423.2260—Definitions concerning marketing materials.
As used in this subpart—
Marketing materials. Marketing Materials include any informational materials targeted to Medicare beneficiaries which—
(4)
Explain how Medicare services are covered under a Part D plan, including conditions that apply to such coverage.
(i)
General audience materials such as general circulation brochures, newspapers, magazines, television, radio, billboards, yellow pages, or the Internet.
(ii)
Marketing representative materials such as scripts or outlines for telemarketing or other presentations.
(iv)
Promotional materials such as brochures or leaflets, including materials for circulation by third parties (for example, physicians or other providers).
(v)
Membership communication materials such as membership rules, subscriber agreements, member handbooks and wallet card instructions to enrollees.
(vi)
Letters to members about contractual changes; changes in providers, premiums, benefits, plan procedures etc.
(vii)
Membership activities (for example, materials on rules involving non-payment of premiums, confirmation of enrollment or disenrollment, or nonclaim-specific notification information).
(6)
Marketing materials exclude ad hoc enrollee communications materials, meaning informational materials that—
(iv)
Apply to a specific situation or cover member-specific claims processing or other operational issues.
[70 FR 4525, Jan. 28, 2005, as amended at 75 FR 19825, Apr. 15, 2010]