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• MA OEP corresponding to individual’s 65th birthday: Mrs. Jenkin’s 65th birthday is June 20. She is entitled to Part A and enrolls in Part B effective June 1. She also enrolls in an MA plan effective July 1. In this scenario, Mrs. Jenkins’ MA OEP begins the month of entitlement to both A and B and continues through the last day of the third month of entitlement (June 1–August 31).

• MA OEP corresponding to delay of Part B enrollment: Mr. Lake’s 65th birthday was April 20, 2020. He is entitled to Part A beginning April 1, 2020. He is currently working, and has employer-sponsored coverage, and decides to enroll in Part B after he retires. He retires in April 2021 and enrolls in Part B effective May 1, 2021. He also enrolls in an MA plan effective June 1, 2021. In this scenario, Mr. Lake’s MA OEP is May 1, 2021, through July 31, 2021.

NOTE: During the MA OEP, individuals may not: • Switch from Original Medicare to join an MA plan. • Make Part D plan changes if enrolled in Original Medicare, • Make enrollment changes if enrolled in a Medicare Savings Account (MSA), cost plan, or PACE plan.

30.5 – Open Enrollment Period for Institutionalized Individuals (OEPI) 42 CFR §§ 422.60(a)(2), 422.62(a)(4), 422.68(c), and 423.38(c)(25)

Occurs: Continuous for an MA-eligible institutionalized individual who moves into, resides in, or moves out of an institution. The OEPI ends two months after the month the individual moves out of the institution (See 42 CFR § 422.2 for definition of “institutionalized”).

Effective date: Generally, the first of the month following the plan’s receipt of the enrollment request.

Who can use: An MA-eligible individual who meets the “institutionalized” requirements listed in 42 CFR § 422.2.

Changes permitted: • Enrollment into MA plan (MA-only, MA-PD) • Disenrollment from MA plan (MA-only, MA-PD) • Enrollment into Original Medicare

The OEPI does not permit elections into or out of an MA MSA plan, as provided by 42 CFR § 422.62(a)(4) and 422.62(d).

An MAO that has chosen to be closed for OEPI enrollment requests must accept requests for disenrollment during the OEPI, as institutionalized individuals that are eligible to make elections under the OEPI may opt to enroll in Original Medicare or elect a different MA plan at any time.