Determining when a client must enroll in Medicare can be complicated. Depending on the client’s situation, they may be automatically enrolled or they may have to proactively enroll. If the client must follow the Initial Enrollment Period rules, there is the added complication of determining when coverage starts.

To help make this easier, we have created the “Will I Be Enrolled Automatically in Medicare” flowchart. It addresses some of the most common Medicare issues that arise when a client turns 65 and considering Medicare enrollment:

• Impact on enrollment based on age
• Initial Enrollment Period rules
• Coverage start date for Part A, B, & D
• Automatic enrollment events

CLICK THE FLOWCHART BELOW TO DOWNLOAD YOUR COPY:

Please let us know if you have any questions about your eligibility or retirement income planning. We are here to help!

This information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.