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Effective date: First of the month following the plan’s receipt of the enrollment request, if (1) the enrollment request is made during or after the month that the individual’s entitlement to Part A and/or enrollment in Part B is effective, and (2) the individual will be eligible to enroll in Part D no later than the first day of the next calendar months after making the Part D enrollment request.

If the Part D enrollment is made prior to the month of entitlement to Part A or enrollment in Part B, it is effective the first day of the month that the individual is entitled to or enrolled in Part A or enrolled in Part B.

If the individual is not eligible to enroll in Part D on the first day of the calendar month following the month in which the election to enroll in Part D is made, the enrollment in Part D is effective the first day of the month the individual is eligible for Part D.

Who can use: Individuals who have Part A and/or Part B and meet criteria for enrolling in a Part D plan.

Changes permitted: Enrollment into a PDP or MA-PD.

Examples: • Part D IEP corresponding to an individual’s 65th birthday Mrs. Smith’s 65th birthday is April 20. She is entitled to Medicare Part A (as of April 1), and her Part B IEP began on January 1. Therefore, her Part D IEP began on January 1, and ends on July 31.

• Part D IEP for working individual Mr. Hackerman’s 65th birthday was on March 23, 2020. He is currently working, and while he signed up for Medicare Part A benefits effective March 1, 2020, he declined enrollment in Part B, given his working status. He is eligible for Part D since he has Part A and lives in the Part D plan service area. Even though he did not enroll in Part B, his Part B IEP is still the three months before, the month of, and the three months following, his 65th birthday—that is, December 1, 2019, to June 30, 2020. His IEP for Part D is also December 1, 2019, to June 30, 2020.

• Part D IEP for Medicare beneficiary living abroad Mr. Duke lived in Italy at the time of his 65th birthday, which occurred on August 3, 2019. His Part B IEP began on May 1, 2019, and ended November 30, 2019. He plans to return to the U.S. to reside permanently in June 2021. Since he lived outside of the U.S. and, therefore, was not eligible to enroll in a Part D plan during his IEP for Part B, his IEP for Part D will occur when he meets all the eligibility requirements for Part D, that is, when he has Part A and/or B and lives in a Part D plan service area. His IEP for Part D is March 1, 2021, to September 30, 2021.

• Part D IEP for Medicare beneficiary that was not enrolled in Medicare at the time of their 65th birthday