Getting ready to enroll in Medicare?
You have a total of seven months to sign up for Medicare – three months prior to your 65th birthday, during the month of your birthday, and for three months immediately after it.
But no matter when you enroll in Medicare, you must prove your age and your eligibility. So, you will want to make sure you gather all the documents and required information you’ll need before you start the process. Not sure exactly what documents you will need when you enroll in Medicare? Our team put together this handy checklist that you can refer to – so you don’t forget anything.
Do You Have the Necessary Documents for Enrolling in Medicare?
| You need to provide the following documents . . . | So, you can prove . . . | Other information you should know: |
| Your Birth Certificate Your Social Security Card | You are who you say you are | Other acceptable documents to prove birth may include medical, insurance, and immunization records. |
| Naturalization Certificate or Permanent Resident Card (Green card) | You are a U.S. citizen or legal resident | Documents may include a passport or another form of legal documentation to prove citizenship or legal residency. If you’re not a U.S. citizen, you can show another form of residency such as a green card. |
| W-2 Forms | Your work history | These forms are required if you worked in the two years prior to enrolling in Medicare. |
| A statement from the Civil Service Retirement System (CSRS) or Federal Employees Retirement System (FERS) | You receive a federal pension | |
| Your Statement from ssa.gov | Your Social Security work credits | |
| Discharge Papers | Your U.S. military service | Provide this document if you served in the U.S. military before 1968. |
| Name(s) and Social Security Numbers for: -all spouses, past or present; -children under 18 years old | Immediate members of your family | Name(s) and Social Security Number(s) are also required for your disabled children, up to 22 years old |
Already receive social security or disability benefits?
There’s no need to provide any other documents when you sign up for Medicare.
Gathering all this information can take time and effort. But it can ensure a smoother process when it’s time to enroll in Medicare. If you have questions or need help, go to medicare.gov.
For more information please be sure to reach out to a Guided Medicare Licensed Benefits Consultant at (800) 351-7850.