Medicare checklists
We built these pages for you. Use them at your kitchen table, check off what applies, then call us when you want a real person to walk through choices in your area. Nothing here replaces a letter from Medicare, Medicaid, or your plan. It is here to help you feel ready.
Not sure where to start?
Our plan finder asks a few plain-language questions. It points you toward the kind of coverage people often explore next. It does not pick a plan name for you. A licensed agent still does the real comparison for your ZIP code.
Try the plan finderWhen can I enroll?
See the big enrollment windows each year, plus a calendar you can personalize with your birthday.
View checklist →New to Medicare
A short list of what to have ready before you talk with someone about your options.
View checklist →Yearly plan review
Get organized before fall so you are not rushed when plan materials arrive in the mail.
View checklist →Medicare and Medicaid together
If you have both, or think you might qualify, here is what to gather for a clear conversation.
View checklist →We do not offer every plan available in your area. Currently we represent 10 organizations which offer Medicare Advantage HMO, PPO, PFFS, and PDP plans in your area. Please contact Medicare.gov, 1-800-MEDICARE (TTY: 1-877-486-2048), or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options.