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Broker News | May 2018 | Vol. 13 No. 5
Broker News | May 2018 | Vol. 13 No. 5

Special Election Periods for Medicare-Eligible Clients

Your Medicare eligible clients may be able to join or change Medicare Advantage plans under special circumstances that qualify as Special Election Periods. 

A Special Election Period provides an opportunity to enroll in, or change plans, if your client is:

  • Enrolled in the Elderly Pharmaceutical Insurance Coverage (EPIC)
  • Losing EPIC eligibility
  • Losing Employer sponsored coverage
  • Moving or moved out of a plan service area or to an area with expanded plan options
  • Living in an institution (ie: skilled nursing facility, long term care hospital)
  • Dual eligible (Medicare and Medicaid eligible)
  • No longer Medicaid Eligible
  • Approved for Low Income Subsidy (LIS)
  • Involuntarily losing creditable drug coverage
  • Qualified for other exceptional conditions as determined by CMS


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