Resources

We make Medicare easy… And we’re right around the corner!

Forms

Scope of Appointment Form (SOA)
Click here to download

Instructions for completing the Scope of Sales Appointment Form (SOA)
Click here to download

Links

Medicare
www.medicare.gov

Social Security
www.ssa.gov

Centers for Medicare and Medicaid Services (CMS)
www.CMS.gov

Ohio PACE
aging.ohio.gov/services/pace

State Teachers Retirement System of Ohio
www.strsoh.org

The School Employees Retirement System of Ohio
www.ohsers.org

Ohio Public Employees Retirement System
www.opers.org

Veteran Administration
www.va.gov/healthbenefits

Assistance in paying for healthcare costs
www.medicare.gov/your-medicare-costs/help-paying-costs/get-help-paying-costs.html

Medicare Glossary
www.medicare.gov/glossary/a.html

Financial Consultants of Ohio
www.financialconsultantsofohio.com

Traveler’s Insurance
www.geobluetravelinsurance.com (affiliate link)

Important Dates to Remember

  • Sept. 30: Annual Notices of Changes to your current plan mailed to beneficiaries

  • Oct. 1 – 14: Pre Annual Election Period

  • Oct. 15 – Dec. 7: Annual Election Period for Medicare Advantage and Part D Prescription plans

  • Dec. 8 – Feb. 14: Medicare Advantage Disenrollment Period

  • Feb. 15  – Oct. 1: Lock in period unless your situation qualifies you for a Special Election Period

  • Turning 65 – Generally Eligible for Medicare Part A & Part B

  • 25th month of disability – Generally Eligible for Medicare Part A & Part B

Based on your personal situation, you may have other enrollment options available.