MEDICARE ENROLLMENT

How To Enroll In Medicare Online
A tutorial on how to enroll in Medicare through the Social Security website. We also offer tips to avoid making mistakes on your application.

You can submit your Medicare enrollment application in the 4 months prior to your birthday month (YES, 4 months prior).

How To Enroll In Medicare After Age 65
So you decided to delay Medicare enrollment in order to stay on your group health insurance plan. But now it's time to make the transition to Medicare. What are the next steps?

How To Enroll In Medicare On Your Spouse’s Work Record
If you don't have the necessary 40 quarters paid into the Medicare system, this video shows you how to enroll in Medicare on your spouse's work record.

How to Complete Medicare Form CMS 40B (Updated)
A tutorial on how to add Part B during your Initial Enrollment Period (when you already have Part A)…OR…adding Part B later in the future.

How to Complete Medicare Form CMS L564
A tutorial on the second form needed when adding Part B after your Initial Enrollment Period has ended.

BASICS

Medicare Parts & Insurance Lingo
This video will get you up-to-speed on the parts of Medicare and all the common Medicare insurance terminology.

Medicare Eligibility
Medicare isn't just for those turning Age 65. You can also qualify based on Disability, Lou Gehrig's Disease, and End Stage Renal Disease.

Medicare Enrollment Periods
When can you enroll in Medicare Part A & Part B? When can you enroll in Medicare Supplement (Medigap) plans, Part D Prescription Drug plans, and Medicare Advantage (Part C) plans?

COVERAGE & INSURANCE OPTIONS

PPO vs HMO: What’s the Difference?
The differences between a PPO and HMO style Medicare Advantage plan are relatively simple…but it’s very important to understand.

How Medicare Part D Works (2024)
Part D is confusing, but thankfully some new rules in 2024 will create a cap on costs. And then it get even better in 2025, which we preview as well in this video.

Original Medicare vs Medicare Advantage
This video describes the similarities and differences between Original Medicare + a Medigap plan + a Part D drug plan …AND… a Medicare Advantage plan (Part C).

Medicare’s Impact on Health Savings Accounts (HSAs)
You can contribute to an HSA beyond age 65, but you have to be careful.

When Medicare Part A Is Backdated 6 Months
Medicare Part A is backdated up to 6 months when you enroll, which can create some HSA contribution and tax issues.

Medicare & Employer Health Insurance
If you're covered in a group health plan based on your employment or your spouse's employment...and you're Medicare-eligible...you need to watch this video.

4 Reasons Why You Should Delay Medicare Enrollment
It doesn't always make sense to enroll in Medicare right when you turn 65.

What Is A Medicare Supplement (Medigap) Plan?
A Medicare Supplement (Medigap) Plan works with Original Medicare to help minimize your out-of-pocket medical expenses.

What Is Creditable Prescription Drug Coverage?
Creditable prescription DRUG coverage is different than creditable MEDICAL coverage. Definitely confirm whether you have creditable DRUG coverage (i.e. through your employer), if you intend to delay Part D at age 65.

HOW TO’S & TIPS

How To Create A My Social Security Account
Creating a My Social Security online account makes your Medicare enrollment process go much smoother.

How to Use Your My Social Security Account
You can access your Benefit Verification Letter, request a replacement Medicare card, and more when logged into your SSA.gov account.

How To Change Your Address With Social Security & Medicare
Changing your address with the Social Security Administration will make the update with SSA and Medicare. Our video shows you where to make the request online.

How to Get Proof of Medicare Coverage (Benefit Verification Letter)
If you need proof of Medicare coverage and you don’t have your Medicare card, you can get this information very quickly by logging into your SSA.gov account and pulling up your Benefit Verification Letter.

How to Create a My Medicare Account
Once you have your Medicare card, it’s very easy to create a My Medicare Account at www.medicare.gov. Here, you can pay your Medicare Part B premium, view medical claims, sign up for Easy Pay, print your Medicare card, get a replacement Medicare card, and more.

How To Pay Your Medicare Part B Premium
If you're enrolled in Medicare Part B, but NOT receiving Social Security benefits, you must pay your Part B premium directly to Medicare. There are 4 ways to pay this premium, and 2 ways that are NOT allowed!

5 Ways To Get A Replacement Medicare Card
This video shows you to easily request a new Medicare card.

How to Get Your SSA-1099
We summarize three ways to get this very important tax form. The fastest route is via your SSA.gov online account.

Don’t Answer The Phone: 3 Tips to Avoid Medicare Spam Call

Assuming you don’t use your home phone or cell phone for business purposes, consider implementing our tips to reduce unwanted spam calls.

How To Appeal Your High Income Medicare Premiums
If your income has reduced and you have a life changing event, such as retirement, you can appeal for lower Medicare premiums. We’ll show you how!

How To Look Up Drug Pricing on Medicare.gov
You can easily confirm prescription drug pricing at Medicare.gov, as well as compare to other plans.

How To Remove The Part D Late Enrollment Penalty
If you enrolled in Medicare Part D after your initial enrollment period, you might have a lifetime late enrollment penalty. This video explains what creditable prescription drug coverage is, and shows you how to remove the penalty.

How To Fix Medicare Coordination Of Benefits Issues
When transitioning to Medicare, sometimes you need to take action in order to ensure your medical and drug claims are processed correctly.

Why Filing Taxes Separately Could Be A Big Mistake
Filing your income taxes separately might save money on your taxes, but it could cost you much more with increased Medicare premiums.