Enrollment Procedure

Q. How do I enroll in the Retirement Medical Benefits Account?

A. Enrollment happens automatically – you do not have to complete any forms upon retirement. The retirement fund of which you are a member notifies the State Budget Agency of your retirement. This is normally done when they have finished processing your retirement (note:  this is about the time you receive your first retirement check).

Q. When should I expect a Welcome Packet?

A. The Indiana State Budget Agency has 60 days after retirement to notify Key Benefit Administrators (KBA) of upcoming retirees. Once the retiree is loaded into the KBA system, a Welcome Packet is generated within 3 business days and mailed to the retiree’s home address.

Q. What is included in the Welcome Packet?


  • Congratulations Letter to Retiree
  • Frequently Asked Questions
  • Claim Form
  • Retiree Registration Form
  • Medicare Supplement Information