enrolling in medicare While participating in an iCHRA
Whether you’re keeping your current Medicare coverage or exploring new plan options for the upcoming year, it’s important to take the right steps to stay compliant and ensure your ICHRA reimbursements continue without interruption. Follow the instructions below to make sure everything is set up smoothly and accurately.
WATCH OVERVIEW VIDEO
Option 1: Keeping Your Current Medicare Coverage
If you’d like to continue with your existing Medicare plan:
Step 1: Gather Proof of Your Medicare Renewal Cost
Before completing the reimbursement form, make sure you have documentation showing your updated Medicare premium for the new plan year. This may include your Social Security award letter or any other official notice confirming your monthly Medicare cost.
Option 2: Adding or Exploring New Medicare Plan Options
If you’re new to Medicare or want to review other Medicare plan options:
Step 3: Schedule a Screening Call
When you’re ready, click on your state to schedule an initial screening call with a Policy Placement Advisor. During the call, your advisor will:
Important: Medicare requires that this form be submitted at least 48 hours prior to your appointment.
What to Have Ready for Your Enrollment Meeting:
Select your state.
If your state is not listed, contact MEDSURETY.
Step 4: Meet with a Policy Placement Advisor
During your scheduled meeting, the Policy Placement Advisor will guide you through the enrollment process to ensure everything is completed correctly. Specifically, they will:
If the Recurring Reimbursement Form is not completed during your meeting, you can complete it on your own by clicking the button below.
Step 5: Review and Cancel Any Previous Coverage (if needed)
If you’re adding Medicare after having coverage through a group health plan, you’ll need to cancel your previous policy to avoid overlapping coverage. If cancellation is required, your Policy Placement Advisor will email you the carrier cancellation form to complete and submit. If you’re already on Medicare and are exploring a new option, cancellation may or may not be necessary. Your Policy Placement Advisor will review your situation and provide guidance during your meeting.
CONTACT CUSTOMER SERVICE
Get In Touch
If you have questions about your employer’s ICHRA, our customer service team is here to help. We look forward to supporting you as your ICHRA provider!
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1-888-816-4234
Address
Minnetonka, MN 55343
Working Hours
8:00 am – 5:00 pm
