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Turning 65? Here is a to do list to help you stay on track!

1

6 Months BEFORE you turn 65 

  1. Learn the Medicare basics and determine if you should enroll in Medicare part B if you are still working. 

  2. Determine if a Medigap or Medicare Advantage plan is right for you. Compare premiums, out-of-pocket exposure, and any additional benefits with each option.

  3. Determine if you will qualify for any additional benefits. 

  4. Calculate expected monthly premiums and out of pocket costs (such as prescription costs, deductibles, or copays). 

2

3 months BEFORE you turn 65

  1. Enroll in Parts A & B online unless you are delaying Part B. 

  2. Check the status of your Medicare enrollment through the Social Security online site (ssa.gov)

  3. Enroll in a Medicare Supplement plan or a Medicare Advantage Plan. Make sure you also have creditable or part D coverage.

3

The month BEFORE you turn 65

  1. Make sure you have your red, white, and blue Medicare card.

  2. Make sure you have received cards for your Medicare supplement or Advantage plan (and part D coverage if needed).

  3. Cancel your old policy if needed. 

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By submitting this form and providing your information, you agree to allow a licensed insurance agent, or other authorized representative from our organization, to contact you by phone, e-mail, or mail to answer your questions and provide additional information about Medicare Advantage, Part D, or Medicare Supplement Insurance plans.

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