Your 2021 Medicare Checklist

Whether you’re retired or continuing to work, planning for your transition to Medicare is a process. Most individuals become eligible for Medicare on their 65th birthday, though that can vary based on when you take Social Security benefits.

Start the process by verifying when exactly you’re eligible for Medicare. Our eligibility tool can help. As you come up with a plan to transition to Medicare, refer to this step-by-step checklist to guide you through the process.

12 Months Before You’re Eligible for Medicare

Learn the basics. With so many components to Medicare—Part A, Part B, Part C, Part D, Medicare Advantage, Supplements, and more—the earlier you start learning, the more prepared you will be. Start your transition to Medicare by understanding what all these factors include and how they will work for your situation.

Note that the day you retire may not be the same day that you enroll in a Medicare plan. You can continue working after you sign up for Medicare, and it may even be more cost-effective than your employer coverage.

Sign up for RetireMEDiQ’s e-newsletter. We keep you up to date on the latest in Medicare. Whether you’re interested in Medicare education, retirement planning, health care updates, or wellness tips, our newsletter has something for everyone. You decide what kind of content you see and how often you receive it.

6 Months Before You’re Eligible for Medicare

Schedule a call with our advisors. When you talk with one of our experts, they get to know your unique situation and needs. For example, your Social Security or retirement status, your health care needs, budget, or spouse’s coverage are all worth considering as you prepare to transition to Medicare. Once we get to know you, we advise on the best course of action.

3 Months Before You’re Eligible for Medicare

Enroll in Medicare Part A and/or Part B. Depending on your situation, you may either be automatically enrolled in Medicare Part A and Part B three months before turning 65, or you may have to manually enroll. If you schedule a call with our advisors six months out, you will know what steps to take at this point.

Receive a Medicare plan recommendation from your RetireMEDiQ advisor. After months of preparation and research, you’re finally ready to make the move to the right Medicare plan for you. Your advisor does all the research and analysis for you, then presents a plan recommendation customized to your needs and budget. All you have to do is choose.

Sign up for a Medicare plan. Not only does your advisor provide a personalized plan recommendation—they also walk you through the entire enrollment process, help you fill out your paperwork, and file it with your insurance company on your behalf.

Sit Back, Relax, and Enjoy Your New Benefits

As you wait for your coverage to begin, you can have peace of mind knowing that the details are handled. You have a team of experts working on your behalf! That team remains available for a lifetime after you enroll. You can call us anytime you have questions about your plan or encounter issues you are unable to resolve.

Planning to Transition to Medicare?

Our advisor team is available to answer all your questions. Reach out to us by emailing or by calling 1-855-202-1852. We look forward to serving all your Medicare needs!

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