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Enrollment checklist

Enrolling into Part A & Part B

Four steps to check off, in order. We can help you avoid delays and penalties — and there is no fee for our services.

Review your HSA contributions

Should you stop contributing to your HSA six months before you apply? Ask us if you're unsure — the timing matters.

Create a my Social Security account

Set up an account at ssa.gov/myaccount to track your Medicare enrollment.

Enroll online — or call Social Security

Apply at SSA.gov/medicare/sign-up, or call the Social Security office at 1-800-772-1213.

Call us when your Medicare card arrives

As soon as you have your red, white and blue Medicare card, call 1-207-579-7777 and we'll take the next step together.