INITIAL ENROLLMENT PERIOD

Ready to transition to Medicare? Now's the time.

Your Medicare journey begins here. Use this "Start Here" kit to navigate to your next chapter with ease.

Your "Next Chapter" Starter Kid

Enrolling in Medicare doesn't have to be a headache. Whether you're working or retired, the transition involves specific paperwork and timelines that, if handled correctly, ensure a smooth start to your Medicare benefits.
Everything you need to click "Submit" with confidence

Pro-Tip

The Social Security website is the gateway. Even if you don't plan to collect Social Security income yet, you still use their portal to sign up for Medicare Parts A & B.

The "Big Two" Checklist

Gather these documents before you start your application to avoid timing out of the online session.

Personal Identification

Social Security Number (and your spouse's if applicable)
Proof of Citizenship or Legal Residency
Detailed Place of Birth information

Employment & Health

Current Health Insurance details (Group Number, Policy Number)
Employer information for the last 2 years
Direct Deposit info (Routing and Account numbers)

What to expect after clicking "Submit"

1

Verification (Weeks 1-2)

The Social Security Administration reviews your application. They may contact you if they need more documentation (like a birth certificate or tax records)

2

The Welcome Packet (Weeks 3-4)

You will receive a packet in the mail containing your "Welcome to Medicare" handbook and your official Red, White, and Blue Medicare card.

3

Coverage Begins

Typically, your coverage starts the first day of your birth month. If you sign up after your birth month, it may take longer for benefits to activate.

You Got The Card — Now What?

Original Medicare is a great start, but it doesn't help you cover everything? SmartMatch can help you decide which Medicare path to take — Medicare Supplement or Medicare Advantage.
Connect With SmartMatch
1-888-411-7647 | TTY: 711

Which type of Medicare insurance is right for me?

Find your personalized Medicare recommendation in just 2 minutes

Question 1 of 10

Your Health
Healthcare Usage
Looking Ahead

(Surgery, treatment, new diagnosis, etc.)

Provider Preferences
Provider Preferences
Cost Considerations

Lower monthly premiums may mean you'll pay more when you need care; higher premiums may mean you'll pay less for care.

Extra Benefits
Prescription Drugs
Plan Simplicity

More cards (policies) may mean more flexibility with coverage; fewer cards provides simplicity but less flexibility.

Current Coverage

*Submitting your information will save your responses anonymously in order to verify the accuracy of our recommendation engine. Again, no personal information is saved.

If you are a customer looking for a Medicare consultation, please click this link to schedule a time: 

Schedule a Medicare Consultation

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