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July 11, 2022

If you are within three months of turning age 65 or older and not ready to start your monthly Social Security benefits yet, you can use our online retirement application to sign up just for Medicare and wait to apply for your retirement or spouses benefits later. It takes less than 10 minutes, and there are no forms to sign and usually no documentation is required.

Checklist for Online Medicare, Retirement, & Spouses Applications

The information below will help you gather the informationprint: you may need to create a my Social Security account and complete the online Medicare, Retirement, and Spouse’s applications. We recommend you print this page to use while gathering your information.

Create a my Social Security Account

You are required to login to your existing my Social Security account, or attempt to create one. To create an account, we will ask you a series of identity questions for verification. You may want to have certain items on hand to be prepared for additional security questions, such as, but not limited to: mobile phone (for the purpose of receiving texts and emails), credit card, W-2, and tax forms.

File for Benefits Online - The Information You Need

Medicare Only

Retirement & Spouses

Date and Place of Birth

If you were born outside the United States or its territories:

  • Name of your birth country at the time of your birth (it may have a different name now)
  • Permanent Resident Card number (if you are not a U.S citizen)

Medicaid Number


Current Heath Insurance

  • Employment start and end dates for the current employer (of you or your spouse) who provides your health insurance coverage through a Group Health Plan 
  • Start and end dates for the Group Health Insurance provided by you (or your spouse’s) current employer

Marriage and Divorce

  • Name of current spouse 
  • Name of prior spouse (if the marriage lasted more than 10 years or ended in death)
  • Spouse(s) date of birth and SSN (optional)
  • Beginning and ending dates of marriage(s)
  • Place of marriage(s) (city, state or country, if married outside the U.S.)

Names and Dates of Birth of Children Who:

  • Became disabled prior to age 22, or
  • Are under age 18 and are unmarried, or
  • Are aged 18 to 19 and still attending secondary school full time

U.S. Military Service

  • Type of duty and branch
  • Service period dates

Employer Details for Current Year and Prior 2 Years (not self-employment)

  • View your Social Security Statement online at www.socialsecurity.gov/myaccount
  • Employer name
  • Employment start and end dates

Self-Employment Details for Current Year and Prior 2 Years

  • View your Social Security Statement online at www.socialsecurity.gov/myaccount 
  • Business type
  • Total net income

Direct Deposit - Domestic bank (USA)

  • Account type and number
  • Bank routing number

Direct Deposit - International bank (non-USA)

  • International Direct Deposit (IDD) bank country
  • Bank name, bank code, and currency
  • Account type and number, branch/transit number

Source:  Social Security Administration Publication No. 05-10509

Get Help

Compare Medicare coverage options with the help of one of our agents:

Talk to us: (833) 265-9655 

Medicare brokers such as Lehigh Partners get paid by the insurance companies they represent. And you pay exactly the same rate for your insurance if you use a Medicare consultant (broker). There is no extra fee or cost for enrolling through a broker. You will never pay a fee for our help.

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Call Lehigh Partners at 1-833-265-9655

Licensed insurance agents are available to help you through enrollment and beyond.

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Medicare Checklist

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