When First Eligible – Initial Enrollment Period:

  • Initial Enrollment Period is the 3 months before your 65th birthday, the month you turn 65, and 3 months after the month you turn 65.
  • Apply Online (there will be a question to allow you to decline Medicare Part B)
  • Apply in person at your local Social Security Office

 

When you retire or lose benefit eligibility (you are already Medicare eligible) - Special Enrollment Period:

  • Contact Employee Benefits and request the SSA Request for Employment Information form (this form allows you to enroll and exempts you from the penalty for not enrolling when first eligible).
  • You will need an SSA Employment Verification form for you and/or your spouse if Medicare eligible
  • Complete the Application for Medicare Part B (you are already enrolled in Medicare Part A)
  • Take the SSA Request for Employment Information and Application for Medicare Part B forms to your local Social Security Office
  • Apply two to three months prior to losing active employee coverage
  • Effective date of coverage will be the first of the month after your active employee coverage terminates
  • When does your Active Employee Coverage Terminate
  • Request a “Letter of Entitlement” notice from the Social Security Office, this will be used to verify your enrollment in Medicare Part A & B to allow you to enroll in a Medicare Supplemental/Advantage plan.