Enrolling In Medicare

2026 · ENROLLING IN MEDICARE
Enrollment in Medicare Parts A and B will occur automatically if you’ve already filed for Social Security benefits.Keep copies of your enrollment confirmations, plan selections, premium notices, and Medicare correspondence.Monitor your mail and online accounts for updates or requests for additional information.Be cautious of common scams involving unsolicited phone calls, emails, or text messages claiming to be from Medicare.KEEP RECORDS AND MONITORIf applicable, enroll in the Medicare Advantage (Part C), prescription drug (Part D), or Medigap plan recommended by your advisor through Medicare.gov or your selected insurance provider.COMPLETE YOUR ENROLLMENT FOR PARTS C, D, AND MEDIGAPObtain your Medicare number and coverage effective dates by downloading your Benefit Verification Letter from SSA.gov once it becomes available or waiting for your Medicare card to arrive in the mail.Create or log into your Medicare account at Medicare.gov using your Medicare number to review your coverage details and manage your account online.Review how your Medicare premiums will be paid (e.g., deducted from Social Security, quarterly Medicare bill, Medicare Easy Pay, etc.) and complete any required payment setup.CONFIRM YOUR ENROLLMENTCreate or log into your "my Social Security" account at SSA.gov to enroll in Medicare Parts A and B.Begin your application through SSA.gov or schedule a phone or in-person appointment, if needed.Review your enrollment before submitting it to ensure it is accurate.Notify your financial advisor or insurance professional once your coverage begins so they can help coordinate your overall financial plan.COMPLETE YOUR ENROLLMENT FOR PARTS A AND BConfirm your Medicare coverage start date and enrollment decisions as discussed with your advisor or insurance professional.REVIEW YOUR ENROLLMENT DETAILSGather important documents, including your Social Security number and identification (e.g., birth certificate), before beginning your enrollment.PREPARE YOUR INFORMATIONEnrolling in Medicare can feel overwhelming, but gathering a few key details ahead of time can help make the process smoother and more manageable.
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 Dejan Ilijevski, MBA, MS

SCM Investment Services | Lake Elmo, MN | (612) 324-0629

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