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LTN CollectiveInsurance Advisors

Checklist

Turning 65 Checklist

Your Initial Enrollment Period opens around your 65th birthday. Here's how to prepare.

Your Initial Enrollment Period opens around your 65th birthday. Here's how to prepare.

Your checklist

  1. Mark your Initial Enrollment Period (starts 3 months before your 65th birthday)
  2. Decide about Part A and Part B based on any current coverage you have
  3. Understand the difference between Original Medicare and Medicare Advantage
  4. Consider whether a Medigap or Part D plan fits your needs
  5. List your doctors and prescriptions to check against plan options
  6. Note deadlines so you avoid late-enrollment considerations

This checklist is educational and general. Eligibility, carriers, plans, timing, and availability vary by situation and state.

Related coverage

Coverage this checklist connects to

Related life events

Moments this checklist helps with

Prefer to talk it through?

Every situation is a little different. Our team can walk this checklist with you and answer questions along the way.

Let's talk through your options

Still have questions?

Whether you're comparing Medicare, protecting your family, or planning for your business, we'll help you find clarity, and the right person to guide the conversation.