TN 60 (11-22)

HI 00805.030 Relationship Between Initial and General Enrollment Periods

A. Policy - IEP overlaps GEP

An individual's IEP may overlap a GEP in whole or in part. In such a case, the following considerations apply.

1. GEP ends with or before end of IEP

When the GEP ends with or before the end of an individual's IEP, the GEP has no effect on either the individual's enrollment or date of coverage. That is, the enrollment is based on the IEP.

2. IEP ends prior to end of GEP

If the IEP extends into, but ends prior to, the end of the GEP, the individual has the benefit of the additional time remaining in the current GEP in which to enroll, with a effective date for SMI being the first of the month after the month of enrollment.

REMINDER: Months that elapse between the end of the IEP and the end of the GEP may count against the individual for premium penalty purposes if the period of SMI coverage terminates and the individual subsequently re-enrolls. See HI 01001.010 for information on premium surcharges for late enrollment or re-enrollment.

B. Example

Mary Benton was born 11/4/58. Mary's IEP is 8/1/23 through 2/29/24. If Mary enrolls in SMI during January or February 2024, it is considered an IEP enrollment. If Mary enrolls during March 2024, it is a GEP enrollment and coverage begins with April 1, 2024.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0600805030
HI 00805.030 - Relationship Between Initial and General Enrollment Periods - 11/09/2022
Batch run: 11/09/2022
Rev:11/09/2022