Special rules

With respect to each period described in paragraph (2), a State shall select qualifying individuals, subject to paragraph (3), and provide such individuals with assistance, in accordance with the provisions of this section as in effect with respect to calendar year 2003, except that for such purpose—

(A) references in the preceding subsections of this section to a year, whether fiscal or calendar, shall be deemed to be references to such period; and

(B) the total allocation amount under subsection (c) for such period shall be the amount described in paragraph (2) for that period.

For purposes of this subsection—

(A) for the period that begins on January 1, 2008 , and ends on September 30, 2008 , the total allocation amount is $315,000,000;

(B) for the period that begins on October 1, 2008 , and ends on December 31, 2008 , the total allocation amount is $130,000,000;

(C) for the period that begins on January 1, 2009 , and ends on September 30, 2009 , the total allocation amount is $350,000,000;

(D) for the period that begins on October 1, 2009 , and ends on December 31, 2009 , the total allocation amount is $150,000,000;

(E) for the period that begins on January 1, 2010 , and ends on September 30, 2010 , the total allocation amount is $462,500,000;

(F) for the period that begins on October 1, 2010 , and ends on December 31, 2010 , the total allocation amount is $165,000,000;

(G) for the period that begins on January 1, 2011 , and ends on September 30, 2011 , the total allocation amount is $720,000,000;

(H) for the period that begins on October 1, 2011 , and ends on December 31, 2011 , the total allocation amount is $280,000,000;

(I) for the period that begins on January 1, 2012 , and ends on September 30, 2012 , the total allocation amount is $450,000,000;

(J) for the period that begins on October 1, 2012 , and ends on December 31, 2012 , the total allocation amount is $280,000,000;

(K) for the period that begins on January 1, 2013 , and ends on September 30, 2013 , the total allocation amount is $485,000,000;

(L) for the period that begins on October 1, 2013 , and ends on December 31, 2013 , the total allocation amount is $300,000,000;

(M) for the period that begins on January 1, 2014 , and ends on September 30, 2014 , the total allocation amount is $485,000,000;

(N) for the period that begins on October 1, 2014 , and ends on December 31, 2014 , the total allocation amount is $300,000,000;

(O) for the period that begins on January 1, 2015 , and ends on March 31, 2015 , the total allocation amount is $250,000,000;

(P) for the period that begins on April 1, 2015 , and ends on December 31, 2015 , the total allocation amount is $535,000,000; and

(Q) for 2016 and, subject to paragraph (4), for each subsequent year, the total allocation amount is $980,000,000.

For any specific period described in subparagraph (B), (D), (F), (H), (J), (L), (N), or (P) of paragraph (2), the following applies:

(A) The specific period shall be treated as a continuation of the immediately preceding period in that calendar year for purposes of applying subsection (b)(2) and qualifying individuals who received assistance in the last month of such immediately preceding period shall be deemed to be selected for the specific period (without the need to complete an application for assistance for such period).

(B) The limit to be applied under subsection (b)(3) for the specific period shall be the same as the limit applied under such subsection for the immediately preceding period.

(C) The ratio to be applied under subsection (c)(2) for the specific period shall be the same as the ratio applied under such subsection for the immediately preceding period.

The Secretary may increase the allocation amount under paragraph (2)(Q) for a year (beginning with 2017) up to an amount that does not exceed the product of the following:

(A) Maximum allocation amount for previous year In the case of 2017, the allocation amount for 2016, or in the case of a subsequent year, the maximum allocation amount allowed under this paragraph for the previous year.

(B) Increase in part B premium The monthly premium rate determined under section 1395r of this title for the year divided by the monthly premium rate determined under such section for the previous year.

(C) Increase in part B enrollment The average number of individuals (as estimated by the Chief Actuary of the Centers for Medicare & Medicaid Services in September of the previous year) to be enrolled under part B of subchapter XVIII for months in the year divided by the average number of such individuals (as so estimated) under this subparagraph with respect to enrollments in months in the previous year.