CLIENT TRACK
Turning 65 Checklist
Clear steps. Confident choices.
Turning 65 is an important milestone. This checklist walks you through
every key step to help you understand your Medicare options and
make the best decisions for your health and your budget.
Review Coverage Options
Explore Medicare Advantage, Medigap, and Part D plans to find the right fit.
Compare OptionsUnderstand Penalties
Learn how late application could impact your coverage and costs.
See the DetailsYour Medicare Timeline
3 Months Before 65
Start exploring your Medicare options.
2 Months Before 65
Compare plans and ask questions.
1 Month Before 65
Gather documents and prepare.
Turning 65
You’re eligible! Application window begins.
1 Month After 65
Enroll in Parts A & B if not already.
2 Months After 65
Consider additional coverage options.
3 Months After 65
Review and confirm your coverage.
Free Guide: Medicare Basics
A simple overview of Medicare parts, key terms, important dates, and helpful tips.
Free Guide: Medicare Basics
A simple overview of Medicare parts, key terms, important dates, and helpful tips.
PDF1.2 MB
Frequently Asked Questions
When can I enroll in Medicare?⌄
Do I need to sign up for Parts A and B?⌄
What happens if I don’t enroll on time?⌄
Do I need a separate prescription plan?⌄
Can I change my coverage after I enroll?⌄
Ready to Take the Next Step?
Schedule a one-on-one consultation with a licensed Medicare expert. It’s free, easy, and there’s no obligation.
- Personalized Guidance
- No Cost or Obligation
- Trusted Local Experts
Trusted Guidance.
Objective advice you can count on.
This information is for educational purposes only and does not offer every plan available in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.