Medicare Advantage to Medigap

Medicare Advantage to Medigap Transition Navigator
Transition Evaluator

Can You Switch from Medicare Advantage to Medigap?

Answer the questions below to evaluate your state rights, enrollment timing, and plan switching eligibility.

Licensed Agent Guidance Eric Burns β€’ (678) 404-9230
Timing & Mechanics

Transition Timelines & Disenrollment Rules

Medicare Advantage and Medigap policies cannot be active simultaneously. You must disenroll from Medicare Advantage during a valid CMS election window.

Oct 15 – Dec 7

Annual Election Period (AEP)

Enables beneficiaries to drop Medicare Advantage and return to Original Medicare. Coverage begins January 1st.

⚠️ Important: AEP permits leaving Advantage, but does not guarantee Medigap acceptance without medical underwriting.
Jan 1 – Mar 31

MA Open Enrollment (MA-OEP)

If currently in Medicare Advantage, you can switch back to Original Medicare once during this window.

πŸ’‘ Changes take effect on the 1st of the month following your request.
60 Pre / 63 Post Days

Trial Right & GI Window

Apply for a Guaranteed Issue Medigap plan up to 60 days before your MA plan ends, or up to 63 days after.

🚨 Missing the 63-day post-coverage deadline permanently forfeits federal Guaranteed Issue rights!
Key Administrative Process

Automatic Advantage Disenrollment via Standalone Part D (PDP)

When returning to Original Medicare with a Medigap policy, you will need prescription drug coverage (Part D). Enrolling in a standalone Medicare Part D prescription drug plan (PDP) during a valid enrollment window automatically cancels your Medicare Advantage plan with CMS.

Step 1: Apply for Medigap Secure approval or confirm Guaranteed Issue eligibility with your target Medigap insurance carrier.
Step 2: Enroll in Standalone PDP Select and submit an application for a standalone Part D Drug Plan during AEP or MA-OEP.
Step 3: CMS Auto-Cancellation CMS receives the PDP enrollment and automatically terminates your Medicare Advantage contract.
Underwriting Analytics

How Commercial Medical Underwriting Works

Outside of Guaranteed Issue windows, private Medigap carriers evaluate applicants using health questionnaires, prescription databases, and medical records.

πŸ’Š Milliman IntelliScript Checks

Insurance carriers run electronic pharmacy checks that instantly analyze 5 to 7 years of prescription history to cross-reference dosages and chronic conditions.

πŸ“Š Rating Classes & Surcharges

If approved with mild pre-existing conditions (e.g., controlled high blood pressure), carriers may assign a “Rate-Up” surcharge of 15% to 50% above standard rates.

⏳ 63-Day Coverage Gap Penalty

If you experience a gap in creditable coverage exceeding 63 consecutive days prior to application, carriers may enforce a 6-month exclusion period on pre-existing condition claims.

State Regulatory Matrix

State-Specific Medigap Consumer Protections

While federal law sets minimum floor standards, individual states regulate commercial Medigap policy switching.

State Regulatory Type Protection Window Plan Switching Rules
Financial Analysis

Medigap Cost-Sharing & Part D Penalty Calculator

Compare benefit structures between Medigap Plan G and Plan N, and estimate potential CMS late enrollment penalties if drug coverage was delayed.

Part D Penalty Calculator

Lifetime Fee

Lacking creditable drug coverage for 63+ consecutive days results in a permanent monthly CMS penalty (1% of base premium per uncovered month).

Months Without Drug Coverage: 24 Months
Monthly Penalty Surcharge $9.40 / mo
10-Year Cumulative Cost $1,128.00

Plan G vs. Plan N Coverage Comparison

Standardized Benefits

Plan G offers full coverage after the annual Part B deductible. Plan N offers lower monthly premiums in exchange for copays and potential excess charges.

Plan G: Covers 100% of out-of-pocket costs after Part B deductible ($283 in 2026).
Plan N: Lower premiums; requires up to $20 doctor / $50 ER copays & excludes excess charges.
Coverage Feature (2026 Baseline) Medigap Plan G Medigap Plan N High-Deductible Plan G
Part A Hospital Deductible ($1,736) 100% Covered 100% Covered Covered after $2,950 deductible
Part B Coinsurance (20%) 100% Covered Covered (Minus $20 Doctor / $50 ER copay) Covered after $2,950 deductible
Part B Annual Deductible ($283) Beneficiary Pays Beneficiary Pays Counts toward $2,950 deductible
Part B Excess Charges (15% Provider Surcharge) 100% Covered Not Covered (Beneficiary Exposed) Covered after $2,950 deductible

Medicare Advantage to Medigap Transition Navigator

Provided by Eric Burns, Licensed Health Insurance Agent β€’ Phone: (678) 404-9230 β€’ Email: eric@ericburnsinsurance.com

Not affiliated with or endorsed by the U.S. government or the federal Medicare program. Based on CMS Regulations and 2026 Medicare parameters.


Provided by Eric Burns, Licensed Health Insurance Agent

CMS requiredΒ TPMO disclaimer “I do not offer every plan available in your area. Any Information I provide is limited to those plans I do offer in your area.Β  Please contact Medicare.gov or 1-800-Medicare to get information on all of your options.”