My client moved to a new county. What election period can they use?

“The individual is not eligible to remain enrolled in the plan because of a change in his or her place of residence to a location out of the service area or continuation area or other change in circumstances as determined by CMS but not including terminations resulting from a failure to make timely payment of an MA monthly or supplemental beneficiary premium, or from disruptive behavior.”

“The individual is no longer eligible for the PDP because of a change in his or her place of residence to a location outside of the PDP region(s) in which the PDP is offered; or”

“The individual who, as a result of a change in permanent residence, has new Part D plan options available to them.”

“For an election or change of election made during a special election period as described in § 422.62(b), the coverage or change in coverage is effective the first day of the calendar month following the month in which the election is made, unless otherwise noted.”

“The SEP begins: The date of the change in permanent residence; The month before the change in permanent residence, for an individual who notifies the MA organization or Part D sponsor in advance of the change”

“An individual using this SEP may choose an effective date of up to three months after the month in which the plan receives the individual's enrollment request; however, the effective date may not be earlier than the date the individual moves to the new service area and the plan receives the enrollment request.”