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INDIVIDUAL ENROLLMENT REQUEST FORM INSTRUCTIONS

Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc.

2101 East Jefferson Street, Rockville, MD 20852

kp.org/medicare

Kaiser Permanente Medicare Plus (Cost)

IMPORTANT INFORMATION – Read all pages of the enrollment form before signing

Completing and returning this form is your first step to becoming a Kaiser Permanente Medicare Plus member. If you and your spouse or domestic partner are both applying, you will each need to complete a separate form. If you have any questions concerning benefits and services that are provided by or excluded under this agreement, or for help completing this form, call Member Services, seven days a week, between 8 a.m. and 8 p.m., toll free at 1-888-777-5536, or TTY 711 before signing this form. ABOUT THE ENROLLMENT PROCESS – Submitting your enrollment form

• If you are completing a paper form,

1. Remove the perforated tab at the top of the page. 2. Separate all pages BEFORE filling out the form. 3. Fill out the separated pages completely.

4. Keep the pink copy for your records.

5. Mail the white and yellow copies to Kaiser Permanente in the enclosed postage-paid envelope.

• If you downloaded this form online, print out the form, fill out the form completely, sign it, and make a copy for your records. Then mail the original signed form to:

Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. Kaiser Permanente Medicare Plus

P.O. Box 6368

Rockville, MD 20849-9805

• Please print your answers and use only black or blue ink.

• Select the plan you want to enroll in and your premium payment option.

• Be sure to select a primary care physician from our Provider Directory or online at kp.org/doctor. If you do not select a primary care physician, we will select one for you. You may change your primary care physician anytime.

• Do not drop off your application at a Kaiser Permanente Medical Center as this may delay your enrollment.

When we receive your application, we will verify your eligibility for Medicare Parts A and B or Part B only. Upon acceptance, we will send you a letter that tells you the date your coverage becomes

effective. Later, we will send your Kaiser Permanente Medicare Plus identification card. You should not disenroll from any Medicare supplemental plan or Medigap or Medicare Select Plan until you receive written notification from us confirming that Medicare has approved your enrollment.

Warning MD residents: Any person who knowingly or willfully presents a false or fraudulent claim for payment of a loss or benefit or who knowingly or willfully presents false information in an application for insurance is guilty of a crime and may be subject to fines and confinement in prison.

Warning DC residents: Any person who knowingly presents a false or fraudulent claim for payment of a loss or benefit or knowingly presents false information in an application for insurance is guilty of a crime and may be subject to fines and confinement in prison.

Warning VA residents: Any person who knowingly presents a false or fraudulent claim for payment of a loss or benefit or knowingly presents false information in an application for insurance is guilty of a crime and may be subject to other actions as allowed by law.

Kaiser Permanente is a Cost plan with a Medicare contract. Enrollment in Kaiser Permanente depends on contract renewal.

Start here – Tear and separate pages along the perforated edge before completing

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Name Kaiser Permanente Medical Record Number

To Enroll in Kaiser Permanente Medicare Plus, Please Provide the Following Information: Please check which plan you want to enroll in.

Kaiser Permanente Medicare Plus plans with Part D prescription drug coverage Medicare Plus High Option with Part D Prescription drug coverage for people with

Medicare Parts A and B (Cost) $129 per month*

Medicare Plus Standard Option with Part D Prescription drug coverage for people with Medicare Parts A and B (Cost) $25 per month*

Medicare Plus Basic Option with Part D Prescription drug coverage for people with Medicare Parts A and B (Cost) $19 per month*

Medicare Plus Standard Option with Part D Prescription drug coverage for people with Medicare Part B only (Cost) $396 per month*

Medicare Plus Basic Option with Part D Prescription drug coverage for people with Medicare Part B only (Cost) $408 per month*

Kaiser Permanente Medicare Plus plans without Part D prescription drug coverage Medicare Plus High Option without prescription drug coverage for people with

Medicare Parts A and B (Cost) $85 per month*

Medicare Plus Standard Option without prescription drug coverage for people with Medicare Parts A and B (Cost) $15 per month*

Medicare Plus Basic Option without prescription drug coverage for people with Medicare Parts A and B (Cost) $0 per month*

Medicare Plus Basic Option without prescription drug coverage for people with Medicare B only (Cost) $373 per month*

*This information is not a complete description of benefits. Contact the plan for more information.

Limitations, copayments, and restrictions may apply. Benefits, premiums and/or copayments/coinsurance may change on January 1 of each year. You must continue to pay your Medicare Part B premium and any other applicable Medicare premium(s), if not otherwise paid by Medicaid or another third party.

MAS Medicare Plus – Individual Plan Page 1 of 7

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Name Kaiser Permanente Medical Record Number

MAS Medicare Plus – Individual Plan Page 2 of 7

Please indicate your requested enrollment effective date __ __/__ __/__ __ __ __ (M M / D D / Y Y Y Y)

Last Name First Name Middle Initial Mr. Mrs. Ms.

Birth Date

(__ __/__ __/__ __ __ __) (M M / D D / Y Y Y Y)

Gender M F

Phone Number ( )

Permanent Residence Street Address

City State County ZIP Code

Mailing Address (only if different from your Permanent Residence Address) Street Address

City State ZIP Code

E-mail Address

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Name Kaiser Permanente Medical Record Number

Please Provide Your Medicare Insurance Information Please take out your Medicare card to complete

this section.

• Please fill in these blanks so they match your red, white and blue Medicare card

- OR -

• Attach a copy of your Medicare card or your letter from the Social Security Administration or Railroad Retirement Board.

You must have Medicare Part B to join a Medicare Cost plan.

Your Plan Premium Payment Options

You can pay your monthly plan premium (including any late enrollment penalty you may owe) by mail each month. You can also choose to pay your premium by automatic deduction from your Social Security or Railroad Retirement Board benefit check each month. If you are assessed a Part D-Income Related Monthly Adjustment Amount, you will be notified by the Social Security Administration. You will be responsible for paying this extra amount in addition to your plan premium. You will either have the amount withheld from your Social Security or Railroad Retirement Board benefit check or be billed directly by Medicare. Do NOT pay the Part D-IRMAA extra amount to Kaiser Permanente.

People with limited incomes may qualify for extra help to pay for their prescription drug costs. If you qualify, Medicare could pay for 75% or more of your drug costs including monthly prescription drug premiums, annual deductibles, and coinsurance. Additionally, those who qualify won’t have a coverage gap or a late enrollment penalty. Many people qualify for these savings and don’t even know it. For more information about this extra help, contact your local Social Security office, or call Social Security at 1-800-772-1213. TTY users should call 1-800-325-0778. You can also apply for extra help online at www.socialsecurity.gov/ prescriptionhelp.

If you qualify for extra help with your Medicare prescription drug coverage costs, Medicare will pay all or part of your plan premium for this benefit. If Medicare pays only a portion of this premium, we will bill you for the amount that Medicare does not cover.

If you don’t select a payment option, you will receive a bill each month. Please select a premium payment option:

Receive a bill

Automatic deduction from your monthly SSA/RRB (Railroad Retirement Board) benefit check. (The SSA deduction may take two or more months to begin after Social Security/RRB approves the deduction. In most cases, if Social Security/RRB accepts your request for automatic deduction, the first deduction

MAS Medicare Plus – Individual Plan Page 3 of 7

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Name Kaiser Permanente Medical Record Number

Please read and answer these important questions: 1. Do you have End-Stage Renal Disease (ESRD)? Yes No

If you answered “yes” to this question and you do not need regular dialysis anymore, or have had a successful kidney transplant, please attach a note or records from your doctor showing you do not need dialysis or have had a successful kidney transplant.

2. Do you or your spouse/domestic partner work? Yes No

Do you have health coverage through your or your spouse/domestic partner’s current or former employer? Yes No

If “yes,” please provide the following information:

Employer Name Employer Address

Policy Holder Name Policy Number

3. Are you enrolled in your State Medicaid program? Yes No If “yes,” please provide your Medicaid number

4. Some individuals may have other drug coverage, including other private insurance such as through an employer or spouse/domestic partner’s employer, TRICARE, Federal Employee health benefits coverage, VA benefits or State Pharmaceutical Assistance Programs.

Do you or will you have other prescription drug coverage in addition to Kaiser Permanente Medicare Plus? Yes No

If “yes,” please list your other coverage and your identification (ID) number(s) for this coverage: Name of other coverage ID # for this coverage Group # for this coverage

Please choose the name of a Primary Care Physician (PCP), clinic or health center (if required):

Please check one of the boxes below if you would prefer us to send you information in a language other than English or in another format:

Spanish

Braille Large Print CD

Please contact Kaiser Permanente at 1-888-777-5536 if you need information in another format or language than what is listed above. Our office hours are seven days a week, 8 a.m. to 8 p.m. TTY users should call 711.

MAS Medicare Plus – Individual Plan Page 4 of 7

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Name Kaiser Permanente Medical Record Number

Please Read This Important Information

If you currently have health coverage from an employer or union, joining Kaiser Permanente Medicare Plus could affect your employer or union health benefits. If you have health coverage from an employer or union, joining Kaiser Permanente Medicare Plus and selecting the Medicare Prescription Drug benefit may change how your current coverage works. Read the communications your employer or union sends you. If you have questions, visit their website, or contact the office listed in their communications. If there is no information on whom to contact, your benefits administrator or the office that answers questions about your coverage can help.

Please Read and Sign the Next Page By completing this enrollment application, I agree to the following:

Kaiser Permanente Medicare Plus is a Medicare health plan and I will need to keep my Medicare Part B. I can be in only one Medicare Health plan at a time. It is my responsibility to inform you of any prescription drug coverage that I have or may get in the future. I know I may disenroll from this plan at any time by sending a written request to Kaiser Permanente Medicare Plus or by calling 1-800-MEDICARE

(1-800-633-4227) anytime, 24 hours a day, 7 days a week. TTY users should call 1-877-486-2048. Kaiser Permanente Medicare Plus serves a specific service area. If I move out of the area that Kaiser Permanente Medicare Plus serves, I need to notify the plan so I can disenroll and find a new plan in my new area. Once I am a member of Kaiser Permanente Medicare Plus, I have the right to appeal plan decisions about payment or services if I disagree. I will read the Evidence of Coverage document from Kaiser Permanente Medicare Plus when I receive it to know which rules I must follow in order to receive coverage with this Medicare health plan

I understand that beginning on the date Kaiser Permanente Medicare Plus coverage starts, in order for Kaiser Permanente Medicare Plus to fully cover my medical services (except for emergency or urgently needed services), all of my health care must be provided or arranged by Kaiser Permanente Medicare Plus. If I obtain services not provided or arranged by the plan, I will be responsible for all Medicare deductibles and coinsurance, as well as any additional charges as prescribed by the Medicare program. I may also be liable for charges not covered by Medicare.

Medicare beneficiaries are generally not covered under Medicare while out of the country except for limited coverage in Canada and Mexico. Services authorized by Kaiser Permanente Medicare Plus and other services contained in my Kaiser Permanente Medicare Plus Evidence of Coverage document (also known as a member contract or subscriber agreement) will be covered.

MAS Medicare Plus – Individual Plan Page 5 of 7

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Name Kaiser Permanente Medical Record Number

Release of Information: By joining this Medicare health plan, I acknowledge that the Medicare health plan will release my information to Medicare and other plans as is necessary for treatment, payment and health care operations. I also acknowledge that Kaiser Permanente Medicare Plus will release my information, including my prescription drug event data, to Medicare, who may release it for research and other purposes which follow all applicable Federal statutes and regulations. The information on this enrollment form is correct to the best of my knowledge. I understand that if I intentionally provide false information on this form, I will be disenrolled from the plan.

I understand that my signature (or the signature of the person authorized to act on my behalf under State law where I live) on this application means that I have read and understand the contents of this application. If signed by an authorized individual (as described above), this signature certifies that: 1) this person is authorized under State law to complete this enrollment and 2) documentation of this authority is available upon request by Kaiser Permanente Medicare Plus or by Medicare.

Your Signature Today’s Date

If you are the authorized representative, you must provide the following information: Name

Address

Phone Number ( ) -

Relationship to Enrollee

Office Use Only:

Name of staff member (if assisted in enrollment): Plan ID#

IEP: AEP: SEP (type):

MAS Medicare Plus – Individual Plan Page 6 of 7

White and yellow copies: Please return to Kaiser Permanente • Pink copy: Please keep for your records

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ATTESTATION OF ELIGIBILITY FOR AN ENROLLMENT PERIOD

Typically, you may enroll in a Medicare Prescription Drug Plan only during the annual enrollment period from October 15 through December 7 of each year. Additionally, there are exceptions that may allow you to enroll in a Medicare Prescription Drug Plan outside of the annual enrollment period.

Please read the following statements carefully and check the box if the statement applies to you. By checking any of the following boxes you are certifying that, to the best of your knowledge, you are eligible for an Enrollment Period. If we later determine that this information is incorrect, you may be disenrolled.

I am new to Medicare.

I recently moved outside of the service area for my current plan or I recently moved and this plan is a

new option for me. I moved on (insert date) .

I recently returned to the United States after living permanently outside of the U.S. I returned to the

U.S. on (insert date) .

I have both Medicare and Medicaid or my state helps pay for my Medicare premiums. I get extra help paying for Medicare prescription drug coverage.

I no longer qualify for extra help paying for my Medicare prescription drug coverage. I stopped receiving

extra help on (insert date) .

I live in or recently moved out of a Long-Term Care Facility (for example, a nursing home or long term care facility). I moved/will move into/out of the facility on (insert date) .

I recently left a PACE program on (insert date) .

I recently involuntarily lost my creditable prescription drug coverage (as good as Medicare’s).

I lost my drug coverage on (insert date) .

I am leaving employer or union coverage on (insert date) .

I belong to a pharmacy assistance program provided by my state.

My plan is ending its contract with Medicare, or Medicare is ending its contract with my plan. I am making this enrollment request between January 1 and February 14, and I recently ended my enrollment in a Medicare Advantage plan. I left my Medicare Advantage plan on

(insert date) .

If none of these statements applies to you or you’re not sure, please contact Kaiser Permanente Medicare Plus at 1-866-415-0785 to see if you are eligible to enroll. We are open Monday through Friday, 8:30 a.m. to 5 p.m. TTY users should call 1-866-513-0008.

MAS Medicare Plus – Individual Plan Page 7 of 7

Name Kaiser Permanente Medical Record Number

References

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