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Mrs. Benson was not eligible for premium-free Part A at the time of her 65th birthday, which occurred on May 15, 2022. Her Part B IEP began on February 1, 2022, and ended on August 31, 2022. Because she was still working, she did not enroll in premium-Part A or Part B; therefore, she was not eligible to enroll in a Part D plan during her IEP for Part B. Her IEP for Part D will occur when she meets all the eligibility requirements for Part D, that is, when she has Part A and/or B, and meets all other requirements for Part D enrollment. Mrs. Benson enrolled in premium-Part A and B in February 2024, during the GEP. Her IEP for Part D is December 1, 2023, to June 30, 2024.

• Part D subsequent IEP for Medicare beneficiary that was enrolled in Medicare at the time of their 65th birthday Mr. Ross turned 65 on May 9, 2021. His subsequent IEP began February 1, 2021 and ended August 31, 2021. He enrolls in a Part D plan on April 7, 2021. The effective date of coverage is May 1, 2021.

• Part D IEP for retroactive Medicare determination Mr. Schlosser received notification of his Medicare determination on June 15, 2020. He was informed in this notice that Medicare Part A was effective as of July 1, 2019. His Part D IEP began June 1, 2020, and ends September 30, 2020.

Coordinating MA SEP:

An individual eligible for an additional Part D IEP, such as an individual currently entitled to Medicare due to disability and who is attaining age 65, may make an MA election to coordinate with the additional Part D IEP. The SEP may be used regardless of whether the individual uses the Part D Initial Election Period to enroll in a PDP.

The SEP may be used to disenroll from an MA plan, with or without Part D benefits, to enroll in Original Medicare, or to enroll in an MA plan that does not include Part D benefits.

The SEP begins and ends concurrently with the additional Part D IEP.

30.2 – Initial Coverage Election Period (ICEP) 42 CFR §§ 406.13(e), 422.62(a)(1), and 422.68(a)

The ICEP is the period during which an individual newly eligible for MA may first enroll in an MA plan.

Occurs:

Always begins three months prior to the date an individual has both Medicare Part A and Part B for the first time. It ends either on:

1. The last day of the second month after the month in which they are first entitled to Part A and enrolled in Part B; or