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Retirement
If you are Turning 65

This checklist is provided as a concise summary of the many actions, forms, contacts, and decisions that you may need to be aware of--as you transition through this "life event". This list has been developed through our many years of assisting employees in similar circumstances. Most of the actions are optional-but worth considering. If you have any questions about special circumstances, suggestions for improvement, or lessons-learned please let us know.
Your Action By when? With what? With who?
Change your Health Benefit Plan (if you are eligible to enroll in Medicare) No earlier than 30 days before eligible for Medicare SF2809 Health Benefits Registration Form Employee Express
Contact Social Security to enroll in Medicare No earlier than 3 months prior to your 65th birthday Enroll in Medicare Hospital Insurance (Part A) Social Security Administration
Contact Social Security to enroll in Medicare No earlier than 3 months prior to your 65th birthday Request a delay in enrollment for Medical Insurance (Part B) Social Security Administration
Sign up for social security benefit if you have 40 credits 66th birthday or Full Retirement Age Complete online application Social Security Administration
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