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FinanceChauffeur

Medicare without the headacheLesson 2 of 47 min readBy Finance ChauffeurLast reviewed

When to enroll — and the penalties that never go away

Your 7-month enrollment window, the 8-month exception if you are still working, and the Part B and Part D penalties you pay for life if you miss both.

You are within a year or two of 65, or you are past it and still working. The most expensive Medicare mistakes are not about picking the wrong plan — they are about missing a deadline, and the penalty for missing it is added to your premium for the rest of your life.

The Initial Enrollment Period: 7 months

Medicare eligibility arrives at 65, and your main on-ramp is the Initial Enrollment Period: seven months built around your 65th birthday month.

When you sign upWhen coverage starts
The 3 months before your birthday monthThe first day of your birthday month
Your birthday monthThe first day of the next month
The 3 months after your birthday monthThe first day of the month after you sign up

Sign up in the three months before your birthday month and coverage starts at 65 with no gap. Part A is premium-free if you (or a spouse) paid Medicare tax for 10 years, so the deadlines that bite are about Part B (doctors and outpatient care, $202.90 a month in 2026) and Part D (drugs) — the costs lesson has the full price list.

The Special Enrollment Period: still working at 65

If you are covered by a group plan from your or your spouse's current job, and the employer has 20 or more employees, you can delay Part B without penalty. When the job or the coverage ends, you get an 8-month Special Enrollment Period to sign up, and coverage starts the first day of the month after you apply. You apply through ssa.gov or a Social Security office and supply proof of the employer coverage and its dates. Sign up for Part B before the job ends and there is no gap at all.

Your situation at 65Your path
No coverage from a current jobEnroll in the 7-month Initial Enrollment Period
Still working, employer plan, 20+ employeesDelay Part B; enroll during the 8-month Special Enrollment Period when the coverage ends
Employer has fewer than 20 employeesEnroll at 65 — Medicare pays first and the small-employer plan pays second
Missed both windowsThe General Enrollment Period, January 1 to March 31 each year, with coverage starting the month after you sign up — and the penalty below

Which coverage lets you delay — and which does not

Coverage at 65Penalty-free delay?
Your own or your spouse's current employer plan (20+ employees)Yes
COBRA continuation coverageNo
Retiree health coverage from a former employerNo
A Marketplace (ACA) planNo
No coverageNo — and you have a gap as well as a penalty

Only coverage from current, active employment opens a Special Enrollment Period. COBRA is the trap: it feels like employer coverage, and it is not. Medicare also counts the 8-month window from the day the job ends, not the day COBRA ends.

The penalties that never go away

The late-enrollment penalties for Part B and Part D are not one-time fees. They are surcharges added to your monthly premium for as long as you have that coverage — for life — and they grow with every month of delay.

PenaltyHow it is calculatedHow long you pay it
Part B10% of the standard premium for each full 12-month period you could have had Part B and did notFor as long as you have Part B
Part D1% of the national base beneficiary premium ($38.99 for 2026) for each month you had no creditable drug coverage, rounded to the nearest $0.10For as long as you have Medicare drug coverage

The Part D penalty starts after 63 days in a row without Part D or other creditable coverage (a plan at least as good as Medicare's — your employer plan sends a notice each year saying whether it counts). Because the Part D penalty is recomputed each year on that year's base premium, it rises with inflation too.

With the deadlines settled, the next lesson turns to the structural choice: Original Medicare with a supplement, or Medicare Advantage.

Check your understanding

0 of 4 answered

Pick an answer to check it — you’ll see right away whether you got it, plus a quick explanation.

1.Your 65th birthday is in June. When does your Initial Enrollment Period run?
2.Which coverage at 65 lets you delay Part B without a penalty?
3.Carmen went 18 months without Part B and had no Special Enrollment Period. What is her Part B penalty?
4.If you miss both enrollment windows, when can you sign up for Part B?

Answer all 4 questions to see your score.

Where this comes from

The figures in this lesson are drawn from these official pages. Check them for the current year's numbers — they change, and the page is always more up to date than any summary of it.

Keep the momentum — these connect to what you just read.