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Situation
The shopper is aging-in to Medicare due to turning 65. This is a common situation and easy to work with as it grants an SEP for Medicare Advantage/PDPs and allow for GI enrollment into supplements.
When to Enroll
Medicare Advantage/PDPs
Up to 3 months before the the first day of the month of the 65th, birthday, the month of, and up to 3 months after.
If the enrollment is completed during the initial 3 months of the enrollment window, the effective date will occur on the first day of the month of the 65th birthday.
If the enrollment occurs anytime after the initial 3 months of the enrollment window, the effective date will occur on the first day of the month after the enrollment took place.
It is best to complete the enrollment during the first 3 months to avoid a potential lapse in coverage.
Supplements
Up to 3 months before the the first day of the month of the 65th, birthday, the month of, and up to 6 months after.
If the enrollment is completed during the initial 3 months of the enrollment window, the effective date will occur on the first day of the month of the 65th birthday.
If the enrollment occurs anytime after the initial 3 months of the enrollment window, the effective date will occur on the first day of the month after the enrollment took place.
It is best to complete the enrollment during the first 3 months to avoid a potential lapse in coverage.
Enrollment Reasons
MAPD/PDP - IEP (May not be used again after the plan goes into effect)
MA-Only - ICEP (May not be used again after the plan goes into effect)
Medigap - GI (No limit to the number of uses until the enrollment window expires)