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Anchor Point Benefit Group

Turning 65 Timeline

A practical checklist for the months leading up to Medicare.

90–120 days before 65

  • Confirm whether you will stay on active employer coverage.
  • Make a list of your doctors, prescriptions, pharmacies, and preferred hospitals.
  • Review your Social Security and Medicare enrollment status.
  • Estimate your monthly healthcare budget.

60–90 days before 65

  • Enroll in Medicare Part A and Part B if needed.
  • Compare Medicare Advantage, Medicare Supplement, and Part D options.
  • Verify doctor networks and prescription coverage before enrolling.

30–60 days before coverage begins

  • Confirm effective dates.
  • Watch for membership cards and plan materials.
  • Verify your pharmacy and primary care information.
  • Keep copies of enrollment confirmations.

After coverage begins

  • Confirm your prescriptions process correctly.
  • Schedule needed appointments.
  • Call with questions about benefits, referrals, or plan use.
Need help applying this checklist?
Call Frank at 559-862-5615 or schedule a free review.