Sewanee Benefits

Getting Ready for Medicare

Use this checklist when you are approaching Medicare eligibility and want to begin planning ahead.

What to do first

Start early. Review your timing, current coverage, and any questions you may have about how Medicare fits with your benefits.

Checklist

Start planning early, ideally several months before Medicare eligibility, if possible.
Review your current coverage, your retirement timeline, and whether you expect to remain actively employed when Medicare eligibility begins.
Learn when Medicare eligibility begins and what timing decisions may need to be made.
Identify which benefit programs may be affected, including medical coverage, retirement planning, and Emeriti.
Schedule a PATH to GOV consultation to review your situation, compare options, and understand how Medicare may fit with your current coverage.
Review how Emeriti may fit into your retirement health planning and whether it may be useful as part of your longer-term strategy.
Gather questions in advance, especially about enrollment timing, coverage comparisons, spouse or dependent considerations, costs, and next steps.
Review retirement-related resources at the same time, since Medicare decisions often connect with retirement timing and medical planning.
Contact the Benefits team if you want help understanding how Sewanee benefits connect to your Medicare planning timeline.

Helpful resources

The Benefits team can help you identify what to review and when to begin planning.