Video Summary
Learn how to effectively guide your clients through the essential steps of setting up their my Social Security account and applying for Medicare Part A and B. This training will cover how to:
- Assist clients with setting up their my Social Security account safely and securely at ssa.gov.
- Navigate identity verification, including troubleshooting issues with credit verification and setting up two-factor authentication.
- Determine the right time to apply for Medicare, based on age, work history, or loss of employer coverage.
- Walk clients through the online Medicare application process, including what documents may be needed.
- Understand key timelines: Initial Enrollment Period, Special Enrollment Period, and Late Enrollment Penalties.
- Offer best practices for addressing common client questions and concerns.
Timestamps
(0:00) What is Medicare?
About the Medicare program, eligibility
(3:19) Medicare Part A & B
Part A coverage, Part B coverage, when to apply
(11:49) my Social Security Account
Signing in, creating an account, login.gov, id.me
(20:34) Signing up for Medicare
Two options, applying for benefits, completing the application
(36:13) Q&A
Agent ask questions
