• Tips for States with Dual Eligible Special Needs Plans Affected by 42 CFR §422.514(h) Federal Regulations

    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.

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  • Key Medicare Advantage Dates

    This calendar of key Medicare Advantage (MA) dates was developed to assist states in the development and implementation of integrated care programs for people dually eligible for Medicare and Medicaid. The dates and information in this calendar are drawn from a more extensive calendar developed by the Centers for Medicare & Medicaid Services (CMS). That more extensive calendar, which CMS updates on an ongoing basis, is available at https://hpms.cms.gov/app/ng/home/.

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  • Using Default Enrollment to Align Coverage for Dually Eligible Medicare-Medicaid Beneficiaries

    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.

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Key Upcoming Dates

June 3, 2026 | Key Medicare Advantage dates
CMS releases CY2027 D-SNP module for D-SNPs to upload required State Medicaid Agency Contracts (SMACs), attestations, and contract matrices in HPMS.
June 17-19, 2026 | Key Medicare Advantage dates
Second submission period for Plans/Part D sponsors to request CY2027 crosswalk exceptions in HPMS.
July 2026 | Key Medicare Advantage dates
CY2027 Model Notice Corrections memo release.
July 6, 2026 | Key Medicare Advantage dates
Deadline for submission of D-SNP SMACs to CMS.
Late July - Early August 2026 | Key Medicare Advantage dates
CMS releases the Part D national average monthly bid amount, the Medicare Part D base beneficiary premium, the Part D regional low-income premium subsidy amounts, the MA regional PPO benchmarks, and the de minimus amount.