Open Enrollment for Medicare Advantage (MA)/Medicare Prescription Drug Plans (PDP) starts

October 15th

Important forms

What to bring to your appointment


  • Red, White & Blue Medicare card. If you do not have this please contact your local Social Security Office
    • Example Red, White & Blue Medicare card
    • If you do not have your Medicare Card yet, log into your secure my Social Security account to check and/or update your address
      • If you are collecting your social security, you will have automatically been enrolled in Medicare Parts A&B. (We will choose your plans together.)
      • If you are NOT collecting your social security, you will need to apply for Medicare ONLY. On the Top Info Bar click on Medicare/Sign up for Medicare.
        • If you are struggling and need assistance, we can do that at an appointment. (The ability to access your email and a mobile phone will be necessary).
  • Your mobile phone
  • A way to access your email
  • Your Medication Tracking Sheet
    • Click here to fill it out electronically
    • Download it here to print and fill it out
      • Include all of your prescription medications / mg / how often you take them
      • Include your Providers & Pharmacies you want to still have access to.

Individual Health Insurance

  • Social Security numbers and birth dates for all family members
  • Financial information to project future income (taxes, paystubs, self-employment, etc)
  • PII-Personally identifiable Information form signed (see link above)
  • Your mobile phone
  • A way to access your email

Travel Insurance

  • Dates and location of travel
  • Cost of trip
  • Airline or cruise ship information
  • Comparison quote
  • Your mobile phone
  • A way to access your email

Final Expense Trust

  • Financial information for insured
  • Your mobile phone
  • A way to access your email

Information about open enrollment

Initial Enrollment Period:

7 month window to enroll in medicare when you are turning 65. This includes the month you turn 65 as well as the 3 months before and after you turn 65.

Medicare Advantage(MA)/Medicare Prescription Drug Plans (PDP):

Open Enrollment
BEGINS October 15, 2023
ENDS December 7, 2023

Affordable Care Act (ACA) Plans:

Open Enrollment
BEGINS November 1, 2023
ENDS January 15, 2024