5 Medicare Milestones You Should Know About

An older couple smiles as they check out things on the internet.

Medicare can be a challenge to understand and navigate. But planning well in advance of your Medicare eligibility (for many that’s your 65^th birthday) can help you get every dollar in Medicare benefits.

These five helpful Medicare milestones will aid you as you start planning for your 65^th birthday. If you’re looking for even more information about eligibility, enrollment, and additional coverage, visit ibx.com/medicare.

12-9 months before your 65^th birthday

Think about how you want to spend your retirement. Do you plan to travel or take on new hobbies? Now’s the time to estimate those expenses and budget for them.
Meet with your employer or call your current health insurer to learn more about the plan options available to you after you turn 65.

8-5 months before your 65^th birthday

Review your Social Security statement to be sure your stated income is correct. While you are at it, contact Social Security by phone at 1-800-772-1213 (TTY: 1-800-325-0778) and ask them about the enrollment period and when you should sign up for Original Medicare — write these dates down.

4 months before your 65^th birthday

Your enrollment period begins now!
Confirm your eligibility for Medicare benefits by contacting Social Security by phone at 1-800-772-1213 (TTY: 1-800-325-0778) or email at socialsecurity.gov.
Enroll in Medicare Parts A and B.

3-1 month before you 65^th birthday

Enroll in the plan of your choice: Explore Medicare Advantage Plans in PA (Part C) with or without Part D prescription drug coverage or Medicare Supplement plans in PA (also known as Medigap) to help cover the costs Original Medicare doesn’t pay.