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Medicare Course/Module 5 of 12·16 min

Part D pharmacy strategy — formularies, tiers, and the new $2,100 cap

How Part D actually prices your drugs, and how mail-order/90-day fills change the math

In this module

Part D plans are dramatically different in how they price the same drug. Picking the right plan against your specific medications can save thousands per year. The new $2,100 OOP cap (2026) changes the strategy for high-cost drugs.

How Part D plans differ

Every Part D plan has its own formulary — the list of covered drugs and what tier each is on. The same medication can be a $5 copay (Tier 1) on one plan and a $200 copay (Tier 4) on another — or not covered at all.

Plans also differ in: monthly premium, annual deductible, retail pharmacy network, mail-order option, and tier copay structure.

There are 30+ standalone Part D plans available in most counties, plus the Part D coverage bundled into MA-PD plans. Picking blindly is expensive — ranking against YOUR specific drug list is the only way to get this right.

The 2026 Part D structure

Part D in 2026 has three phases:

(1) Deductible phase: you pay 100% of your drug costs until you hit the plan's deductible (up to $590; some plans have $0 deductible).

(2) Initial coverage phase: you pay your tier copay/coinsurance until your total out-of-pocket plus what the plan paid hits a threshold.

(3) Catastrophic phase: once you've paid $2,100 out-of-pocket in 2026, your drug costs are $0 for the rest of the year. This OOP cap was created by the Inflation Reduction Act (2022) and is a HUGE change from prior Part D.

The pre-IRA donut hole — why this matters historically

Before the IRA changes, Part D had a 'coverage gap' (the donut hole) where you paid 25-100% of drug costs after a certain spending threshold. People on expensive drugs could spend $10,000+ per year out of pocket.

The IRA closed the donut hole and capped catastrophic spending. The 2026 $2,100 OOP cap is a hard ceiling — even on a $200,000/year specialty drug, you pay $2,100 and the rest is on the plan + government.

What changed strategically: high-cost-drug seniors should look HARDER at premium. Before, low-premium plans saved money in healthy years. Now that catastrophic costs are capped, you can run the actual math against your drugs without worrying about runaway exposure.

Tier structures and what they mean

Most plans have a 5-tier structure:

Tier 1 — Preferred generics. Low or $0 copay. ~$1-$5.

Tier 2 — Generics. ~$10-$15 copay.

Tier 3 — Preferred brand. ~$45 copay or 25% coinsurance.

Tier 4 — Non-preferred drug. ~$95 copay or 40-50% coinsurance.

Tier 5 — Specialty. 25-33% coinsurance, often capped.

Same drug can be on different tiers across plans. Eliquis (a common blood thinner) might be Tier 3 on one plan and Tier 4 on another — same insurance company, same drug, $50/month difference.

Mail-order and 90-day fills

Most Part D plans offer mail-order pharmacies (CVS Caremark, Express Scripts, OptumRx, etc.) for maintenance medications. Mail-order is typically 90-day supply for the price of 60 days at retail. Effectively a 33% discount.

Standard 90-day fills at preferred retail pharmacies (some plans have 'preferred' pharmacies — Walgreens, CVS, Walmart, Costco often) also offer 90-day pricing at lower copays than 30-day fills.

Strategy: look at your top maintenance drugs (statins, blood pressure, blood thinners). Get them on 90-day fills via mail-order or preferred retail. Just doing this often saves $300-600/year on a typical drug list.

Annual review — formulary changes

Every October, Medicare's annual open enrollment (Oct 15 - Dec 7) lets you change Part D plans for the next year. This matters because: plan formularies change every year. Your $5 Tier 1 drug might be a $45 Tier 3 drug next year. Plans get added and dropped from the network.

The single best annual habit: every October, run YOUR drug list against ALL Part D plans in your zip code. If a different plan would save money, switch. Most people lose hundreds per year by sticking with the same plan when a cheaper option exists for them.

Standalone vs MA-PD — when to switch

If you're on Original Medicare + Medigap, you need a standalone Part D. Pick whichever ranks lowest total cost against your drugs.

If you're on an MA-PD plan, the drug coverage is bundled in. You can't add a standalone Part D. So your choice is: pick the right MA plan that has both the medical coverage you want AND a formulary that prices your drugs well.

If you're on MA-PD and your drugs aren't well-covered: open enrollment is your chance to switch to a different MA plan, OR to switch to Original + Medigap + standalone Part D. Run BOTH paths through the comparison tool to see which wins.

Key takeaways
  • Each Part D plan has its own formulary. Same drug = different tier + cost across plans.
  • 2026 OOP cap: $2,100. Catastrophic costs are capped — game changer for high-cost-drug seniors.
  • 5-tier structure standard. Tier 1-2 cheap, Tier 4-5 expensive.
  • Mail-order or 90-day fills typically save 25-33% on maintenance drugs.
  • Re-run drug comparison every October during open enrollment. Formularies change yearly.
Action steps — do this now
  1. List your current medications with exact dosages.
  2. Run them through Compare My Medicare to see ranked plan costs.
  3. Switch maintenance drugs to 90-day or mail-order if possible.
  4. Calendar October 15 – December 7 every year for annual review.
Cheat sheet — Part D quick math
  • · Premium + deductible + tier copays, capped at $2,100/year (2026)
  • · Tier 1: $0-5. Tier 2: $10-15. Tier 3: $45. Tier 4: $95. Tier 5: 25-33%.
  • · Mail-order/90-day fills: typically 25-33% savings on maintenance
  • · Each plan has unique formulary — must check vs. YOUR drugs
  • · Annual switching window: Oct 15 – Dec 7. New plan starts Jan 1.

Print this cheat sheet for quick reference. Pairs with the full lesson above.

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