HomeTurning 65 Medicare Checklist

Turning 65 Medicare Checklist

Turning 65 is an important milestone, and getting ready for Medicare does not have to feel overwhelming. Use this simple checklist to help you prepare.

Your Medicare Checklist:

  • Learn when your Initial Enrollment Period begins. For most people, it lasts 7 months: the 3 months before your birthday month, your birthday month, and the 3 months after.

  • Decide whether you need to enroll in Part A and Part B when you first become eligible.

  • Review what each part of Medicare covers:

  • Part A: hospital care

  • Part B: doctor visits, outpatient care, and preventive services

  • Part D: prescription drug coverage

  • Compare your coverage choices:

  • Original Medicare

  • Original Medicare + Medigap + Part D

  • Medicare Advantage

  • Make a list of your prescriptions, doctors, pharmacies, and preferred hospitals so you can compare plans more easily.

  • Estimate your monthly premium, deductible, copays, and out-of-pocket costs before choosing a plan.

  • If you are still working at 65, check with your employer or benefits administrator before delaying any part of Medicare. In some cases, you may be able to delay.

  • Find out whether you may qualify for a Special Enrollment Period if you plan to enroll later.

  • Mark important enrollment dates on your calendar so you do not miss your window.

Need Assistance?

Contact Accessible Health & Wellness Solutions by calling or texting:

  • 518-253-4700

  • 518-478-5852