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Medicare Advantage Bid, Contract, Material, and Enrollment Processes: Key Considerations for State Contracting with D-SNPs

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.

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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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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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Latest Resources

Tip Sheet | September 2026

Dually Eligible Individuals: The Basics

Technical Assistance Tool | September 2026

Monthly Integrated Care Exclusively Aligned Enrollment Report: Dually Eligible Individuals Enrolled in Medicare-Medicaid Plans (MMPs), Programs of All-Inclusive Care for the Elderly (PACE), and Applicable Integrated Plans (AIPs)

Technical Assistance Tool | September 2026

Unified Appeal and Grievance Processes for States with Applicable Integrated Plans (AIPs)

Webinars and Trainings | June 2026

Implementing "Medicare-First" Exclusively Aligned Enrollment: Key Steps & Considerations for States

Tip Sheet | June 2026

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

Key Upcoming Dates

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.

Mid-October 2026 | Key Medicare Advantage dates

CMS releases CY2028 NOIA for MA organizations wishing to apply for new contracts or service area expansions.

Medicare Advantage Bid, Contract, Material, and Enrollment Processes: Key Considerations for State Contracting with D-SNPs

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

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

Latest Resources

Key Upcoming Dates