Connect with us
Connect with us
The ideal time to connect with Social Security is 3 months before you reach 65 or, if you are 65 or older and stay on an employer-based health plan, connect with Social Security a few months before terminating your group health coverage. Your objective with Social Security is to confirm your entitlement for Part A of Medicare and to enroll in Part B. (If prior to Age 65 you have started your Social Security income, you will automatically be enrolled in Parts A and B.)
Connecting Online
When you click on this link (https://www.ssa.gov/benefits/medicare/) you will be taken to a page that permits you to “Apply for Medicare Only”. This application is for Medicare benefits only NOT for retirement income. Additional information on this online process is here: https://www.ssa.gov/pubs/EN-05-10531.pdf
While you’re online you may want to also set up a “my Social Security account” for yourself by clicking here: https://www.ssa.gov/myaccount/. With this account you’ll be able to review your earnings, see your latest Social Security statement, and request a new Social Security card or check on the status of an application.
Connecting Online
When you click on this link (https://www.ssa.gov/benefits/medicare/) you will be taken to a page that permits you to “Apply for Medicare Only”. This application is for Medicare benefits only NOT for retirement income. Additional information on this online process is here: https://www.ssa.gov/pubs/EN-05-10531.pdf
While you’re online you may want to also set up a “my Social Security account” for yourself by clicking here: https://www.ssa.gov/myaccount/. With this account you’ll be able to review your earnings, see your latest Social Security statement, and request a new Social Security card or check on the status of an application.
Connecting by Phone for a Phone Call Enrollment or In-Person Appointment
If you prefer to use your phone, you can call Social Security 800.772.1213 to ask for a phone interview to confirm your entitlement to Part A and to enroll in Part B OR to do both with a scheduled in-person interview at your local Social Security office. For you convenience, we can also provide you with a number for your local Social Security office rather than have you connect through the national number. https://www.ssa.gov/pubs/EN-05-10531.pdf
This step on your path to Medicare success starts with our learning more about you and your healthcare priorities during retirement. This will help us learn about your medical insurance experience prior to Medicare and what matters most to you going forward.
With your priorities in mind, our research will focus on creating a coverage strategy that matches a Medicare plan to your specific retirement outlook and financial resources. The coverage features we develop will be based on your personal medical preferences: benefit flexibility, provider and medical group types, preferred hospitals, drug formularies, plan premiums, out-of-pocket expenses and ancillary benefits (e.g., dental, vision, hearing, transportation, meals, gym membership, over-the-counter allowances, Part B premium offset, etc.).
In response to your sharing key information with us, in Step 3 we will provide you with the results of our expert Medicare coverage research. That research brings forward coverage options that will align with your healthcare preferences and retirement priorities. You will be able to choose between Supplemental (MediGap), Medicare Advantage and Part D drug plans.
When you click on the button below you can begin sharing some key information needed for the coverage planning we do next. This will get us started in the process of coverage planning that is customized to meet your needs and priorities.
A Medicare Supplement Plan gives you freedom to access medical care throughout the United States and has a variety of deductibles, co-insurance and premiums.
A recommended plan will be the best combination of benefits and affordable monthly cost.
A Medicare Advantage Plan provides you with care coordinated by a primary and specialty care medical group that usually includes prescription drug coverage and other benefits not
A recommended plan will maximize your benefits and minimize all out-of-pocket costs.
Since Basic Medicare and Supplement plans do not include Prescription Drug coverage, this can be an add-on plan.
A recommended plan will be the best combination of benefits and affordable monthly cost.
After you choose a preferred coverage plan we will prepare and submit your enrollment forms. With this final Step you will move from participating in an employer plan to being an insured Medicare “beneficiary”. Congratulations!
If you have any questions please call us now at (714) 834-1322!
Daniel E. Griset, CLU, the founding principal of Griset Medicare Solutions, is a licensed independent health insurance agent who provides guidance to Medicare prospects and beneficiaries about Medicare Supplement, Medicare Advantage and Prescription Drug Plan coverages.
Griset Medicare Solutions and Daniel Griset are not connected with nor endorsed by the federal Medicare program.
Required Medicare Disclosure : We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
Daniel E. Griset, CLU, the founding principal of Griset Medicare Solutions, is a licensed independent health insurance agent who provides guidance to Medicare prospects and beneficiaries about Medicare Supplement, Medicare Advantage and Prescription Drug Plan coverages.
Griset Medicare Solutions and Daniel Griset are not connected with nor endorsed by the federal Medicare program.
Required Medicare Disclosure : We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
Connect with us
Connect with us
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