Kaiser Permanente Medicare health plan assessment

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

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

When you’re done, you’ll have a checklist 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 checklist.

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.
 
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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?



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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?



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All fields are required unless marked as optional.

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



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{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.

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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.


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

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


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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 Medicare health plan checklist.