This technical assistance tool highlights key dates in (1) the CMS bid and contracting process for Medicare Advantage (MA) plans (including D-SNPs), (2) the processes used to develop material templates for MA plans (including integrated material templates for applicable integrated plans), and (3) the Medicare Advantage enrollment process.
In April 2024, CMS released new rules at 42 CFR §422.514(h) for D-SNPs with affiliated Medicaid managed care organizations (MCOs). This ICRC tip sheet provides (1) an overview of those new requirements, which take effect in 2027 and 2030, and a summary of rule exceptions, (2) illustrative examples and options for D-SNP compliance with each rule provision, and (3) action steps for states in working with D-SNPs to ensure compliance with these new rules.
States can allow or require D-SNPs that meet certain requirements to use default enrollment to align Medicare and Medicaid coverage for dually eligible individuals. Under default enrollment, D-SNPs may automatically enroll individuals who are enrolled in a comprehensive Medicaid managed care organization offered by the same parent organization as the D-SNP when those individuals first become eligible for Medicare Parts A and B (at the same time) due to age or disability.
Deadline by which enrollees of non-renewing PDPs, MA plans, MA-PD plans, and cost-based plans must receive final, personalized beneficiary non-renewal notification letters.
October 15, 2026 | Key Medicare Advantage dates
Medicare Annual Election Period begins. Medicare beneficiaries can enroll in MA or Part D plans for CY2027.
October 15, 2026 | Key Medicare Advantage dates
Deadline for MA organizations that need to make corrections to CY2027 ANOCs to submit ANOC errata to CMS in HPMS. MA organizations must send the corrected ANOCs to enrollees immediately following CMS approval.
October 15, 2026 | Key Medicare Advantage dates
Deadline for all MA organizations (including D-SNPs) to send the following documents to current enrollees: EOC (Member Handbook); abridged or comprehensive formularies; and provider and pharmacy directories.
Mid-Late October 2026 | Key Medicare Advantage dates
POVER transactions must be complete (if required) according to the End-of-Year Enrollment and Payment Systems Processing Information Memo.