Situation
The shopper is aging-in to Medicare eligible for Medicare for the first time due to turning 65. This is a common situation and easy to work with as it grants an SEP for Medicare Advantage/PDPs and allow for GI enrollment into supplements.
When to Enroll
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| title | Medicare Advantage/PDPs |
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Up to 3 months before the the first day of the month of the 65th, birthday, the month of, and up to 3 months after. If the enrollment is completed during the initial 3 months of the enrollment window, the effective date will occur on the first day of the month of the 65th birthday. If the enrollment occurs anytime after the initial 3 months of the enrollment window, the effective date will occur on the first day of the month after the enrollment took place. It is best to complete the enrollment during the first 3 months to avoid a potential lapse in coverage.
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