What is the Medicare birthday rule? | Patriot Plans
πŸ‡ΊπŸ‡Έ Free Expert Advice (877) PATRIOT
HomeMedicareWhat is the Medicare birthday rule?
Medicare Enrollment

What is the Medicare birthday rule?

The Medicare birthday rule is a state law that allows Medicare Supplement policyholders to switch to a plan with equal or lesser benefits during a window around their birthday each year without medical underwriting. Birthday rule states include California, Idaho, Illinois, Louisiana, Maryland, Nevada, Oklahoma, and Oregon.

Key Points

  • Birthday rule: switch Medigap plans without underwriting during birthday window
  • Birthday rule states: CA, ID, IL, LA, MD, NV, OK, OR
  • Window: typically 30-60 days around your birthday
  • Can switch to plan with equal or lesser benefits
  • An independent agent can help you take advantage of the birthday rule in your state