
Copayment amounts set by plan
• Will usually pay more for out-of-network care
May get Medicare drug coverage
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Medicare PFFS Plans
Can see any Medicare-approved doctor or
hospital that accepts the plan
Can get services outside service area
Don’t need referral to see a specialist
Plan sets copayment amounts
Can get emergency care anywhere
Without prior approval
If offered, can get Medicare prescription drug
coverage
If not offered, can join a Medicare Prescription
Drug Plan
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Medicare Special Needs Plans
(SNPs)
May limit membership to people
In certain institutions (like a nursing home)
Eligible for both Medicare and Medicaid
With certain chronic or disabling conditions
Designed to provide
Special expertise of providers
Focused care management
Available in limited areas
Must provide prescription drug coverage
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Medicare MSA Plans
Will be offered beginning in 2007
Similar to Health Savings Account plans
Have two parts
1. Medicare Advantage Plan with high deductible
•
Pays covered costs after you meet annual deductible
– Deductible varies by plan
2. Medical Savings Account
•
Medicare deposits money the person may use
– To pay health care costs
MSA demonstration available in some areas
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Medicare Cost Plans
Available in limited areas
Similar to Medicare HMO Plans
Except out-of-network services covered under
Original Medicare Plan
Can join any time plan accepts new members
Can leave at any time
Prescription drug coverage may be offered
If not offered, can join a Medicare Prescription
Drug Plan
Plans may differ for some rules
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Medicare Demonstrations/
Pilot Programs
Special projects
Test improvements in Medicare coverage,
payment, and quality of care
Eligibility usually limited
Specific group of people
Specific area of country
Examples
Medicare Advantage Plan for ESRD patients
New Medicare preventive services
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Medicare PACE Plans
Programs of All-inclusive Care for the Elderly
Combine medical, social, and long-term care
services for frail elderly people
Include prescription drug coverage
Might be better choice than nursing home
Only available in states that offer it under
Medicaid
Qualifications vary from state to state
Contact state Medical Assistance office to see if
you qualify
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When Can You Join?
You can join a Medicare Advantage Plan
or other Medicare plan
When first eligible for Medicare
• Initial Enrollment Period
Specific enrollment periods
• Annual Coordinated Election Period
• Medicare Advantage Open Enrollment Period
• Special Enrollment Periods
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When Can You Switch?
Annual Coordinated Election Period
Medicare Advantage Open Enrollment
Period
Special circumstances
Move out of the plan’s service area and
can’t stay in the plan
Plan leaves Medicare program
Other special situations
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Annual Coordinated Election
Period
November 15 – December 31
Can choose new plan
New plan starts January 1 (in most cases)
Plan must accept new members
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Medicare Advantage
Open Enrollment Period
January 1 – March 31, 2007
Same period each year
Change effective first day of following month
Cannot be used to start or stop Medicare
drug coverage
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Medicare Advantage Plan
Open Enrollment Period Limits
If coverage is
Can use OEP to
get
Cannot use OEP to
get
Medicare Advantage Plan
with prescription drug
coverage (MA-PD)
MA-PD or
Original Medicare and
PDP
MA-only or
Original Medicare only
(Exception: PFFS and PDP)
Medicare Advantage Plan
with no prescription drug
coverage (MA-only)
MA-only or
Original Medicare only
MAPD or
Original Medicare and PDP
Original Medicare Plan and a
prescription drug plan (PDP)
MA-PD
MA-only or
A different PDP to use with
Original Medicare
Original Medicare Plan only
MA-only
MA-PD or
Original Medicare and PDP
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Medicare Prescription Drug
Coverage
Module 1: Lesson 4
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Lesson 4 Topics
Overview
Eligibility and enrollment
Extra help
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Prescription Drug Coverage
Coverage began January 1, 2006
Available for all people with Medicare
Provided through
Medicare Prescription Drug Plans
Medicare Advantage Plans and other
Medicare plans
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Prescription Drug Costs
Costs vary by plan
Most people will pay
Monthly premium
Deductible
Copayments or coinsurance
Very little after $3,850 out-of-pocket in 2007
Extra help available for people with
limited income and resources
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Eligibility and Enrollment
You must
Have Medicare Part A, Part B, or both
Live in plan’s service area
Enroll in a Medicare prescription drug plan
to get coverage
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Enrollment Periods
Initial Enrollment Period (IEP)
7 months beginning 3 months before the
first month of Medicare eligibility
Can change plans
Annual Coordinated Election Period
• November 15 – December 31 each year
Some special enrollment periods available
Some people are enrolled automatically
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Late Enrollment Penalty
People who wait to enroll after their IEP
Pay additional 1% of base beneficiary
premium
• For every month eligible and not enrolled
• For as long as they have Medicare drug
coverage
Except those with other creditable drug
coverage
• Coverage at least as good as Medicare
prescription drug coverage
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Special Enrollment Periods
For people who
Permanently move out of plan’s service area
Lose creditable prescription drug coverage
Enter, reside in, or leave a long-term care facility
• Like a nursing home
Have Medicaid or are in a Medicare Savings
Program
• Have a continuous special enrollment period
Have other exceptional circumstances
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Extra Help
Help with drug plan costs for people with
limited income and resources
Eligibility determined by SSA or state
Income and resources are counted
Some groups are automatically eligible
People with Medicare and
• Medicaid
• Supplemental Security Income only
• Medicare Savings Programs
Everyone else must apply
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Income and Resource Limits
Income
Below 150% Federal poverty level
2006
amounts
• $1,225 per month for an individual* or
• $1,650 per month for a married couple*
• Based on family size
Resources
2006
amounts
Up to $11,500 (individual)
Up to $23,000 (married couple)
• Includes $1,500/person funeral or burial expenses
• Counts savings and stocks
• Does not count home you live in
*Higher amounts for Alaska and Hawaii
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How to Apply for Extra Help
Multiple ways to apply
Paper application
www.socialsecurity.gov
State Medical Assistance office
Local organization
You or someone on your behalf can
apply
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Drug Plan Costs for People with
Extra Help
Those below Federal poverty level save over
95% on average
People with lowest income and resources
Pay no premiums or deductibles
Have small or no copayments
Those with slightly higher income and
resources
Have a reduced deductible
Pay a little more out of pocket
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Programs for People with
Limited Income and Resources
Module 1: Lesson 5
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Lesson 5 Topics
Medicaid
Medicare Savings Programs (MSP)
Help for people living in U.S. territories
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Medicaid
Federal-state health insurance program
People with limited income and resources
Certain people with disabilities
If eligible, most health care costs covered
Eligibility determined by state
Application processes and benefits vary
Office names vary
Social Services
Public Assistance
Human Services
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Medicare Savings Programs
Help from Medicaid paying Medicare
premiums
For people with limited income and
resources
May also pay Medicare deductibles and
coinsurance
Programs include
• Qualified Medicare Beneficiary (QMB)
• Specified Low-income Medicare Beneficiary
(SLMB)
• Qualifying Individual (QI)
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Programs in U.S. Territories
Help people pay their Medicare costs
U.S. territories
Puerto Rico
Virgin Islands
Guam
Northern Mariana Islands
American Samoa
Programs vary
Contact state Medical Assistance office
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If you think you might qualify…
1. Review guidelines
2. Collect your personal documents
3. Get more information
Call your state Medical Assistance office
Call your SHIP
Call your local Area Agency on Aging
4. Complete application with state
Medical Assistance office
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Module 1 Lessons
1. Medicare Basics
2. Original Medicare Plan
3. Medicare Advantage Plans (Part C)
and other Medicare plans
4. Medicare prescription drug coverage
(Part D)
5. Programs for people with limited
income and resources
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For More Information
1-800-MEDICARE (1-800-633-4227)
TTY users should call 1-877-486-2048
Medicare & You handbook
Other Medicare publications
www.medicare.gov
www.cms.hhs.gov
Your local State Health Insurance
Assistance Program (SHIP)
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Thanks for your attention!
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