Before completing an enrollment form for Maria Gomez about a MA-Part D plan, Linda must provide which information?

• A. I, II, and IV only
• B. I, II, and III only
• C. I and II only
• D. II, III, and IV only

Answer: (B)

To complete an MA-Part D enrollment form, the most important step is correctly identifying the beneficiary and tying that identity to the Medicare records. The three essential pieces of information are the beneficiary’s full legal name, their date of birth, and a unique Medicare identifier (such as the Medicare number or MB I). These items let you locate the exact record, verify eligibility, and ensure the enrollment is processed for the correct person. The fourth piece of information isn’t required to finish the enrollment form itself; it may be optional or used for secondary purposes beyond enrollment. So the three identifying elements are necessary, while the additional item is not needed to complete the enrollment.