BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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For help, call (360) 722-7889
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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​
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Choose an Option
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Need Part A/B
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Nationwide Plans
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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
How Part D Coverage works for 2025
CMS #1
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Medicare Enrollment Periods
ANNUAL ENROLLMENT
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Annual Enrollment Period
The Medicare Annual Enrollment Period (AEP), also known as the Medicare Open Enrollment Period, is for individuals already enrolled in Medicare. This enrollment period happens every year between October 15 and December 7.

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Allows Medicare beneficiaries to either:
  • Choose a Medicare Advantage plan with or with out a Part D Drug Plan
  • Choose a Medicare Supplement and choose a stand-alone Part D Drug Plan
  • Choose to go back to original Medicare with No Drug Plan
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OPEN ENROLLMENT
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Medicare Advantage Open Enrollment Period
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Are you already enrolled in a Medicare Advantage plan (Medicare Part C) and want to make a change? You can do that during the Medicare Advantage Open Enrollment Period. This enrollment period runs from January 1 through March 31 annually.

Allows Medicare beneficiaries already enrolled in a Medicare Advantage plan a one-time election to either:

  • ​Switch to a different Medicare Advantage plan, OR
  • Switch from a Medicare Advantage plan to Original Medicare with or without a Part D prescription drug plan.
  • WHAT IS ALLOWED?
SPECIAL ENROLLMENT
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The Special Enrollment Period (SEP)
You should confirm annually that you have creditable Medicare Part B and prescription drug coverage (Medicare Part D) through your employer. If you don’t, you, your spouse – or both of you – could incur lifetime late-enrollment penalties when you enroll in Medicare Part B and prescription drug coverage. If you’re delaying Medicare coverage, ensure you have creditable coverage from another source.
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You have eight months, during a Special Enrollment Period, to enroll in Medicare Part A and B if you lose your employer-sponsored health coverage. If you want to enroll in a Medicare Advantage plan (Medicare Part C) or Medicare Part D, you only have 63 days to enroll. If you don’t enroll, you could face late enrollment penalties. Important note: COBRA may not count as creditable coverage.
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INITIAL ENROLLMENT
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Initial Enrollment Period The Medicare Initial Enrollment Period (IEP) is when Floridians become Medicare-eligible for the first time and enroll. It starts three months before your 65th birthday, includes the month of your birthday, and ends three months after you turn 65. Your Initial Enrollment Period lasts a total of seven months

If you’re applying for Medicare for the first time, three enrollment periods are critical to you. These are your Initial Enrollment Period, the General Enrollment Period, and the Medigap Open Enrollment Period. If you miss any of these, you may be able to enroll during a Special Enrollment Period – if you qualify. 
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General Enrollment
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General Enrollment PeriodIf you miss your Initial Enrollment Period, the General Enrollment Period is your next opportunity to enroll in Medicare for the first time. The General Enrollment Period occurs from January 1 through March 31 annually. If you enroll during this time, your Medicare coverage will begin on July 1.  
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Note: If you enroll in Medicare during the General Enrollment Period, you may incur late enrollment penalties.
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Medigap Open Enrollment
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Medigap Open Enrollment PeriodThe Medigap Open Enrollment Period is the best time to enroll in a Medigap plan, also called a Medicare Supplement plan. If you’re considering enrolling in a Medicare Supplement plan, mark your calendar for the first month you’re enrolled in Medicare Part B and are age 65. This one-time enrollment period lasts only six months, happens once, and can not be extended or changed. ​
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)
  • Enrolling in a Medicare Advantage or Drug plan
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. 
Addtional 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
  • 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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*** This information is provided as a courtesy. Please verify that the forms and processes have not changed. 
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FORM
Washington State
​POLST Form

Portable Orders for Life-Sustaining Treatment, helps give seriously ill patients more control over their care. More Info
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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. 
SAMPLE of SCOPE
MEDICARE RULES AND COMPLIANCE. (MORE INFO)
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Learn More
Contact DSHS (Dept. Social and Health Health  Services)
Washington - 
  • Provider One 800-562-3022
  • WEBSITE LINK
  • DSHS Community 877-501-2233 
Texas - 800-963-7111
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Over the past 20 years more than 300,000,00 people have listened to this recording and have benefited from this invaluable information.
1) Watch Video
2) Listen to audio
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We are experts on Retirement and Tax Planning Strategies.

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Birdseye Financial Services
​
136 Hillside Drive E
Burleson, TX 76028

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Client Resources
Main # 360-722-7889
Texas # 817-717-1487
Fax #425-412-6865

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[email protected]

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CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through Simplicity Asset Management, an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online and a SCOPE of appointment required by Medicare will be obtained 48 hours before any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county, we can validate these numbers upon request.)

State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.

PRIVACY POLICY       OPT-IN PROCESS
  • Home
  • About
    • Who We Are >
      • Explore More
    • Corbin Lindsey, Advisor
    • Our Reviews
    • Get Started
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Sequence of Returns
    • Volatility Buffer >
      • Volatility Buffer Webinar
    • Tax Strategies >
      • Tax Free Income
      • RMD Calculator
      • IRA RMD RULES
      • ROTH IRA
      • ROTH Conversion
      • Tax Declassified Webinar
      • Qualified Charitable Donation
      • Business Tax Credit
    • Inflation Impact
    • Educational Videos >
      • Documentaries
      • Educational Webinars >
        • Taxes Declassified
        • Top 10 IRA Mistakes
        • Taxes in Retirement
        • 3 Economic Strategies
        • Five Key Areas of Retirement
    • Recommendations >
      • ROTH Conversions
      • Volatility Buffer
      • Tax-Free Income
      • Wealth Transfer
    • Premium Finance
  • Planning
    • Retirement Analysis >
      • RA Sample
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management >
      • Questionnaire
    • Estate Planning
    • Federal Benefits >
      • Federal Benefit Kit
    • WA Retirement Systems
    • Boeing Retirement >
      • Boeing Webinar
      • Boeing Download
      • Boeing Calendar
      • Boeing Retirement
    • Business Planning >
      • Tax Free Multiplier
      • Business Tax Credit >
        • Resources
      • Employee Retention Tax Credit
      • Research & Development Tax Credit
  • Insurance
    • Annuities >
      • Annuity Resources
      • Market Index Links
      • Annuity Report
      • Annuity Reviews
    • Medicare >
      • Medicare Questionnaire
      • Medicare Clients
      • Medicare Plan Compare
      • Medical Networks
      • Medicaid Info
      • PEBB Benefits >
        • 2024 PEBB Retiree Guide
      • Medicare A&B
      • Medicare Rules
      • Medicare Meetings
      • Medicare Education
    • Long-Term Care
    • Life Insurance >
      • Multi-Generational
      • Premium Finance
      • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Market Simulations
    • Required Minimum Dist (RMD Calculator)
    • Interest Types
    • Calculators
    • Professional Referrals >
      • Dead Doctors Don't Lie
    • Bankrate Interest Rates
    • Rate of Return Calculations
    • Zillow Home Value
    • Credit Info
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis (initial)
    • Retirement Software Client Portal
    • New Application
    • Application Process
    • Beneficiary Form
    • Client Resources
    • Phone App
    • Rate our Service
    • Refer a Friend