Lesson 
2
 of 
8
  |  
Medicare Mastery
6
 min

Eligibility and enrollment: who, when, and how?

Lesson resources

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3
Initial Enrollment Period (IEP) Calculator
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4
Special Enrollment Periods (SEP) chart
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5
Enroll in Part B only
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6
Enroll in Parts A & B
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Make sure you select "Medicare only" when it asks if you want to draw Social Security Benefits (unless you want to start drawing SS benefits now)
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10
Form L564 to prevent B penalties
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Get this filled out by your employer HR department and take into the Social Security Administration to prevent Part B late enrollment penalties.
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11
Automatically enrolled notice (2023)
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Download the 14-page fill-in-the-blank workbook.
Download the 14-page fill-in-the-blank workbook.