Kaiser Permanente Medicare health plan assessment

Completed

Error

Complete all required fields before proceeding

Error

Network Error:

Some error has occurred. Please try after some time.

Setting up your personalized action plan

A quick assessment of your needs for transitioning to a Kaiser Permanente Medicare Advantage health plan

There are typically 3 steps to signing up for a Medicare Advantage plan:

Apply for Original Medicare parts A & B

(required for a Medicare Advantage plan)

Receive your Medicare Entitlements

Enroll in a Medicare Advantage plan of your choice

Based on your answers to this assessment, tasks will be added automatically within these steps.

When you’re done, you’ll have a personalized action plan of what you need to do and when you can sign up for a Kaiser Permanente Medicare Advantage health plan.

In the future, if your plans change significantly, you can take this needs assessment again to adjust your personalized action plan.

All fields are required unless marked as optional.

{qn}. What's your date of birth?

Helps calculate your Initial Enrollment Period

Enrollment dates are calculated differently depending on if your birthday is within the month or is on the 1st of the month.

Error: Required field

Your Initial Enrollment Period

Based on your birthdate:

WHEN

The Initial Enrollment Period is a 7-month window when someone is first eligible to enroll into Medicare Part A and Part B (Original Medicare), and a Medicare Part C and/or Part D plan.

All fields are required unless marked as optional.

{qn}. Do you have Group Coverage with 20 or more employees?

Yes
No

Error: Required field

All fields are required unless marked as optional.

{qn}. With your Group Coverage through either your or your spouse’s employer, are either you or your spouse currently retired or still actively working?

Retired
Actively working

Error: Required field

All fields are required unless marked as optional.

{qn}. Will you be retiring after {iepEndDate}?

Yes
No

Error: Required field

{qn}. If you have a retirement date, enter it below.

Helps determine if you’ll have a Special Enrollment Period

If you’re not sure of your retirement date yet, you can provide an estimated time or skip this question for now and come back to update it once you know your retirement date.

NOTE: Without an estimated retirement date, we cannot provide the timing of your next step.

Error: Required field

You qualify for a Special Enrollment Period

Based on your estimated retirement date:

WHEN

The Special Enrollment Period protects you from penalty and allows you to defer your Medicare Advantage plan enrollment until you’re ready to retire.

You can enroll in a Kaiser Permanente Medicare Advantage plan during this period. However, you may be able to become a Kaiser Permanente member sooner. Contact your union/employer group to determine if you’re eligible to join a Kaiser Permanente health plan during their Open Enrollment Period.

Your General Enrollment Period

Based on chosen Medicare sign-up date

WHEN

The General Enrollment Period is January 1 through March 31 of each year, with coverage going into effect July 1. Penalties may apply.

All fields are required unless marked as optional.

{qn}. Have you received your red, white, and blue Medicare Parts A & B card or entitlement letter?

Yes
No

Error: Required field

Your personalized action plan is complete!

We can now create the tasks and timelines of your personalized action plan for transitioning to a Medicare Advantage plan.

Based on your responses, it may be best for you to make your transition to Medicare Advantage plan during your Initial Enrollment Period.

Based on your responses, it may be best for you to apply for Medicare A and/or Part B during the General Enrollment Period and transition to a Medicare Advantage plan once eligibility begins in July.

Based on your responses, it may be best for you to make your transition to a Medicare Advantage plan during your Special Enrollment Period.

Select Finish to go to your personalized action plan.

We’re here to help

If you’re looking for support, Kaiser Permanente has a range of options.

Call us for advice

Speak with a Kaiser Permanente Medicare specialist 7 days a week, 8 a.m. to 8 p.m.

1-866-749-5701 (TTY 711)

Attend a seminar

Learn more by attending a seminar with a Kaiser Permanente Medicare specialist.

Find a seminar

Find a local agent

Connect with a Kaiser Permanente Medicare specialist in your area.

Find a local agent

Nondiscrimination notice | Language assistance

For accommodations of persons with special needs at meetings call 1-877-485-3566 (toll free) or call TTY 711.

In California, Hawaii, and Washington, Kaiser Permanente is an HMO plan with a Medicare contract. In Colorado, Kaiser Permanente is an HMO, HMO-POS and PPO plan with Medicare contracts. In Oregon, Southwest Washington, Georgia, Maryland, Virginia and the District of Columbia, Kaiser Permanente is an HMO and HMO-POS plan with a Medicare contract. Enrollment in Kaiser Permanente depends on contract renewal.