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Getting ready to enroll

The final step.
Medicare Series

Getting your ducks in a row for enrollment

Enrolling in Medicare — or even switching plans if you're already enrolled — can seem overwhelming. But you may find that the process is less daunting that it seems once you do it.

What we're talking about today:

  • the information you need for enrollment
  • tips for making the process go smoothly

Here's what you'll need to have on hand once you're ready:

  • your personal information, such as full birth name, date of birth, and Social Security number
  • your spouse's or children's information
  • your bank or financial institution's information
  • your place of work and income information
  • any information on retirement or disability benefits you receive
  • additional documents to prove citizenship or employment status

How to enroll in Medicare Part A and Part B

Remember, you have to sign up for Medicare Part A and Part B before you can sign up for Medicare Advantage, Medicare Part D, or Medigap.

You can enroll in Medicare Part A and Part B directly through the Social Security Administration, either:

  • online
  • by calling its toll-free number: 1-800-633-4227
  • by visiting a Social Security office in person (find your local office here)

If you get benefits from Social Security or the Railroad Retirement Board, you may be automatically enrolled in Medicare Part A and Medicare Part B. Check whether this applies to you here.

How to enroll in Medicare Advantage, Medicare Part D, or Medigap

Once you've signed up for Medicare parts A and B, you'll receive an ID card and will be eligible to enroll in Medicare Advantage, Medicare Part D, or Medigap. (If your ID has expired, learn what you can do here.)

Here are some tips that can help you:

  • Use Medicare's plan finder tool to compare plan options in your area.
  • Consider working with a reputable, licensed Medicare broker who can provide you with unbiased support.
  • Ask a family member or close friend to join you for a brainstorming session. Getting a second opinion can help you address concerns you may not have considered.

Congrats! You're ready to check Medicare enrollment off your to-do list. Also, here's how to keep tabs on your Medicare enrollment status.

We hope that this series helped you feel more empowered to make decisions about your Medicare coverage. Know that your local State Health Insurance Assistance Program provides unbiased, personalized enrollment assistance if you find that you still have questions or need more support.

Did a friend forward you this email? Use this signup link to get the full series!

Thanks for joining us and be well,
The Healthline Team

Learn more about Medicare and find answers to your questions.

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