Insurance Exams9 min read

Does Alabama Have a Medigap Birthday Rule? (2026 Update)

Direct 2026 answer for Alabama Medigap shoppers: no annual Medigap birthday rule. Learn what Alabama and federal rules do allow, guaranteed-issue windows, underwriting realities, and switching timelines.

Ran Chen, EA, CFP®February 19, 2026

Key Facts

  • Alabama DOI consumer Medigap pages do not publish an annual Medigap birthday-rule switching right.
  • Federal Medigap open enrollment is a one-time 6-month window tied to Part B enrollment timing.
  • Federal guaranteed-issue protections apply in specific loss-of-coverage scenarios, often with 63-day timing windows.
  • Outside protected windows, Medigap applications are commonly subject to underwriting.
  • Alabama DOI states that under-65 Medicare disability applicants are generally not guaranteed issue in Alabama.
  • Alabama DOI states those disability beneficiaries have a guaranteed Medigap period beginning when they turn 65.
  • Dropping current coverage before written acceptance is one of the highest-risk switching mistakes.
  • Consumers should keep written proof of all relevant plan termination and effective dates.

Last updated: February 19, 2026. This is educational content, not legal or individualized insurance advice.

Short Answer

No - Alabama does not currently publish a state Medigap "birthday rule" that gives an automatic annual no-underwriting switch window.

Why this answer

Alabama Department of Insurance consumer Medigap materials focus on federal Medigap open enrollment and guaranteed-issue situations, and they do not list a recurring birthday-rule right.

What Alabama Actually Allows Instead

If you are in Alabama, Medigap switching generally falls into these buckets:

  1. Federal Medigap Open Enrollment (one-time, 6 months after Part B starts).
  2. Federal Guaranteed-Issue (GI) rights in specific loss-of-coverage events.
  3. Medical underwriting outside those protections.

Core 2026 Timeline Rules You Should Use

SituationTypical Protection Window
Medigap Open Enrollment6-month one-time window tied to Part B enrollment
Many federal GI eventsUsually no more than 63 days after coverage loss (event-specific)
Outside OEP and GICarrier may underwrite or decline

Under-65 Disability Nuance in Alabama

Alabama DOI specifically notes that for Medicare disability beneficiaries under 65:

  • Medigap is not guaranteed issue in general
  • applicants are generally subject to underwriting by company rules
  • there is a guaranteed Medigap period beginning when the person turns 65 (including ESRD language in DOI guidance)

This is the point most often missed in online summaries.

Switching Carriers in Alabama: Practical Rule

If you are outside federal OEP and outside a GI trigger event, expect underwriting questions and possible rate/class outcomes by carrier policy.

That is why "birthday-rule strategies" from states like CA/OR/ID usually do not transfer to Alabama.

Guaranteed-Issue Events to Watch

Federal GI protections can apply in events such as:

  • Medicare Advantage plan termination/non-renewal in your area
  • moving out of plan service area
  • certain trial-right return scenarios from MA to Original Medicare
  • other protected loss-of-coverage events defined by Medicare guidance

Window timing and plan choices vary by event. Document dates carefully.

Regulator and Help Resources

  • Alabama Department of Insurance consumer Medigap resources
  • Alabama SHIP support via Senior Services/Ageline
  • Medicare.gov Medigap timing tools for federal rights scenarios

If you are denied and believe you had GI rights, escalate quickly with documentation.

Common Mistakes Alabama Shoppers Make

  1. Assuming all states have a birthday rule.
  2. Dropping current coverage before receiving written acceptance.
  3. Missing GI windows by waiting for verbal answers.
  4. Not saving plan termination letters and effective-date notices.
  5. Confusing annual Medicare Advantage enrollment windows with Medigap underwriting rights.

Exam-Prep Bridge (For Agents)

If you are studying Life & Health and want to master Medigap/Medicare rules:

Official Sources (2026)

Test Your Knowledge
Question 1 of 4

Does Alabama publish an annual Medigap birthday-rule switching right?

A
Yes, every year
B
Only every two years
C
No published annual birthday-rule right
D
Only for Plan G members
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