Timing for Issuance of Employer/Union-Sponsored Group Plan

50.3 – Timing for Issuance of Employer/Union-Sponsored Group Plan Medicare Disclosure Materials (Rev. 111, 05-03-13, Effective: 05-03-13, Implementation: 05-03-13) Employer-sponsored “800 series” plans, Direct Contract plans or individual MA plans that are subject to Medicare marketing and disclosure requirements are also subject to any applicable timing requirements for issuance of these materials. However, CMS has waived or modified applicable timing requirements in certain circumstances. These include those circumstances where a particular employer/union sponsor has an open enrollment period that differs from Medicare’s Annual Coordinated Election Period (AEP). In this situation, the timing for issuance of any disclosure materials that are based on the AEP should be based instead on the employer/union sponsor’s open enrollment period. Further information is provided in the Medicare Managed Care Manual, Chapter 3 (Medicare Marketing Guidelines).