4-6 months before you retire:

• Confirm your eligibility for Medicare benefits (Contact Social Security or Railroad Benefits)
• Contact your HR department or current insurer to see what happens when you become Medicare-eligible
• Learn about Medicare, so you understand parts A, B, C (Advantage), D, and Medigap
• Attend a Medicare Class!
• Compare costs of each part (premiums, deductibles, copays and coinsurance)
• Review enrollment dates
• Enroll on time to avoid penalties and delays in coverage
• Set a reminder on your calendar to enroll!

1-3 Months before:

• Enroll in Part A
• Enroll in Part B, if you are continuing to work, it may not be your best option to enroll at this time
• Confirm receipt of Medicare card.
• Talk to a SHICK Counselor to get detailed information about plans.
• Make your decision between part C (Advantage) OR Part D and a Medigap (Supplement) plan
• Learn how to use your Medicare.


Annual Medicare Open Enrollment

October 15 - December 7

• Make sure your plan is the best fit based on cost, providers, and prescriptions.
• There is no penalty to change your Part D or Advantage Plan every year to cover your needs.
• Talk to a SHICK counselor today to assist you with finding the most appropriate plan for your needs.


SHICK offers free, unbiased Medicare counseling and education related to all parts of Medicare.


This publication is supported by the Administration for Community Living (ACL), U.S. Department of Health and Human Services (HHS) as part of a financial assistance award grant numbers 90MPPG0081, 90SAPG0161, & 2501KSMISH by ACL/HHS. The contents are those of the author(s) and do not necessarily represent the official views of, nor an endorsement, by ACL/HHS, or the U.S. Government.