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(408) 547-8966


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anita@san-insurance.com

How To Enroll

Planning for Medicare
  1. Check your eligibility
  2. Apply for Original Medicare Part A and Part B with your local Social Security office 
  3. Determine if you need more coverage other than Original Medicare 
  4. Work with an independent agent (like us) to learn what plans are best suited for you and offered in the local area 

Information you need to get started

  • Social Security number
  • Where you were born (city, state, country)
  • Health insurance information
  • Start and end dates for any current group health plans
How to Apply for Medicare
  • The easiest way to apply for Medicare is online via the Social Security website. The application process is straightforward and takes only about 5 to 10 minutes. Just visit the Social Security website and follow the application links.
  • Apply by phone, contact Social Security at 1-800-772-1213 and inform the representative that you would like to apply for Medicare. Depending on your specific enrollment situation, they may need to mail you some forms to complete. These forms are relatively simple, but if you have any questions or need assistance, please feel free to give us a call. We assist clients with this process every day and are more than happy to guide you through it.
  • To get the application processed quickly, the best option is to apply in person at your local Social Security office. To find the nearest Social Security office, visit the Social Security website. When you are at the office, be sure to ask for a printed confirmation showing you have enrolled in Part A and Part B. This confirmation will allow you to complete your Medicare Supplement and/or Part D applications.
Sign up for part B only 

Information needed:

  • Valid email address
  • Your existing Medicare number

For those 65 and older who already have Medicare Part A and wish to apply for Part B and you are leaving employer group plan.  You will need complete CMS-L565 – employer verification form and CMS 40-B  Application to enroll in Medicare Part B.  Complete these two form and return to your local Social Security office or SSA.gov.

 https://www.ssa.gov/medicare/sign-up/part-b-only

  

We're Always Here For You.

By submitting your information, you agree that an authorized representative or licensed insurance agent may contact you by phone or email to answer your questions or provide additional information about Medicare Advantage plans, Prescription Drug Plans or Medicare Supplement Insurance plans. This is an advertisement for insurance.