Enrollment Periods

Enrollment Periods

Medicare Open Enrollment Video

Initial Enrollment Period

When you first turn 65 this enrollment period is called your 7-Month Initial Enrollment Period.

You can go to www.ssa.gov to sign up for Medicare during your Initial Enrollment Period.

If you miss your initial enrollment period or delay because you have creditable coverage and are enrolling in Medicare Part B after the age of 65, there are two forms that need to be completed Form CMS-40B by you and Form CMS-L564 to be complete by your employer. You can drop these completed forms off at your local Social Security office or contact Social Security to get a fax number to fax them, or mail them in.

 

If you do not sign up during this 7-month period (unless you have other creditable coverage) you will need to wait and enroll from January 1 to March 31th.

Annual Enrollment Period – October 15th to December 7th for a January 1st effective date

During this time, you can review and make changes to your current Medicare coverage

What can I do during this time?

  • Change your Medicare Prescription Drug plan
  • Change your Medicare Advantage plan to another Medicare Advantage Plan
  • If you are on a Medicare Advantage plan, go back to Original Medicare, enroll in a Part D prescription drug plan and purchase a Medicare Supplement (You may need to answer health questions to enroll in a Medicare Supplement).

 

Medicare Advantage Open Enrollment Period (MA OEP) is the time when you can switch from one Medicare Advantage Plan to another, or switch from a Medicare Advantage Plan to Original Medicare with or without a Part D plan. You can make one change during this time.

Special Enrollment Period

For people who:

  • Permanently move out of plans service area
  • Lose creditable medical or prescription drug coverage
  • Enter, reside in or leave a long-term care facility
  • Have Medicaid or AHCCCS in AZ or are in a Medicare Savings Programs
  • Have other exceptional circumstances
  • Lost Medicaid or AHCCCS
  • Have a Chronic condition like: diagnoses with heart disease, Diabetes, kidney disease
  • Qualify for Low Income Subside

You only have a certain period of time usually 2 months from the date of the event.

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Medicare & You Medicare Open Enrollment.pdf