Key Dates Checklists
This transition will be an easy one if you review the steps below and gather the requested information prior to your consultation. Doing so ensures you will be accurately and efficiently enrolled in the plan that best fits your needs and budget.
For Medicare Retirees
STEP 1: Upon Receipt
- Review the enrollment guide you received by mail. If you have misplaced it, contact us to have a new one mailed to you.
- Because you are 65 or older and Medicare eligible, be sure you have enrolled in coverage for Medicare Parts A and B. You must have already enrolled in both in order to enroll in healthcare coverage with Mercer Marketplace 365+ Retiree. Contact the Social Security Administration at www.ssa.gov or by calling 1-800-772-1213 (TTY 1-800-325-0778) if you have not yet enrolled in Medicare Part B.
STEP 2: SCHEDULE YOUR CONSULTATION
Consult with a licensed benefits counselor:
- Schedule online any time by using the online scheduling tool found on the home page of this site. Select "Schedule a Consultation" and follow the instructions.
- You can also call Mercer Marketplace 365+ Retiree Monday through Friday from 8:00 am to 5:30 pm EST to schedule a one-on-one consultation with a benefits counselor.
- Whichever way you choose to schedule a consultation, it is important to do so NOW to select your date and time. Don’t wait until the end of your enrollment period approaches before making this appointment; doing so may leave you with a short amount of time in which to make a decision. If you have signed up for text messages or email updates, you will receive a text/email confirmation once you have scheduled your consultation. Please schedule this important consultation now.
STEP 3: LEARN MORE ABOUT THE TRANSITION
View an online educational webinar.
View an online educational webinar to learn more about the changes and insurance choices.
STEP 4: PREPARE NOW
Preparing for your consultation
Start by keeping track of your individual healthcare coverage needs. Providing correct and complete information will help your benefits counselor analyze your health plan coverage specifics:
- Click here to download the Healthcare Provider & Prescription Drug information form.
- Think about plan features that are important to you.
- Prepare any questions you may have for your benefits counselor.
- Have your Medicare insurance card handy, but do not mail or fax this information.
- Gather any documentation that pertains to a Power of Attorney, if applicable to you.
- If you have signed up for text messages or email updates, you will receive a text/email 24 hours before your consultation with a reminder of the steps listed above.
STEP 5: NOW THROUGH MARCH 15, 2021
Explore your new plan options when you consult with your benefits counselor
Please take this opportunity to utilize your benefits counselor and his or her health insurance expertise. He or she will present you with all of your options so you can feel confident about the decision you are making.
STEP 6: NO LATER THAN MARCH 31, 2021
Enroll in your new plan with your benefits counselor
When you are ready to enroll in your new plan(s), you will:
- Have your benefits counselor complete your enrollment over the phone; online self-enrollment is available only with certain carriers.
- Provide information to set up payment for your premium.
- Be sent any forms that are required; please review, sign, date, and return promptly.
STEP 7: APRIL 1, 2021
If you have enrolled on or before March 31, 2021, coverage in your new plan(s) will be effective on April 1, 2021.
STEP 8: AFTER ENROLLING IN YOUR NEW PLAN(S)
After your effective date, you:
- May be contacted by your new insurance carrier in order to verify your enrollment; please do not ignore this request, as doing so could delay or nullify your coverage.
- Will receive your new insurance cards by mail from your insurance carrier(s) after your enrollment has been processed; please review them for accuracy.
- Will receive a confirmation of enrollment with helpful next steps and FAQs if you have signed up for text message/email updates.
STEP 9: AFTER ENROLLING IN YOUR NEW PLAN(S)
Set up your HRA
Utilizing your HRA is a simple process, but you must take action by:
- First, paying for your premium or out-of-pocket healthcare expenses to your insurance carrier or provider.
- Then, submitting a claim for reimbursement from your HRA.
Your Reimbursement Instructional Guide provides greater detail about the entire process you should follow to submit your claims and receive reimbursement for eligible expenses.
Please retain Enrollment and Reimbursement Instructional Guides as they will serve as an ongoing reference for your health insurance transition.