ENROLLMENT GUIDE 2025

Medicare Enrollment Periods 2025: Complete Guide to When & How to Enroll

Understanding Medicare enrollment periods is critical for avoiding penalties, getting the coverage you need, and maximizing your benefits. Whether you're turning 65, changing plans, or experiencing a life change, knowing which enrollment period applies to you can save you thousands of dollars and ensure continuous coverage.

Critical Medicare Enrollment Dates for 2025

Annual Enrollment Period (AEP)
October 15 - December 7, 2025
Medicare Advantage & Part D changes
Medicare Advantage Open Enrollment
January 1 - March 31, 2025
Already in MA? Make one change
Initial Enrollment Period (IEP)
7 months around 65th birthday
First time enrolling in Medicare
Special Enrollment Periods (SEP)
Varies by qualifying event
Life changes trigger enrollment rights

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📅 Enrollment Timeline

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MOST POPULAR ENROLLMENT PERIOD

Annual Enrollment Period (AEP): October 15 - December 7

The Annual Enrollment Period, also called Medicare Open Enrollment, is the main period when anyone with Medicare can make changes to their Medicare Advantage or Part D prescription drug coverage. This is your annual opportunity to review and switch plans.

What You Can Do During AEP:

  • Join a Medicare Advantage plan for the first time if you have Original Medicare
  • Switch Medicare Advantage plans from one MA plan to another
  • Drop Medicare Advantage and return to Original Medicare
  • Enroll in a Part D plan, switch Part D plans, or drop Part D coverage
  • Switch from Medicare Advantage with Part D to separate Medicare Advantage and Part D plans

AEP Quick Facts

Dates
Oct 15 - Dec 7
Every year, consistent dates
Coverage Start Date
January 1
Following year after enrollment
Who Can Use AEP
Anyone with Medicare
Parts A & B required
Changes Allowed
Unlimited
Last change submitted counts

Important AEP Limitations:

  • Cannot change Medicare Supplement (Medigap) plans without medical underwriting during AEP
  • Cannot enroll in Medicare Parts A or B during AEP (use General Enrollment Period)
  • Changes submitted late in the period may be delayed - enroll early to avoid issues
  • If you make multiple changes, only your last submitted enrollment counts

Medicare Advantage Open Enrollment Period: January 1 - March 31

The Medicare Advantage Open Enrollment Period (MA-OEP) is specifically for people already enrolled in a Medicare Advantage plan. During this period, you can make one change to your coverage.

What You Can Do During MA-OEP:

  • Switch from your current Medicare Advantage plan to a different Medicare Advantage plan
  • Drop your Medicare Advantage plan and return to Original Medicare
  • If you drop MA and return to Original Medicare, you can also join a Part D plan

What You CANNOT Do:

  • Cannot join Medicare Advantage for the first time (must use AEP or IEP)
  • Cannot make multiple changes - only one change allowed
  • Cannot switch Part D plans unless dropping MA and enrolling in standalone Part D

MA-OEP Timeline

January 1 - March 31
Enrollment window
First of following month
Coverage effective date
Example: Enroll February 10
Coverage starts March 1

Who Should Use MA-OEP?

  • You're unhappy with your current Medicare Advantage plan
  • Your doctors left your plan's network
  • You want to switch back to Original Medicare
  • You found a better Medicare Advantage plan after AEP ended
Explore Medicare Advantage Options →
FOR NEW MEDICARE BENEFICIARIES

Initial Enrollment Period (IEP): Your First Medicare Enrollment Window

Your Initial Enrollment Period is a 7-month window when you first become eligible for Medicare. For most people, this is around your 65th birthday. This is the most important enrollment period because it offers guaranteed issue rights for Medicare Supplement and avoids late enrollment penalties.

IEP 7-Month Timeline

1-3
3 Months BEFORE Birthday Month
Best time to enroll - coverage starts on birthday month
4
Birthday Month
Coverage starts first day of next month
5-7
3 Months AFTER Birthday Month
Coverage delayed 1-3 months after enrollment

What You Can Enroll In During IEP:

  • Medicare Part A (hospital insurance) - usually automatic if receiving Social Security
  • Medicare Part B (medical insurance) - must actively enroll
  • Medicare Advantage plan (replaces Original Medicare)
  • Medicare Supplement (Medigap) with guaranteed issue rights
  • Part D prescription drug plan

IEP Example Timeline

Birthday: July 15, 2025
You turn 65 on July 15th
IEP Starts: April 1, 2025
3 months before birthday month
Birthday Month: July 2025
Month 4 of your IEP window
IEP Ends: October 31, 2025
3 months after birthday month

Critical IEP Warnings:

  • ⚠️
    Missing IEP can cost you - late enrollment penalties for Part B and Part D last your entire lifetime
  • ⚠️
    Employer coverage matters - if you have creditable employer coverage, you can delay enrollment without penalty
  • ⚠️
    Medicare Supplement guaranteed issue - your 6-month Medigap Open Enrollment starts when Part B begins

IEP Strategy Tips:

  • Enroll in the 3 months BEFORE your birthday for coverage to start on your birthday
  • Start researching plans 4-5 months before turning 65
  • If choosing Medigap, enroll during IEP for guaranteed issue rights
  • Compare Medicare Advantage vs. Original Medicare + Medigap
  • Work with a licensed agent (no cost to you) for personalized guidance

Special Enrollment Periods (SEP): Enrollment Rights for Qualifying Life Events

Special Enrollment Periods allow you to enroll in or change Medicare coverage outside of regular enrollment periods when you experience certain qualifying life events. SEPs provide critical protections and enrollment rights when circumstances change.

🏠

Moving to New Area

Trigger: Permanently move outside your plan's service area

Window: 2 months before move through 2 months after

Changes Allowed: Join, switch, or drop Medicare Advantage or Part D

💼

Losing Employer Coverage

Trigger: Lose employer/union health coverage (including COBRA)

Window: 2 months before through 2 months after coverage ends

Changes Allowed: Enroll in any Medicare plan, including Medigap with guaranteed issue

💰

Qualify for Extra Help

Trigger: Qualify for Medicare Savings Program or Extra Help with prescription costs

Window: Once per quarter when eligible

Changes Allowed: Switch Medicare Advantage or Part D plans

📍

Plan Leaves Your Area

Trigger: Your Medicare Advantage plan stops offering coverage in your county

Window: From notice through 2 months after coverage ends

Changes Allowed: Join another MA plan, return to Original Medicare, or enroll in Medigap (guaranteed issue)

🏥

Nursing Home/Institution

Trigger: Enter, live in, or leave a skilled nursing facility or long-term care hospital

Window: Once per calendar quarter

Changes Allowed: Switch Medicare Advantage or Part D plans

⚠️

Medicare Involuntary Disenrollment

Trigger: Medicare terminates plan contract or plan goes bankrupt

Window: 2 months before through 2 months after disenrollment

Changes Allowed: Enroll in any Medicare plan

🚨

Disaster Emergency

Trigger: Federal or state disaster declaration (hurricane, wildfire, etc.)

Window: During emergency period and 2 months after

Changes Allowed: Switch Medicare Advantage or Part D plans in affected areas

🔄

Medicaid Status Change

Trigger: Gain or lose Medicaid eligibility (dual-eligible status change)

Window: Month you gain/lose Medicaid plus following 2 months

Changes Allowed: Switch to different Medicare Advantage or Part D plan

��

Plan Material Misrepresentation

Trigger: Insurance company misrepresented plan or violated contract terms

Window: Varies by situation - determined case-by-case

Changes Allowed: Switch plans or return to Original Medicare

How to Use a Special Enrollment Period

  1. Verify Qualifying Event: Ensure your situation qualifies for an SEP
  2. Gather Documentation: Collect proof of qualifying event (termination letter, move confirmation, etc.)
  3. Act Within Time Limit: Most SEPs have 63-day windows - don't delay
  4. Submit Enrollment: Apply for new coverage through plan, agent, or Medicare.gov
  5. Provide Proof: Submit documentation proving qualifying event when requested

SEP Important Notes:

  • Most SEPs allow changes only to plans in your current geographic area
  • You typically cannot use SEPs to change Medicare Supplement plans (except specific guaranteed issue situations)
  • Some SEPs are limited to certain types of plans (e.g., 5-star plans have their own SEP from Dec 8-Nov 30)
  • Documentation requirements vary by qualifying event - work with an agent to ensure proper paperwork
MEDICARE SUPPLEMENT ENROLLMENT

Medicare Supplement (Medigap) Open Enrollment Period

Unlike Medicare Advantage, Medicare Supplement (Medigap) has a one-time, 6-month Open Enrollment Period that starts when you turn 65 AND enroll in Medicare Part B. This is the most important enrollment period for Medigap because you have guaranteed issue rights - insurance companies cannot deny you coverage or charge you more due to health conditions.

Medigap Open Enrollment Benefits

  • Guaranteed Issue: Cannot be denied coverage regardless of health
  • No Medical Underwriting: No health questions or exams required
  • Standard Pricing: Cannot charge more due to pre-existing conditions
  • No Waiting Periods: Pre-existing conditions covered immediately
  • Full Plan Choice: Access to all Medigap plans available in your state

After Open Enrollment Ends:

Once your 6-month Medigap Open Enrollment Period ends, you can still apply for Medicare Supplement coverage, but insurance companies can use medical underwriting to evaluate your health. This may result in:

  • Higher premiums (10-50% above standard rates)
  • Coverage denials for serious health conditions
  • Exclusions for pre-existing conditions
  • Waiting periods for certain benefits

Medigap Open Enrollment Timeline

Example: Birthday July 15, 2025
Part B Starts: July 1, 2025
Medigap OEP begins
OEP Period: July 1 - Dec 31, 2025
6 months of guaranteed issue rights
After Jan 1, 2026
Medical underwriting may apply

Delayed Part B Enrollment

If you delay Part B enrollment past 65 due to employer coverage, your Medigap Open Enrollment Period starts when you actually enroll in Part B, not when you turn 65. For example, if you enroll in Part B at age 68, your 6-month Medigap OEP begins at age 68.

Medicare Enrollment Periods Comparison Chart

Enrollment PeriodDatesWho Can Use ItWhat You Can Change
Annual Enrollment Period (AEP)Oct 15 - Dec 7 (annual)Anyone with Medicare Parts A & BJoin/switch/drop Medicare Advantage or Part D
Medicare Advantage Open EnrollmentJan 1 - Mar 31 (annual)People already in Medicare AdvantageSwitch MA plans or drop MA (one change only)
Initial Enrollment Period (IEP)7 months around 65th birthdayNew Medicare beneficiaries turning 65Enroll in all Medicare coverage (A, B, MA, Part D, Medigap)
Special Enrollment Periods (SEP)Varies by qualifying eventThose with qualifying life eventsDepends on event - typically MA or Part D changes
Medigap Open Enrollment6 months starting when Part B beginsNew Medicare Part B enrolleesEnroll in any Medigap plan with guaranteed issue
General Enrollment PeriodJan 1 - Mar 31 (annual)Those who missed IEPEnroll in Part A or Part B (penalties may apply)

Frequently Asked Questions About Medicare Enrollment Periods

What is Medicare Annual Enrollment Period (AEP)?

Medicare Annual Enrollment Period (AEP) runs from October 15 through December 7 every year. During AEP, anyone with Medicare can enroll in, switch, or drop a Medicare Advantage plan or Part D prescription drug plan. Changes made during AEP take effect January 1st of the following year. This is the most important enrollment period for Medicare Advantage and Part D plans.

When is Medicare Open Enrollment?

There are multiple Medicare Open Enrollment periods: 1) Annual Enrollment Period (AEP) for Medicare Advantage and Part D runs October 15 - December 7 annually. 2) Medicare Advantage Open Enrollment Period (OEP) runs January 1 - March 31 for those already in Medicare Advantage plans to make one change. 3) Medicare Supplement Open Enrollment is a one-time 6-month period starting when you turn 65 and enroll in Part B.

What is the Initial Enrollment Period for Medicare?

The Initial Enrollment Period (IEP) is a 7-month window when you first become eligible for Medicare, typically around your 65th birthday. It includes the 3 months before your birthday month, your birthday month, and 3 months after. During IEP, you can enroll in Medicare Part A, Part B, Medicare Advantage, Part D, and Medicare Supplement without penalties. This is a one-time enrollment period with guaranteed issue rights for Medigap.

What are Special Enrollment Periods for Medicare?

Special Enrollment Periods (SEP) allow you to enroll in or change Medicare coverage outside regular enrollment periods due to qualifying life events. Common SEPs include: moving to a new service area, losing employer coverage, qualifying for Extra Help, Medicare Advantage plan leaving your area, entering or leaving a nursing home, or gaining/losing Medicaid. Most SEPs provide a 63-day window to make changes after the qualifying event.

Can I enroll in Medicare outside of enrollment periods?

You can enroll in Medicare Part A and Part B during General Enrollment Period (January 1 - March 31) if you missed your Initial Enrollment Period, but coverage may not start until July 1 and you may face late enrollment penalties. For Medicare Advantage and Part D, you need to wait for Annual Enrollment Period (Oct 15-Dec 7) or qualify for a Special Enrollment Period. Medicare Supplement can be purchased year-round but may require medical underwriting outside Open Enrollment.

What happens if I miss Medicare enrollment deadlines?

Missing Medicare enrollment deadlines can result in: 1) Late enrollment penalties for Part B (10% per year) and Part D (1% per month without creditable coverage) that last your lifetime, 2) Gaps in coverage leaving you responsible for all medical costs, 3) Delayed coverage start dates (may have to wait months), 4) Loss of guaranteed issue rights for Medicare Supplement requiring medical underwriting. If you have employer coverage or a qualifying event, you may qualify for a Special Enrollment Period to avoid penalties.

How do I know which Medicare enrollment period applies to me?

Your applicable enrollment period depends on your situation: Initial Enrollment Period if you are turning 65 or newly eligible for Medicare due to disability; Annual Enrollment Period (Oct 15-Dec 7) to change Medicare Advantage or Part D plans; Medicare Advantage Open Enrollment (Jan 1-Mar 31) if already in MA; Special Enrollment Period if you have a qualifying life event like moving or losing coverage; Medicare Supplement Open Enrollment if you are newly enrolled in Part B. Contact a licensed Medicare agent for personalized guidance.

Can I change my Medicare coverage during Annual Enrollment?

Yes, during Annual Enrollment Period (October 15 - December 7), you can: switch from Original Medicare to Medicare Advantage or vice versa, join, switch, or drop a Medicare Advantage plan, join, switch, or drop a Part D prescription drug plan, or switch from one Medicare Advantage plan with drug coverage to another. You cannot change Medicare Supplement plans without underwriting (except in certain states), as AEP does not apply to Medigap. All changes take effect January 1.

Get Expert Help with Medicare Enrollment

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Medicare Enrollment by Location

Medicare enrollment periods are the same nationwide, but plan availability and benefits vary by location. Explore Medicare options specific to your area:

Medicare Supplement by State

Related Medicare Resources