Medicare

MEDICARE

Made Simple

I’m turning 65 years old. Now what?

Taking SSI and I want Medicare

You don’t need to do anything. You will automatically be enrolled in Part A & Part B. You will need to add a Medicare Advantage or Medicare Supplement Plan to cover the costs that Part A & Part B don’t cover. Contact us to learn about your options.

Taking SSI and I DON’T want Medicare

You will need to disenroll from Part B. You can download form CMS 1763 to request the termination of your Part B. Make sure to explain why you are disenrolling from Part B. Contact us for any assistance.

NOT taking SSI and I WANT Medicare

You can sign up for Part A & Part B online at SSA.gov. We can walk you through this process. Contact us for assistance.

Not taking SSI and I DON’T want Medicare

You don’t need to do anything. You won’t be automatically enrolled.

I’m over 65 years old and need Medicare. What should I do?

I have Part A and just need Part B

You will need to download and complete Form 40B to request your Part B to begin. You will need to download form L564 and have your employer complete it. This form states you have had credible coverage since turning 65. This will eliminate a possible late enrollment penalty. Once both of those are completed you will mail them to your local Social Security office.

I don’t have Part A or Part B

You can sign up for both Part A and Part B online at SSA.gov. You can only sign up online when your Part A and Part B will have the same start date. Contact us for assistance in signing up for Medicare.

Start with a FREE Medicare Review.

I’m New To Medicare

Free Consultation


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Group vs. Medicare

Free Comparison


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I’m Retiring

Free Guidance


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2,552 Reasons to work with us…

$2,552 – That’s how much we saved each client this year.

Every single year we review all of our clients’ medications to see if their current plan is the right one for next year.
Most Medicare agents don’t do this and it could cost you. We saved one person over $30,000 on her medications thanks to this review.

CLICK HERE – don’t pay too much for your medications “I was so overwhelmed by the amount of mail, phone calls, and commercials. Thankfully, a friend of mine gave me Retirement & Medicare Together’s information and they took the time to walk me through every step and made sure I understood my options. They helped me choose a plan that covered all my meds and saved me money.”
Nancy D.Orlando, FL
“Going onto Medicare scared me. It was the first time I was responsible for choosing my own health insurance. My agent at Retirement & Medicare Together helped me understand the options and made this scary thing so simple. We really did it all together.”
James B.Fairfax, VA
“I called one of the 800 numbers from a TV commercial because of all the extra things they said I would get, and I got those. I also got a plan tat did not cover all my meds or my doctor. That cost me big time. Then I found Retirement & Medicare Together and the took the time to review my meds, my doctors, and find a plan that was right for me. I saved a ton thanks to them.”
Luther V.Spokane, WA
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