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Up to 3 months before their part B effective date.

Enrollment Reasons

Plan

Medicare Code/Reason

Dialer

Code/Reason

Uses

MA/MAPD/PDP

ICEP

ICE

ICEP

May not be used again after the plan goes into effect

Medigap

GI

GI

May not be used again after the plan goes into effect

Additional Details

  • If the customer is adding part B during the Medicare General Enrollment Period (January 1-March 31) for a July 1 effective date, the SEP is available from April 1- June 30 for a July 1 effective date.

  • If the customer is adding part B due to a loss of credible coverage (ie, customer opted to delay part B in order to stay enrolled in their, or their spouses, group coverage), the SEP last for 3 months preceding the part B effective date.

  • Some Veteran’s opt out of Part B, when they turn 65 to avoid paying the Part B premium, because they feel that they don’t need Medicare Part B. They can always change their mind. If you encounter a person in this category, gently encourage them to contact the Social Security Administration to discuss the option of enrolling in to Part B and whether or not they would have to pay the Late Enrollment Penalty for Part B.