Medicare Enrollment Checklist

Medicare Enrollment

What is the Medicare Enrollment Checklist?

Medicare enrollment can be daunting at times due to the complexity of the program and the high regulations. In order to have timely enrollment in Medicare and to avoid health coverage lapse, make sure to abide with the enrollment timelines. We have prepared this Medicare Enrollment Checklist for you to follow as you are navigating through your Medicare enrollment. If you have any questions during the process, feel free to contact us.

Medicare Enrollment GuideFree

6 Months Before Turning 65

 Understand how the Medicare program is structured:

Learn how Medicare works with other insurance

Understand the costs associated with Medicare’s different parts:

  • Read about Part A and Part B costs
    • Determine if your (or your spouse’s)work history qualifies you for premium free Part A.
    • If you have limited income and resources, check to see if you qualify for help paying you health care costs. 

Understand your enrollment options:

  • Read about Part A and Part B enrollment.
  • Determine whether you’ll get Medicare automatically or need to sign up manually.

 

📞Schedule a CallFree

4 Months Before Turning 65

Check with you doctor (s) and healthcare providers to see if they accept Medicare

 

Understand your Medicare out-of-pocket health care costs:

  • Premiums
  • Deductibles
  • Copays and coinsurance

Decide how you want to get Medicare coverage:

  • There are two main ways to get you Medicare Coverage.
  • Determine which Medicare path fits your personal needs best.
  • Compare available plans in your area.

1-3 Months Before Turning 65

Apply for Medicare with the Social Security Administration.

Make sure you have the following information ready:

  • Date and Place of Birth
  • Medicaid (if eligible) number and start/ end dates
  • Current Health insurance information

Enroll in Medicare Part A during your Initial Enrollment Period.

Enroll in Medicare Part B, unless you are eligible for a Special Enrollment Period (usually this is for people who continue working past age 65.)

After you enroll in Part A and B:

You can join Medicare (Part D) Prescription Drug Plan and / or a Medicare Supplement Insurance Plan. We will help you picking out a Medicare Supplement Plan, Medicare Advantage Plan, or Part D plan. Our agents are certified and trained on helping our clients pick and choose the best plan for their health and financial needs.

📞Schedule a CallFree

After Enrolling in Medicare

Pull together resources that can help guide you from enrollment to your next steps.

  • Find area – specific information through your State Health Insurance Assistance Program (SHIP), a free counseling service.
  • Sign up for MyMedicare.gov to access your personal Medicare information 24/7. 

 

📞Schedule a CallFree

Do I need to Enroll in Dental and Vision Plan at the same time with Medicare?

You can enroll in a Dental and Vision plan at any time during the year. Some carriers like Ameritas, allow for an immediate effective date and no waiting period. Some Medicare Advantage Plans include Dental and Vision coverage at no cost. Original Medicare does NOT cover Dental and Vision, so you  may have to enroll in a separate Dental and Vision plan.

Disclaimer:

While this Medicare enrollment checklist is a great resourceful guide to start your Medicare enrollment, speaking to an independent licensed Medicare insurance agent is the best way to get your Medicare enrollment questions answered. Feel free to contact us today with any questions you have during the process.

Based on 18 reviews.
arron draper
arron draper
January 8, 2022.
Verified
I worked with Tarek to find a suitable Medicare plan for my husband. We got it handled in one phone call. I was so impressed! Now I am becoming eligible for Medicare and worked with Tarek again. He was amazing! We found an affordable plan that meets all of my needs. I highly recommend him and will use his services again in the future.
Erika Vevang
Erika Vevang
January 5, 2022.
Verified
I was previously working with someone through my franchise company to set up insurance for my employees. Low and behold after weeks of working with her she was not able to complete my process and was not very responsive when I asked her questions. She referred me to Tarek to finish up and he immediately contacted me and got my plan completed within the day! He was super nice and made sure my account was set up and ready to go before we missed our deadline. Highly recommended!
Kyle Lanza
Kyle Lanza
January 4, 2022.
Verified
Healthcare.gov can be a little confusing so I called them up for help figuring everything out when I turned 26. Tarek is excellent at what he does. He had everything figured out for me in less than 15 minutes on the phone with him. I was so impressed that he will continue to be my go to guy for anything heath insurance related. I can not recommend him enough.
Jeffrey Walker
Jeffrey Walker
December 30, 2021.
Verified
This is our 2nd time working with Tarek to find the right health insurance policy for my small business. In both cases the knowledge of the changing insurance landscape in Illinois has helped us greatly.
Craig Baglien
Craig Baglien
December 19, 2021.
Verified
Smart Insurance Agents especially Tarek were extremely helpful in selecting and also answering follow questions on the offering I selected.
Peter Ward
Peter Ward
December 15, 2021.
Verified
Tarek has help me multiple times with finding appropriate insurance options. He listens to specific needs and helps find fitting plans. The process is smooth and quick but also informative. He is very professional and responsive.
JeongHun Paik
JeongHun Paik
December 14, 2021.
Verified
Very professional and trustworthy! As all the other reviewers posted, Tarek did an awesome job! Thank you!
Paulina Pietras
Paulina Pietras
December 11, 2021.
Verified
Jessica Wheeler
Jessica Wheeler
December 11, 2021.
Verified
Tarek El Ali was amazing! He is so helpful and I finally have an insurance plan that I truly believe is right for me! Thank you!! Highly recommended!
Nikki
Nikki
December 11, 2021.
Verified
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