Helping states develop integrated programs for individuals who are dually eligible for Medicare and Medicaid
- February 24, 2026CMS notifies MA organizations with CY2027 D-SNP look-alike plans.
- March 19, 2026MA organizations and Part D plan sponsors must submit to CMS parent organization designation updates.
- March 31, 2026CY2025 Part C and D reporting requirements resubmission deadline.
- April 1 - June 15, 2026Complete 2026 data validation of the CY2025 Part C and D reporting requirements.
- Early April 2026Deadline for MA organizations to submit full contract consolidation requests to CMS for CY2027.
- April - May 2026CMS releases guidance for MA plans, including D-SNPs, regarding CY2027 renewal options, including crosswalks.
- No later than April 6, 2026CMS releases final announcement of CY2027 MA capitation rates and Part C and D payment policies
- April 9, 2026CMS releases guidance for D-SNP look-alikes about CY2027 transitions and plan-submitted rollover (POVER) transactions.
- April 10, 2026CMS releases the Plan Creation Module, Plan Benefit Package (PBP) module, and Bid Pricing Tool software in HPMS. Organizations interested in offering an MA or Part D product in CY2027 must submit a PBP.
- April 27, 2026CY2025 Part C and D Reporting Requirements deadline for D-SNP Transmission of Admission Notification and Medicare Prescription Payment Plan.
- May 2026CMS releases CY2027 models for MA plan Annual Notice of Change (ANOC), Evidence of Coverage (EOC), Low Income Subsidy (LIS) rider, Part D Explanation of Benefits, formularies, transition notice, provider directory, and pharmacy directory.
- May - July 2026CMS releases the integrated Member ID card template for states that will have Applicable Integrated Plan (AIP) D-SNPs in CY2027, as well as model materials for certain states that choose to develop state-specific models with CMS for certain AIP materials.
- May 8, 2026MA organizations with D-SNP look-alike plans submit CY2027 transition plans to CMS.
- Late May 2026Qualification determinations provided to CY2027 applicants for new contracts or service area expansions.
- May 22, 2026CMS issues preliminary approvals/rejections for D-SNP lookalike transitions.
- May 29, 2026Model of Care (MOC) renewal submissions due for D-SNPs, I-SNPs and C-SNPs with MOC approvals ending December 31, 2026.
- May 29, 2026Submission period begins for plans to submit CY2027 marketing materials and communication materials, as applicable, to CMS for review via the HPMS Marketing Module.
- June 2026CMS begins triennial provider network adequacy reviews for active MA plans, including D-SNPs.
- June 2026MA organizations with D-SNP look-alike plans notify CMS of their transitions via HPMS.
- Early June - Late August 2026Completion of CMS’s CY2027 bid review and approval, to include pricing, PBPs, and formularies. Deadline for MAOs/Part D sponsors to submit attestations, contracts, initial actuarial certifications, and final actuarial certifications.
- June 1, 2026Deadline for all MA and Part D plans to submit in HPMS (1) CY2027 bids and formulary files and (2) contract non-renewals and service area reductions for CY2027.
- June 2-3, 2026Initial submission period for MA organizations to request crosswalk exceptions for CY2027.
- June 3, 2026CMS 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, 2026Second submission period for Plans/Part D sponsors to request CY2027 crosswalk exceptions in HPMS.
- July 2026CY2027 Model Notice Corrections memo release.
- July 6, 2026Deadline for submission of D-SNP SMACs to CMS.
- Late July - Early August 2026 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.
- August 1, 2026If, on or before this date, CMS issues a termination notice to an MA organization with an effective date of December 31, 2026, the MA organization must issue notices to the affected plan enrollees at least 90 days prior to the effective date of the term.
- August-September 2026Plan preview periods of Part C & D Star Ratings in HPMS.
- August – September 2026Plan preview periods of Part C & D Star Ratings in HPMS.
- Mid-August 2026CMS sends approval letters to D-SNP look-alikes for transitions and POVER processes.
- Late August 2026CMS notifies all D-SNPs of final determinations of integration status and sanctions based on CY2027 SMACs.
- August 20, 2026CMS releases CY2027 contract materials in HPMS for MA and Part D plans (including D-SNPs).
- August 31, 2026CY2027 contract execution deadline
- August 31, 2026CY2026 Part C and D reporting requirements data submission for enrollment/disenrollment.
- Mid-September, 2026All CY2027 MA and PDP contracts fully executed (signed) by both Part C/Part D plan sponsors and CMS.
- September 30, 2026Deadline for all MA organizations (including D-SNPs) to send the standardized ANOC to enrollees. Plans that have Part D cost sharing must also send the Low Income Subsidy (LIS) rider to enrollees by this date.
- October 1, 2026CMS releases CY2027 plan and drug benefit information in the Medicare Plan Finder (MPF) on Medicare.gov.
- October 1, 2026MA and PDP plan marketing begins for CY2027. Organizations may market both CY2026 and CY2027 simultaneously but must clearly indicate which plan year is being discussed.
- Early-Mid October 2026Plans submit MARx transactions for approved crosswalk exceptions (in accordance with the guidance provided in the End-of-Year Enrollment and Payment Systems Processing Information HPMS memo).
- Early-Mid October 2026MA organizations of D-SNP look-alikes submit any approved POVER transactions.
- Early-Mid October 2026MA and Part D plan Star Ratings released on Medicare.gov.
- October 2, 2026Deadline 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.
- Mid-October 2026CMS releases CY2028 NOIA for MA organizations wishing to apply for new contracts or service area expansions.
- Mid-Late October 2026POVER transactions must be complete (if required) according to the End-of-Year Enrollment and Payment Systems Processing Information Memo.
- October 15, 2026Deadline 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.
- October 15, 2026Deadline 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, 2026Medicare Annual Election Period begins. Medicare beneficiaries can enroll in MA or Part D plans for CY2027.
- November 11, 2026CY2028 NOIA deadline to ensure access to HPMS for MA organizations applying for new contracts or service area expansions.
- December 7, 2026End of the Annual Election Period.