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Managing Your Medicare Information

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This job aid outlines the activities for an Employee or Retiree to add or change Medicare information for self or a Dependent in Workday.

Prerequisites

To update your status in Workday, you will need your Medicare card or the Medicare card(s) of any Dependent(s) with coverage under your benefits package in Workday

Important Information

  • Your Medicare Number, also known as an MBI (Medicare Beneficiary Identifier), is an eleven digit number that has been assigned to you by Medicare. It does not contain your Social Security Number. Each dependent will have a unique MBI number.  If you or your Dependent(s) have not received an MBI, contact 1‑800‑MEDICARE (1-800-633-4227) before updating Workday
  • Do not update Medicare information for your Dependents unless they qualify for Medicare
  • If you are entering Medicare data for an event that occurred more than 90 days ago, contact your Human Resources Office before updating Workday

Getting Started

Navigate to the Medicare Information Page

  1. Select the Benefits worklet from your Workday Home page.
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  2. Select the Medicare Information button under the Change column.
    change menu with medicare information link emphasized

The Manage My Medicare Information window displays.

  1. Select the Name of the record to be updated.
    manage my medicare information screen with pointer to select name of person to update
  2. Select OK.

Manage Medicare Information

  1. Under the Medicare Details section, enter the Event Date and Reporting Reason
    • Event Date. Enter today’s date. If you need to enter a Medicare event date that is in the past, contact your Human Resources Office.
    • Reporting Reason. Select Add if you recently became eligible or Update to change existing information.
      medicate details section showing event date and selection to either add or update your information
  1. Select the Medicare Number (MBI) button and enter the number on the Medicare card.
    section to enter your medicare number (MBI)

IMPORTANT: Do not select the Medicare Claim Number (HICN) button.  HICNs are no longer used by the Federal Government.

  1. For the Medicare Reason, select one:
    • Aged (65+). Individual has reached the age of 65 or older
    • Disabled. Individual has been identified by the SSA as disabled
    • ESRD. Individual has End Stage Renal Disease
      screen to select reason for enrolling on medicare
  1. Complete Parts A & B (and ESRD, if needed). In most cases the effective date is the first day of your birthday month or the date shown on the Medicare card.
    • Part A – Hospital. Coverage for hospitalization at no additional premium cost
    • Part B – Medical. Coverage for physician and outpatient
    • End Stage Renal Disease. Coverage for dialysis and kidney transplant services
      section to elect your medicare coverages

IMPORTANT: Leave Part D blank as Medicare prescription enrollment is handled separately by your HR office.

attachment section with caution symbol to avoid loading documentation to this area

IMPORTANT: Do not attach or upload files on this screen. Medical documentation and other sensitive information are kept separate from your Workday profile.

  1. Enter Comments, as needed.
  2. Select Submit.
  3. Select X to close the Manage My Medicare Information pop-up window.
    confirmation pop-up message with pointer to close window

Up Next

Your Human Resources Office may contact you to provide proof of your Medicare change or assist you with a change to your benefits if needed.

This completes the Managing Your Medicare Information process.