REQUIRED DOCUMENTS
Begins 3 months
before your 65th
birthday, includes your
birthday month, and
ends 3 months after (7
months total).
If you delay because
you have other
coverage (such as
through work), you may
qualify for an SEP when
that coverage ends.
 January 1 until
March 31st each year
if you missed your
Initial Enrollment
Period/Special
Enrollment Period. 
st
Initial Enrollment Period (IEP)
Medicare Enrollment Guide
When & How to Enroll in Part A/Part B
1.Online: ssa.gov/medicare
2.Phone: Call Social Security at 1-800-772-1213 (US)
OR 1-866-876-1799 (VI)
3.In Person: Visit your local Social Security office
Bring or have available:
Proof of age (birth certificate or passport)
Social Security card or number
Proof of U.S. citizenship or legal residency
Current health insurance information (if applicable)
Employer information (if covered by employer
insurance)
3 months before your
65th birthday: Earliest
you can enroll
Missing deadlines can mean higher premiums or coverage delays.
3 months after your
birthday month: Last
chance for IEP without
penalty
3 months after your
birthday month: Last
chance for IEP without
penalty
January 1 – March 31:
Coverage begins the
first of the month
following enrollment
8 months after job-
based coverage ends:
SEP window
HOW TO ENROLL
IMPORTANT DEADLINES
Special Enrollment Period (SEP) General Enrollment Period (GEP)