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Retiree Benefits

Wake Forest students walk past a glorious display of fall color.Medicare and the Retiree Medical Plan

Your medical options depend on your Medicare eligibility. If you are under age 65 and retirement eligible, you will remain on the same plan as an active faculty/staff member. If you are 65 years and older, you are eligible for the Medicare Advantage plan through the university. All Medicare Advantage members must be enrolled in Medicare Part A and Part B in order to participate.

Medicare Eligibility

If you are under age 65 and enrolled in our health plans and ready to retire, you will receive active faculty and staff benefits at retiree costs. You are not eligible for Medicare at this time. If you are 65 or older and retiring from the university, you must be enrolled in Medicare Part A and Part B to be eligible for the Wake Forest retiree medical plan. If you turned 65 but are still working for the university, you can sign up for Medicare Part A but are not required to sign up for Medicare Part B if you are remaining on our medical plan as an active faculty/staff member.

Medicare Part A Hospitalization

You are required to enroll in Medicare Part A when you turn 65, regardless of whether or not you are working. Please contact the local Social Security office within 3 months of turning 65 to make an appointment or speak on the phone.

Medicare Part B Medical

Once retired and age 65 years or older, you are required to enroll in Medicare Part B in order to be eligible for our retiree medical plan. Please contact the local social security office to obtain the necessary forms. You must be enrolled in Medicare Part B to be eligible for the retiree medical plan if over age 65. The Wake Forest University Medicare plan you choose depends on where you live. Retirees within the Triad area and surrounding 22 counties will be on the United Health Care Medicare Advantage Plan. Retirees outside of these counties will choose an AARP plan through UnitedHealth Care. Premiums for the AARP plan will vary based on location. To find out more information about the AARP plans, call 800.545.1797.

Retiree premiums

If interested in viewing current retiree rates, please review our Retiree Enrollment Form .