General Chance
Beginnings and Effective Dates
Name that Election
PDPs
Special Circumstances
100

This is the time frame when the Open Enrollment Period occurs each year.

What is January 1 to March 31?

100

This is the only effective date allowed for most Special Election Periods.

What is the month following receipt of the app?

100

You would use this election period if you recently moved out of the service area of your Medicare Advantage plan.

What is SEP Change in Residence?

100

These are the requirements for enrolling into a PDP using IEP.

What is the client has EITHER A or B for the first time*?

 *For PDP elections, consumer only has to have Part A or Part B to be eligible.

100

I am moving into, live in, or recently moved out of a Long-Term Care Facility (e.g., a nursing home or long-term care facility), this is the Election Period I should use. 

What is SEP – Institutional?

200

During OEP, this is the maximum number of plan changes a Medicare Advantage member can make using this election?

What is one?

200

You enrolled into a plan using the Annual Enrollment Period election. This is when your plan starts.

What is January 1st?

200

You would use this election period if you had a change to your LIS or Medicaid status within the last 3 months.

What is SEP Change in Dual/LIS status?

200

These Election Periods can not be used to enroll into a PDP.

What are SEP Chronic Condition and ICEP Delayed Part B?

200

I have a Chronic Condition and I'm not enrolled in a Chronic SNP for that condition. This is the Election Period I should use.

What is SEP Chronic?

300

These are the type of plans you can switch from and to during OEP.

What are from one Medicare Advantage plan to another, from Medicare Advantage back to original Medicare, or enrolling into a standalone PDP coming from an MA plan?

300

If you enroll in Medicare during the 3 months BEFORE your 65th birthday, your coverage begins on this month.

What is your birthday month?

300

You would use this election period if you were disenrolled from a CSNP due to not being verified and the end of the second month on plan.

What is SEP Special Need Chronic?

300

This Election Period is no longer available for MAPD plans, but still available for PDPs.

What is Dual/LIS Maintaining?

300

My plan is no longer offered for my area. This is the Election Period I should use.

What is SEP Contract Non Renewal?

400

You're eligible to use the OEP election if you are enrolled in this type of plan on January 1st.

What is a Medicare Advantage plan?

400

If you enroll during the month you turn 65, your coverage begins at this time.

What is the following month?

400

You would use this election period if you delayed enrolling into Part B 3 months or more from your Part A start date.

What is ICEP Delayed Part B?

400

This Election Period can only be used to disenroll from a PDP if a client maintains other types of creditable coverage, such as VA or TRICARE For Life.

What is SEP Eligible for Other Creditable Coverage ?

400

I could not enroll at the proper time due to a FEMA declared weather-related emergency or a major disaster. This is the Election Period I should use.

What is SEP Government Declared Disaster?

500

If you are enrolled in these type of plans, you may not use the OEP election.

What are PDPs, Med Supps, and some state Medicare-Medicaid plans?

500

This is the number of months you can choose an effective date in advance of losing employer coverage using the SEP Loss of EGHP.

What is 3?

500

This election allows enrollment once per month into a Fully Integrated Dual Eligible SNP (FIDE), Highly Integrated Dual Eligible SNP (HIDE), or Applicable Integrated Plan (AIP) for full benefit dually eligible individuals who are enrolled in, or are in the process of enrolling in, the D-SNP’s affiliated Medicaid Managed Care Organization (MCO) to align enrollment.

What is SEP Integrated Care?

500

This Election Period can only be used for PDPs and is for consumers who dropped a Medigap policy to enroll into an MA-PD plan for the first time and who are still in a “Trial Period” .

What is SEP Individual drop Medigap – Trial Period?

500

I was disenrolled from my  DSNP due to loss of Medicaid. This is the Election Period I should use.

What is SEP Loss of SNP Status?