FREE Medicare Checklist

Your step-by-step guide to navigating Medicare enrollment with confidence.

Medicare Checklist Preview

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

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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.

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