Checklists

• Write down the seven-month window and the earliest Part B start
• Decide whether to sign up through Social Security online, by phone or in person
• List every prescription with dose and pharmacy before comparing drug coverage
• List the doctors and hospitals that matter, then verify each against the exact plan
• If choosing Original Medicare, note the six-month Medigap window
• Book a free HICAP counseling session before deciding

Checks are kept on this device only when you press Save on My Dates.

• Confirm with the benefits office whether the employer has 20 or more employees
• Get the yearly letter saying whether the drug coverage is creditable
• If contributing to an HSA, plan the month contributions stop
• Mark the estimated Part B window after employment or job coverage ends, whichever happens first
• Ask the employer to complete form CMS-L564 when the time comes

Checks are kept on this device only when you press Save on My Dates.

• Read the Annual Notice of Change when it arrives by September 30
• Check each prescription against next year's drug list
• Confirm the doctors that matter are still in network
• Note the new premium, deductible and yearly maximum
• Decide by December 7 — including deciding to change nothing

Checks are kept on this device only when you press Save on My Dates.

• Ask the person whether they want you involved, and how much
• Print the plan and bring it to the counseling appointment together
• If they want you to speak with Medicare for them, complete form CMS-10106
• Remember: the person with Medicare makes every decision

Checks are kept on this device only when you press Save on My Dates.