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Election Period MA MA-PD PDP Initial Enrollment Period for Part D (also referred to as the Part D IEP)

Initial Coverage Election Period (ICEP)

Annual Coordinated Election Period (AEP) (also referred to as the “Fall Open Enrollment Period”)

Medicare Advantage Open Enrollment Period (MA OEP) (MA enrollees only)

Open Enrollment Period for Institutionalized Individuals (OEPI)

Special Election Periods (SEPs)

30.1 – Part D IEP Social Security Act § 1860D-1(b)(2); 42 CFR §§ 406.13(e), 422.62(b)(22), 423.40(a), 423.38(a)(3), and 423.40(a)

Occurs: The seven-month period that begins three months prior to the month the individual is first eligible for Medicare Part A and ends three months after the first month of eligibility (same as the IEP for Part B). The Part D IEP will generally correspond to the individual’s 65th birthday, 25th month of disability, or active ESRD-status, see 42 CFR § 406.13 for more information about ESRD eligibility.

In general, an individual is eligible to enroll in a Part D plan when they are entitled to Part A and/or enrolled in Part B and live in the service area of a Part D plan.

An individual who is not eligible to enroll in Part D when first getting Medicare (e.g., resided in a foreign country, was incarcerated, unlawfully present, or did not enroll in Part A or Part B during their IEP), will have an IEP for Part D that starts three months before the month of eligibility for Part D and ends three months following the month of eligibility for Part D.

Individuals eligible for Medicare prior to turning 65 (such as for disability) will have another Part D IEP upon turning age 65. Where an individual is eligible for an additional Part D IEP upon turning 65, they are also eligible to make an MA election to coordinate with that additional Part D IEP. For more information on the coordinating MA SEP, see below.

If SSA makes a Medicare entitlement determination for a retroactive date, eligibility for Part D begins the month in which the individual receives notification of the retroactive entitlement decision and continues for three additional months.