FREE Medicare Checklist - Donaldson Insurance

The Essential Medicare Enrollment Checklist

Don't miss important deadlines or steps in your Medicare journey

Navigating Medicare enrollment can be overwhelming with its various deadlines, requirements, and options. Our FREE Medicare Checklist provides a clear roadmap to guide you through the process step by step.

Developed by our Medicare specialists with decades of experience, this comprehensive checklist ensures you won't miss any critical steps or deadlines in your Medicare journey.

Timeline-based format organized by months before Medicare eligibility

Important deadlines clearly highlighted to avoid penalties

Document checklist of what you'll need for enrollment

Decision worksheets to help compare plan options

Available in print or digital format

Request Your Free Copy

What's Inside the Checklist

A preview of the comprehensive Medicare enrollment steps included in our checklist

6 months before

Research & Preparation

Verify your Medicare eligibility
Understand the different parts of Medicare (A, B, C, D)
Create a list of your current doctors and medications
Request our free Medicare Book for comprehensive information
Schedule a consultation with a Medicare specialist

3 months before

Plan Comparison & Selection

Compare Original Medicare vs. Medicare Advantage
Evaluate if you need a Medicare Supplement (Medigap) plan
Research Part D prescription drug plans
Check if your doctors are in-network for Medicare Advantage plans
Determine if you qualify for Medicare Savings Programs

1 month before

Enrollment Preparation

Gather required documents for enrollment
Mark your Initial Enrollment Period dates on your calendar
Notify your current health insurance provider
If still working, discuss with your employer's benefits administrator
Make final decisions on your Medicare coverage options

At eligibility

Enrollment Actions

Enroll in Medicare Part A and Part B
Apply for Medicare Supplement if chosen
Enroll in Medicare Advantage plan if chosen
Enroll in Part D prescription drug plan if needed
Set up online Medicare account at Medicare.gov

After enrollment

Post-Enrollment Steps

Verify receipt of Medicare card and plan materials
Schedule Welcome to Medicare preventive visit
Set up payment methods for premiums
Learn how to use your benefits effectively
Mark Annual Enrollment Period dates for future changes

The full checklist includes detailed steps, worksheets, and resource links for each stage.

Get Your Free Checklist Now

Get Your FREE Medicare Checklist

Complete the form below to receive your copy

First Name

Last Name

Email Address

Phone Number

ZIP Code

Preferred Format

Mailing Address (for print copies)

When will you be eligible for Medicare?

I would like to receive Medicare updates and information via email

By submitting this form, you agree to our Privacy Policy. We respect your privacy and will never sell or share your information with third parties.