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Medicare Enrollment Timeline
Medicare Enrollment Timeline A Simple Guide to Preparing for Medicare Turning 65 is an important milestone. Planning ahead can help you avoid unnecessary stress and costly enrollment mistakes. Use this timeline as a general guide.
6 Months Before Your 65th Birthday Start learning about Medicare Parts A, B, C, and D; review your current coverage; think about retirement timing; make a list of questions.
3 Months Before Your 65th Birthday Meet with a trusted Medicare advisor. Discuss employer coverage, enrollment timing, prescriptions, doctors, and available plan options. Gather your insurance information and medication list. Initial Enrollment Period Generally begins 3 months before your 65th birthday month, includes your birthday month, and continues for 3 months afterward. If you continue working, your enrollment rules may differ.
After Coverage Begins Schedule a Benefit Activation Visit to review ID cards, prescription coverage, member portal, preventive care, and plan benefits.
About 90 Days Later Schedule a 90-Day Success Review to discuss your experience, answer questions, and review benefits you may not be using.
Every Year Schedule an Annual Medicare Review to review health changes, prescriptions, providers, and plan updates.
Helpful Checklist ■ Learn Medicare basics ■ Review current coverage ■ List medications ■ List preferred doctors ■ Schedule Medicare consultation ■ Enroll at the appropriate time ■
Attend Benefit Activation Visit ■ Complete 90-Day Success Review ■
Schedule Annual Medicare Review with Edward Conrad Insurance Services Helping You Make Confident Medicare and Retirement Decisions Through Education
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