[Code of Federal Regulations]
[Title 42, Volume 2]
[Revised as of October 1, 2002]
From the U.S. Government Printing Office via GPO Access
[CITE: 42CFR422.74]

[Page 842-845]
 
                         TITLE 42--PUBLIC HEALTH
 
                             HUMAN SERVICES
 
PART 422--MEDICARE+CHOICE PROGRAM--Table of Contents
 
            Subpart B--Eligibility, Election, and Enrollment
 
Sec. 422.74  Disenrollment by the M+C organization.

    (a) General rule. Except as provided in paragraphs (b) through (d) 
of this section, an M+C organization may not--
    (1) Disenroll an individual from any M+C plan it offers; or
    (2) Orally or in writing, or by any action or inaction, request or 
encourage an individual to disenroll.
    (b) Basis for disenrollment--(1) Optional disenrollment. An M+C 
organization may disenroll an individual from an M+C plan it offers in 
any of the following circumstances:
    (i) Any monthly basic and supplementary beneficiary premiums are not 
paid on a timely basis, subject to the grace period for late payment 
established under paragraph (d)(1) of this section.
    (ii) The individual has engaged in disruptive behaviors specified at 
paragraph (d)(2) of this section.
    (iii) The individual provides fraudulent information on his or her 
election form or permits abuse of his or her enrollment card as 
specified in paragraph (d)(3) of this section.
    (2) Required disenrollment. An M+C organization must disenroll an 
individual from an M+C plan it offers in any of the following 
circumstances:
    (i) The individual no longer resides in the M+C plan's service area 
as specified under paragraph (d)(4) of this section, is no longer 
eligible under Sec. 422.50(a)(3)(ii), and optional continued enrollment 
has not been offered or elected under Sec. 422.54.
    (ii) The individual loses entitlement to Part A or Part B benefits 
as described in paragraph (d)(5) of this section.
    (iii) Death of the individual as described in paragraph (d)(6) of 
this section.
    (3) Plan termination or reduction of area where plan is available. 
(i) General rule. An M+C organization that has its contract for an M+C 
plan terminated, that terminates an M+C plan, or that discontinues 
offering the plan in any portion of the area where the plan had 
previously been available, must disenroll affected enrollees in 
accordance with the procedures for disenrollment set forth at paragraph 
(d)(7) of this section, unless the exception in paragraph (b)(3)(ii) of 
this section applies.
    (ii) Exception. When an M+C organization discontinues offering an 
M+C plan in a portion of its service area, the M+C organization may 
elect to offer enrollees residing in all or portions of the affected 
area the option to continue enrollment in an M+C plan offered by the 
organization, provided that there is no other M+C plan offered in the 
affected area at the time of the organization's election. The 
organization may require an enrollee who chooses to continue enrollment 
to

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agree to receive the full range of basic benefits (excluding emergency 
and urgently needed care) exclusively through facilities designated by 
the organization within the plan service area.
    (c) Notice requirement. If the disenrollment is for any of the 
reasons specified in paragraphs (b)(1), (b)(2)(i), or (b)(3) of this 
section (that is, other than death or loss of entitlement to Part A or 
Part B) the M+C organization must give the individual a written notice 
of the disenrollment with an explanation of why the M+C organization is 
planning to disenroll the individual. Notices for reasons specified in 
paragraphs (b)(1) through (b)(2)(i) must--
    (1) Be mailed to the individual before submission of the 
disenrollment notice to CMS; and
    (2) Include an explanation of the individual's right to a hearing 
under the M+C organization's grievance procedures.
    (d) Process for disenrollment--(1) Monthly basic and supplementary 
premiums are not paid timely. An M+C organization may disenroll an 
individual from the M+C plan for failure to pay any basic and 
supplementary premiums under the following circumstances:
    (i) The M+C organization makes a reasonable effort to collect unpaid 
premium amounts by sending a written notice of nonpayment to the 
enrollee within 20 days after the date the delinquent charges were due--
    (A) Alerting the individual that the premiums are delinquent;
    (B) Providing the individual with an explanation of the 
disenrollment procedures and any lock-in requirements of the M+C plan; 
and
    (C) Advising that failure to pay the premiums within the 90-day 
grace period will result in termination of M+C coverage;
    (ii) The M+C organization only disenrolls a Medicare enrollee when 
the organization has not received payment within 90 days after the date 
it has sent the notice of nonpayment to the enrollee.
    (iii) The M+C organization gives the individual a written notice of 
disenrollment that meets the requirement set forth in paragraph (c) of 
this section.
    (iv) If the enrollee fails to pay the premium for optional 
supplemental benefits (that is, a package of benefits that an enrollee 
is not required to accept), but pays the basic premium and any mandatory 
supplemental premium, the M+C organization has the option to discontinue 
the optional supplemental benefits and retain the individual as an M+C 
enrollee.
    (2) Disenrollment for disruptive behavior--(i) Basis for 
disenrollment.An M+C organization may disenroll an individual from the 
M+C plan if the individual's behavior is disruptive, unruly, abusive, or 
uncooperative to the extent that his or her continued enrollment in the 
plan seriously impairs the M+C plan's ability to furnish services to 
either the particular individual or other individuals enrolled in the 
plan.
    (ii) Effort to resolve the problem.The M+C organization must make a 
serious effort to resolve the problems presented by the individual, 
including the use (or attempted use) of the M+C organization's grievance 
procedures. The beneficiary has a right to submit any information or 
explanation that he or she may wish to submit to the M+C organization.
    (iii) Consideration of extenuating circumstances. The M+C 
organization must establish that the individual's behavior is not 
related to the use of medical services or to diminished mental capacity.
    (iv) Documentation. The M+C organization must document the 
enrollee's behavior, its own efforts to resolve any problems, and any 
extenuating circumstances, as described in paragraphs (d)(2)(i) through 
(d)(2)(iii) of this section.
    (v) CMS review of the M+C organization's proposed disenrollment. (A) 
CMS decides after reviewing the documentation submitted by the M+C 
organization and any information submitted by the beneficiary (which the 
M+C organization must forward to CMS) whether the M+C organization has 
met the disenrollment requirements.
    (B) CMS makes the decision within 20 working days after receipt of 
the documentation and notifies the M+C organization within 5 working 
days after making its decision.

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    (vi) Effective date of disenrollment. If CMS permits an M+C 
organization to disenroll an individual for disruptive behavior, the 
termination is effective the first day of the calendar month after the 
month in which the M+C organization gives the individual written notice 
of the disenrollment that meets the requirements set forth in paragraph 
(c) of this section.
    (3) Individual commits fraud or permits abuse of enrollment card.--
(i) Basis for disenrollment. An M+C organization may disenroll the 
individual from an M+C plan if the individual--
    (A) Knowingly provides, on the election form, fraudulent information 
that materially affects the individual's eligibility to enroll in the 
M+C plan; or
    (B) Intentionally permits others to use his or her enrollment card 
to obtain services under the M+C plan.
    (ii) Notice of disenrollment. The M+C organization must give the 
individual a written notice of the disenrollment that meets the 
requirements set forth in paragraph (c) of this section.
    (iii) Report to CMS. The M+C organization must report to CMS any 
disenrollment based on fraud or abuse by the individual.
    (4) Individual no longer resides in the M+C plan's service area. (i) 
Basis for disenrollment. Unless continuation of enrollment is elected 
under Sec. 422.54, the M+C organization must disenroll an individual if 
the M+C organization establishes, on the basis of a written statement 
from the individual or other evidence acceptable to CMS, that the 
individual has permanently moved out of a plan's service area. If the 
individual has not moved from the M+C plan's service area, but has left 
the plan's service area for more than 6 months, the M+C organization 
must disenroll the individual.
    (ii) Special rule. The M+C organization must disenroll an individual 
who is enrolled in the M+C plan, under the eligibility requirements at 
Sec. 422.50(a)(3)(ii) or (a)(4), if the organization establishes, on the 
basis of a written statement from the individual or other evidence 
acceptable to CMS, that the individual has permanently moved from the 
residence in which she or he resided at the time of enrollment in the 
M+C plan, to an area outside the M+C plan service area (unless 
continuation of enrollment is elected under Sec. 422.54). If the 
individual has not permanently moved from the residence in which she or 
he resided at the time of enrollment in the M+C plan, but has left the 
residence for over 6 months, the M+C organization must disenroll the 
individual.
    (iii) Notice of disenrollment. The M+C organization must give the 
individual a written notice of the disenrollment that meets the 
requirements set forth in paragraph (c) of this section.
    (5) Loss of entitlement to Part A or Part B benefits. If an 
individual is no longer entitled to Part A or Part B benefits, CMS 
notifies the M+C organization that the disenrollment is effective the 
first day of the calendar month following the last month of entitlement 
to Part A or Part B benefits.
    (6) Death of the individual. If the individual dies, disenrollment 
is effective the first day of the calendar month following the month of 
death.
    (7) Plan termination or area reduction. (i) When an M+C organization 
has its contract for an M+C plan terminated, terminates an M+C plan, or 
discontinues offering the plan in any portion of the area where the plan 
had previously been available, the M+C organization must give each 
affected M+C plan enrollee a written notice of the effective date of the 
plan termination or area reduction and a description of alternatives for 
obtaining benefits under the M+C program.
    (ii) The notice must be sent before the effective date of the plan 
termination or area reduction, and in the timeframes specified in 
Sec. 422.506(a)(2).
    (e) Consequences of disenrollment--(1) Disenrollment for non-payment 
of premiums, disruptive behavior, fraud or abuse, loss of Part A or Part 
B. An individual who is disenrolled under paragraph (b)(1)(i), 
(b)(1)(ii), (b)(1)(iii), or paragraph (b)(2)(ii) of this section is 
deemed to have elected original Medicare.
    (2) Disenrollment based on plan termination, area reduction, or 
individual moves out of area. (i) An individual who is disenrolled under 
paragraph (b)(2)(i) or (b)(3) of this section has a special election 
period in which to make a new

[[Page 845]]

election as provided in Sec. 422.62(b)(1) and (b)(2).
    (ii) An individual who fails to make an election during the special 
election period is deemed to have elected original Medicare.

[63 FR 35071, June 26, 1998; 63 FR 52612, Oct. 1, 1998, as amended at 65 
FR 40318, June 29, 2000]