Resources
Open Enrollment for Medicare Advantage (MA)/Medicare Prescription Drug Plans (PDP) starts
October 15th
Important forms
What to bring to your appointment
Medicare
- 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).
- Example Red, White & Blue Medicare card
- 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
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