MEDICARE OPTIONS can be complicated and confusing to many seniors. However, we take an approach of educating you and servicing you annually so you are able to better understand all the choice that you have.  As a licensed agent, we offer most plans in your county and will take the time to help you figure it out.

We help you solve the confusion!!!
​Call our office (360) 722-7889​

HOW TO APPLY FOR MEDICARE

HOW TO APPLY FOR MEDICARE
You are provided with a SPECIAL ENROLLMENT window that allows you to apply for Part B when you turn 65 or leave employer coverage. Choose a method below:

• ONLINE FORMS - Sign up for Part A and/or Part B
• PRINT FORMS - For Part B, you will need to complete form CMS-40B (If your leaving an employer, you will also need form CMS-L564 which the Employer needs to sign). 

HOW TO SUBMIT FORMS YOU PRINTED:

• Fax, send the two forms listed above to 833-914-2016
• By MAIL, send the forms listed above to your local Social Security office
• In Person, you can visit your local Social Security office to obtain and return these two forms listed above.
• By Phone, you may call Social Security at 800-772-1213 (three months prior to when you need Part A & Part B turned on.

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Additional Resources

• Apply for Social Security Benefits
• Enrolling in Medicare Part A & Part B (Resource)

WHEN IS PART B activated
What if I’m already getting benefits from Social Security or the Railroad Retirement Board (RRB)?
If you’re getting these benefits, in most cases, you’ll automatically get Part A and Part B starting the first day of the month you turn 65. If your birthday is on the first day of the month, Part A and Part B will start the first day of the prior month. You’ll get the “Welcome to Medicare” package that welcomes you to the program. This package is mailed about 3 months before your 65th birthday. 
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What if I’m close to 65, but not getting Social Security or Railroad Retirement Board (RRB) benefits? 
If you aren’t getting Social Security or RRB benefits (for example, because you’re still working) and you want Part A or Part B, you’ll need to sign up (even if you’re eligible to get free Part A). If you’re not eligible for free Part A, you can buy Part A and Part B. 

SPECIAL ENROLLMENT

INITIAL ENROLLMENT

SCHEUDLE AN APPOINMENT WITH US
We can help you find the right plan for your needs at NO COST.  Please complete our Medicare Questionnaire!!!

Medicare Questionnaire

Medicare Resources

​MEDICARE RESOURCES

• Enroll into Medicare (ONLINE)
• ​What Does Medicare Part B Cost?
• What Does Medicare Part D Cost?​

NEED HELP PAYING FOR...

• Need Help Paying for Medicare A&B?
• Need Help Paying for Part D?
• ​Low Income Subsidy (check with Insurance company)
• Washington Connection​

​GET INFORMED

• Social Security Medicare Benefits Information
• ​Checklist for Online Medicare, Retirement & Spouses

Are you a Washington State Public Employee?

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Everett WA Office
3809 BROADWAY
Everett, WA 98201
Office: 866-563-4595
Fax: 833-950-2616

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SCOPE OF APPOINTMENT
This form is required for those over age 65 who wish to have us present Medicare plans. 
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MEDICARE RULES AND COMPLIANCE. (MORE INFO)

*** This information is provided as a courtesy. Please verify that the forms and processes have not changed.