The annual open enrollment period (OEP) for Medicare Advantage (MA) has officially started. OEP takes place from January 1 through March 31. During this time, individuals enrolled in an MA plan can make a one-time election to switch to another MA plan (with or without Part D coverage) or return to Original Medicare (with or without Part D coverage). 

It’s important to know what to do and what not to do during OEP. To help you stay compliant, we have put together some helpful tips below. 

To view the full Code of Federal Regulations, click here.

During OEP, you can:

Market to Medicare Advantage age-ins who have not yet made an enrollment decision

Send marketing materials when a customer requests information.

Conduct one-on-one meetings at the customer’s request.

Provide information about OEP through the call center if a customer asks.

Market to dual-eligible and LIS beneficiaries who, in general, may enroll in a standalone Part D plan once a month.

During OEP, you cannot:

Send unsolicited materials advertising or referencing OEP directly to your customers.

Purchase mailing lists or other identifying information to specifically target customers during OEP. 

Engage in or promote activities intended to target OEP as an opportunity to make further sales.

Call or otherwise contact customers who selected a new plan during AEP.