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Medicare guidance for your situation

Retiring soon? Map the Medicare transition before your employer coverage ends.

Your last day at work and your last day of health coverage may be different. Build the transition around both.

01Retirement date
02Employer coverage end date
03Part B timing
04Medicare coverage selection
05Prescription coverage
06Effective dates

Write down the dates first

Get the employer coverage end date in writing. Then confirm your Part A and Part B status, applicable enrollment period, and desired Medicare plan effective date. Do not cancel existing coverage based only on an application being submitted.

Plan medical and prescription coverage together

A Medicare plan selection and an application for Part B are separate steps. Make sure medical and drug coverage begin when intended. If you are considering Medigap, review its enrollment protections and any underwriting before relying on that path.

Keep documentation of employer coverage

An enrollment period based on current employment may require employment and coverage information. Social Security can confirm the correct application and supporting documentation for your circumstances.

Resolve COBRA before it becomes a gap

COBRA is not current employment coverage for delaying Part B. Ask how it coordinates with Medicare and verify your Part B deadline rather than waiting for COBRA to end.

What to gather

  • Expected retirement date
  • Written employer coverage end date
  • Medicare card or application status
  • Employer benefits contact
  • Drug coverage notice
  • Doctors, prescriptions, and preferred pharmacies
Official sourcesMedicare.gov: Working past 65Medicare.gov: When coverage startsMedicare.gov: Joining a planMedicare.gov: COBRA coverage

Educational content reviewed September 7, 2026. Confirm current rules and specific plan details before enrolling.

Your next step

Know what should happen next
with your Medicare coverage.

Request a Medicare review and we can look at your timing, current coverage, doctors, prescriptions, and Medicare options.

CallRequest Review