CMS Pub. 100-16, ch. mc86c17d, § 30.2.2

Cost plans who choose this option will follow the following rules:

1. First of the Next Month: Enrollments will be effective the first day of the month

after the month the cost plan receives an enrollment form. The cost plan must be

open to accept such enrollments.

2. November 15 through December 31 of every year: Enrollments received

during this time period will be effective January 1 of the following year (except as

noted below).

(NOTE: Enrollments made between November 15 and November 30 may be

effective December 1 or January 1. The cost plan must allow the individual to

choose the effective date. If no choice is made, January 1 will be the effective

date.)

3. Enrollment Prior to entitlement: Individuals may enroll in a cost plan during the

three months immediately before the individual’s entitlement to Medicare Part A

and/or Part B. The enrollment will be effective the first day of the month of

entitlement to Medicare Part A and/or Part B.

Employer group members only: Cost plans that have contracted with an employer

group may offer beneficiaries enrolling through an employer group effective dates of up

to three months after the month in which the cost plan receives the enrollment form.

However, the effective date may NOT be earlier than the date the cost plan receives the

enrollment form; retroactive transactions are not allowed.