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Plan Communications User Guide Appendices, Version 6.3<br />

M: Valid Election Types for Plan-Submitted Transactions<br />

Table M-1 shows the valid election types for Plan-submitted enrollment <strong>and</strong> disenrollment<br />

transactions. <strong>Plans</strong> must ensure the requirements in the CMS Enrollment <strong>and</strong> Disenrollment<br />

guidance applicable to the Plan type are followed to properly determine <strong>and</strong> report the election<br />

type.<br />

Table M-1:Valid Election Types for <strong>Plans</strong><br />

Election Types<br />

PLANS<br />

AEP (A) OEPI (T) SEP (Note 2) IEP (E/F) MADP ICEP (I)<br />

MA Y Y Y N Y Y<br />

MA-PD Y Y Y Y Y Y<br />

PDP<br />

Y<br />

N<br />

(Use coordinating<br />

SEP where<br />

appropriate per<br />

CMS guidance)<br />

Y Y N<br />

(Use<br />

coordinating<br />

SEP where<br />

appropriate<br />

per CMS<br />

guidance)<br />

N<br />

SHMO I Y Y Y Y<br />

SHMO II Y Y Y Y<br />

Cost with Part D<br />

Y<br />

N<br />

(Use coordinating<br />

SEP where<br />

appropriate per<br />

CMS guidance)<br />

Y<br />

Y<br />

Use<br />

coordinating<br />

SEP where<br />

appropriate<br />

per CMS<br />

guidance)<br />

Cost without<br />

Part D<br />

None required; however, if the beneficiary is currently enrolled in an MA Plan, a valid<br />

MA election period is required to leave that program <strong>and</strong> enroll in the cost Plan.<br />

WPP Y Y Y Y Y<br />

ESRD I<br />

ESRD II<br />

PACE National<br />

CCIP / FFS<br />

Demos<br />

MDHO Demo<br />

MSHO Demo<br />

Y<br />

Y<br />

None Required<br />

None Required<br />

None Required<br />

None Required<br />

<strong>December</strong> <strong>28</strong>, 2012 M-1 Valid Election Types for<br />

Plan-Submitted

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