Document pack
Turning 65 Medicare Checklist: Your Enrollment Window, Penalties, Employer Coverage and Free NJ Help
Know your Medicare deadlines before they pass, without anyone selling you a plan.
$15 one time · 14-day full refund · Word and PDF · download link by email
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Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning.
Browse the storeWho it is for
People turning 65 soon, and the adult children helping them, especially in New Jersey.
Not the right fit if
You want a specific plan recommended: this doesn't recommend plans. You're well past your enrollment period.
Why it is different
- Checked against medicare.gov and ssa.gov.
- Never recommends a plan.
- Word files to fill in and PDFs to print.
What is inside
- Your Medicare timeline. Fill in your 7-month window and when coverage starts.
- Parts A, B and D. What each part is and how to sign up with Social Security.
- Working past 65. Employer coverage, the 8-month Special Enrollment Period and HR questions.
- Penalties and deadlines. Part A, B and D penalties and every yearly window.
- Compare and NJ help. A neutral comparison sheet and NJ SHIP's free counseling line.
A look inside
The first pages, as you will get them
Get it
Turning 65 Medicare Checklist
Or pay with PayPal
Uses the email and terms box above. You get the same download link by email.
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not insurance or legal advice. It doesn't recommend any plan. Not affiliated with Medicare, Social Security or any insurer. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Turning 65 Medicare Checklist comes as a zip with five documents, each as an editable Word file and a printable PDF: Your Medicare Timeline, Parts A, B and D Basics, Working Past 65, Penalties and Deadlines, and Compare and NJ Help. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, including on a phone. To edit, open the Word files in Word, Google Docs or LibreOffice on a Mac or PC. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
General information, not insurance or legal advice.
Is it up to date?
It was checked against medicare.gov and ssa.gov. Future updates are not promised, so confirm dates and costs there.
Free sample
Try one page first
Get a real page or file from this product by email. We send one confirmation email, and no series follows.
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