Medicare Visit Checklist
Prepare for your Medicare consultation with our comprehensive checklist. Having the right information ready helps us make the most of our time together.
What to Bring
Personal Information
- ✓Current Medicare card (if you have one)
- ✓Driver's license or ID
- ✓Social Security number
- ✓Date of birth
Health Information
- ✓List of current medications (with dosages)
- ✓Preferred pharmacy information
- ✓List of doctors and specialists
- ✓Preferred hospitals
Financial Information
- ✓Monthly income information
- ✓Current insurance premiums (if any)
- ✓Budget for monthly premiums
Questions to Consider
Coverage Preferences
- • Do you want to keep your current doctors?
- • Are you comfortable with network restrictions?
- • Do you travel frequently?
- • What additional benefits are important to you?
Budget Considerations
- • What's your monthly premium budget?
- • Are you comfortable with higher deductibles for lower premiums?
- • Do you prefer predictable costs or potential savings?
- • Are you eligible for financial assistance programs?
Health Needs
- • Do you have ongoing health conditions?
- • Do you take expensive medications?
- • Do you need frequent specialist care?
- • Are you planning any major procedures?
Download Your Checklist
PDF Checklist Includes:
- • Complete preparation checklist
- • Questions to ask during your appointment
- • Important contact information
- • Follow-up reminders
📋 Download PDF Checklist
Free download • No email required • Print-friendly format
Ready to Schedule?
Once you've prepared your information, schedule your free consultation to discuss your Medicare options.
What to Expect
1
Review Your Needs
We'll discuss your health needs, budget, and preferences
2
Compare Options
I'll show you available plans and explain the differences
3
Help You Choose
Together, we'll find the plan that fits your needs