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Medicare Guides & Downloads

Checklists and worksheets you can use before a Medicare review.

Before your appointment

Have available if appropriate: your Medicare card, current insurance card, a list of doctors and hospitals you want to keep, and recent plan mail. You do not need to upload medical records to this website.

Priority worksheet

Rank up to three: keeping doctors, prescription costs, extra benefits, travel, lower premium, or predictable medical bills. Bring that ranking to your review.

Important: We are not affiliated with or endorsed by the U.S. Government or the federal Medicare program. This page is general education. Availability, eligibility, costs, and benefits can vary by plan and area.
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