You deserve better service, real commitment, and genuine care.
Estimated Time: 15–20 Minutes
Purpose:
Use this checklist to prepare for Medicare before your 65th birthday. Completing these steps ahead of time can help you feel more organized, ask better questions, and make more confident Medicare decisions.
Step 1 – Learn the Basics
Before comparing plans, make sure you understand the Medicare foundation.
☐ I understand what Medicare is.
☐ I understand the four parts of Medicare (A, B, C, and D).
☐ I understand the difference between Original Medicare and Medicare Advantage.
☐ I understand what a Medicare Supplement plan is.
☐ I’ve completed Lesson 1 of the Help465 Medicare Academy.
Step 2 – Know Your Timeline
Medicare enrollment depends on your individual situation.
☐ I know when I turn 65.
Birthday:
☐ I know when my Initial Enrollment Period begins.
☐ I know when my Initial Enrollment Period ends.
☐ I understand whether I may qualify for another enrollment period if I’m still working.
Help465 Heads-Up ⚠️
Don’t wait until the last minute.
Learning early gives you time to understand your options before important enrollment deadlines arrive.
Step 3 – My Healthcare Providers
Write down the healthcare providers that are important to you.
Primary Care Physician
Specialists
Preferred Hospital
Questions about my providers
Step 4 – My Prescription Medications
List every prescription medication you currently take.
Medication
Dosage
How Often?
Preferred Pharmacy
Need additional space?
Attach another page if necessary.
Step 5 – My Healthcare Priorities
Which of the following are most important to you?
☐ Keeping my current doctors.
☐ Predictable healthcare costs.
☐ Lower monthly premiums.
☐ Prescription drug coverage.
☐ Dental benefits.
☐ Vision benefits.
☐ Hearing benefits.
☐ Nationwide provider flexibility.
☐ Traveling frequently.
☐ Other
Medicare Minute
No two people have the same Medicare priorities.
Understanding what’s important to you makes comparing plans much easier.
Step 6 – My Questions
Write down every Medicare question you have.
Remember…
No question is too small.
Step 7 – Before I Enroll
Before making a Medicare decision, I have:
☐ Compared my Medicare options.
☐ Reviewed my doctors.
☐ Reviewed my medications.
☐ Compared my expected healthcare costs.
☐ Asked questions I didn’t understand.
☐ Reviewed my enrollment timeline.
☐ Feel confident about my decision.
Name
65th Birthday
Currently Working?
☐ Yes
☐ No
Current Health Insurance
Expected Retirement Date
Current Primary Care Physician
Current Pharmacy
Congratulations!
If you’ve completed this checklist, you’ve already done something many people never do…you’ve taken time to prepare before making important Medicare decisions.
That’s exactly what this checklist was designed to help you accomplish.
Remember:
Education comes before enrollment.
Preparation builds confidence.
Confidence leads to better decisions.
If you’d like personalized guidance based on your doctors, medications, healthcare priorities, and Medicare timeline, Help465 is here to help.
No pressure.
No confusing jargon.
Just honest guidance, trusted advice, and genuine care.
Estimated Time: 10–15 Minutes
Purpose:
A productive Medicare appointment begins before you ever sit down with an agent. Use this worksheet to organize your information, identify your priorities, and prepare thoughtful questions so you can make informed decisions with confidence.
Step 1 — My Appointment Information
Appointment Date
Appointment Time
Meeting Location / Phone / Video
Advisor or Agency
Step 2 — My Current Coverage
Current Health Insurance
Current Prescription Drug Coverage
Currently Receiving Social Security?
☐ Yes
☐ No
Currently Working?
☐ Yes
☐ No
Expected Retirement Date
Help465 Heads-Up ⚠️
Bringing accurate information to your appointment helps ensure the recommendations you receive are based on your actual situation—not assumptions.
Step 3 — What I Need to Bring
Before leaving for my appointment, I have:
☐ My Medicare card (if applicable)
☐ My driver’s license or photo ID
☐ A list of my current medications
☐ A list of my doctors and specialists
☐ My preferred pharmacy
☐ Information about my current health insurance
☐ Any Medicare-related letters I’ve received
☐ A notebook or something to take notes
Step 4 — My Healthcare Priorities
What’s most important to me?
Check all that apply.
☐ Keeping my current doctors
☐ Lower monthly premiums
☐ More predictable healthcare costs
☐ Prescription drug coverage
☐ Dental benefits
☐ Vision benefits
☐ Hearing benefits
☐ Nationwide provider access
☐ Traveling frequently
☐ Other
Medicare Minute
The best Medicare appointment isn’t the one where you hear the most information.
It’s the one where you leave understanding your options.
Step 5 — Questions I Want Answered
Write down every question you’d like to ask.
Step 6 — Questions to Consider Asking
If you’re not sure where to begin, here are a few helpful questions.
☐ Will my doctors participate?
☐ Are my medications covered?
☐ What are my estimated healthcare costs?
☐ What happens if my healthcare needs change?
☐ What happens if I travel?
☐ Does this plan include prescription drug coverage?
☐ What extra benefits are included?
☐ How often should I review my coverage?
Step 7 — After My Appointment
After meeting with my Medicare advisor, I understand:
☐ My Medicare options
☐ My enrollment timeline
☐ My estimated healthcare costs
☐ My provider options
☐ My prescription drug coverage
☐ Any next steps I should take
☐ The questions I still need answered
My Notes
Reflection
Take a moment to think about your appointment.
Did you feel listened to?
Did you understand the explanations?
Were your questions answered clearly?
Did you leave feeling more confident than when you arrived?
If not, don’t hesitate to continue asking questions until you feel comfortable with your decision.
Final Reminder
A Medicare appointment shouldn’t feel rushed.
It shouldn’t feel confusing.
And it should never leave you feeling pressured.
The right conversation is one that helps you understand your options and make decisions that fit your own healthcare needs and goals.
That’s the standard every Medicare conversation should strive to meet.
Whether you’re meeting with Help465 or another Medicare professional, we hope this worksheet helps you prepare for a productive conversation.
Because better preparation leads to better questions.
Better questions lead to better decisions.
Estimated Time: 15–20 Minutes
Purpose:
Keeping an accurate list of your medications is one of the most important steps in preparing for Medicare. This worksheet helps you organize your prescriptions, pharmacies, and medication-related questions before comparing Medicare coverage or meeting with a Medicare advisor.
Step 1 — My Preferred Pharmacy
Primary Pharmacy
Address
Phone Number
Do I use Mail-Order Pharmacy?
☐ Yes
☐ No
If yes, which one?
Help465 Heads-Up ⚠️
Always bring an up-to-date medication list when reviewing Medicare plans.
Prescription drug coverage can vary from plan to plan, and having an accurate list helps ensure you’re comparing options based on your actual needs.
Step 2 — My Current Medications
Medication | Why I Take It | Dosage | How Often? |
|---|---|---|---|
__________________ | __________________ | __________ | __________ |
__________________ | __________________ | __________ | __________ |
__________________ | __________________ | __________ | __________ |
__________________ | __________________ | __________ | __________ |
__________________ | __________________ | __________ | __________ |
__________________ | __________________ | __________ | __________ |
__________________ | __________________ | __________ | __________ |
__________________ | __________________ | __________ | __________ |
Need more space?
Attach another page if necessary.
Medicare Minute
Even one medication can make a difference when comparing Medicare prescription drug coverage.
An accurate medication list helps you make more informed decisions.
Step 3 — My Medication Changes
Have any of your medications changed during the past year?
☐ Yes
☐ No
If yes, describe the changes.
Step 4 — Medications I No Longer Take
Medication
Reason It Changed
Medication
Reason It Changed
Step 5 — Questions About My Prescriptions
Use this space to write down anything you’d like to ask your doctor, pharmacist, or Medicare advisor.
Step 6 — Medication Review Checklist
Before comparing Medicare plans:
☐ My medication list is current.
☐ I know the dosage for each medication.
☐ I know how often I take each medication.
☐ I know my preferred pharmacy.
☐ I’ve written down any medication questions I have.
☐ I’m prepared to review prescription drug coverage.
My Medication Snapshot
How many prescription medications do I currently take?
Do I take any specialty medications?
☐ Yes
☐ No
Do I regularly use over-the-counter medications?
☐ Yes
☐ No
Do I receive medication assistance from any program?
☐ Yes
☐ No
If yes:
Reflection
Think about your medication list.
Is it current?
Would someone else be able to understand it if they needed to?
Keeping an organized medication list isn’t only helpful when comparing Medicare plans…it can also be valuable during doctor visits, emergencies, or pharmacy consultations.
Final Reminder
Medication needs change over time.
Review this worksheet regularly and update it whenever your prescriptions change.
An accurate medication list helps support better conversations, better planning, and more informed Medicare decisions.
Need Help?
Your medications are an important part of choosing Medicare coverage.
When reviewing your options, Help465 can help you compare plans based on your actual prescription needs…not just general information.
Because every Medicare decision should be built around your healthcare…not someone else’s.
Estimated Time: 15–20 Minutes
Purpose:
Your healthcare providers are one of the most important factors to consider when comparing Medicare coverage. This worksheet helps you organize your doctors, specialists, hospitals, and healthcare priorities before reviewing your Medicare options.
Step 1 — My Primary Care Physician
Primary Care Physician
Practice Name
Phone Number
Address
How long have I been seeing this provider?
Medicare Minute
For many people, keeping trusted healthcare providers is just as important as comparing monthly premiums.
Step 2 — My Specialists
Specialty | Doctor’s Name | How Often Do I Visit? |
|---|---|---|
__________________ | __________________ | __________________ |
__________________ | __________________ | __________________ |
__________________ | __________________ | __________________ |
__________________ | __________________ | __________________ |
__________________ | __________________ | __________________ |
__________________ | __________________ | __________________ |
Need more space?
Attach another page if necessary.
Step 3 — My Preferred Hospitals
Hospital
Hospital
Urgent Care Center
Other Healthcare Facility
Help465 Heads-Up ⚠️
Before enrolling in a Medicare plan, always verify that your preferred doctors, specialists, hospitals, and other healthcare providers participate with the plan you’re considering.
Provider participation can change over time, so it’s important to confirm current information before making a decision.
Step 4 — My Healthcare Priorities
What’s most important to me?
Check all that apply.
☐ Keeping my current primary care physician.
☐ Keeping my specialists.
☐ Access to a preferred hospital.
☐ Nationwide provider flexibility.
☐ Coordinated care.
☐ Access to specialists.
☐ Convenience of nearby providers.
☐ Other
Step 5 — Providers I Would Like to Keep
If changing doctors would be difficult, list them here.
Step 6 — Questions About My Providers
Write down any questions you’d like answered.
Step 7 — Provider Review Checklist
Before comparing Medicare plans:
☐ My provider list is current.
☐ I know which providers are most important to me.
☐ I’ve listed my preferred hospitals.
☐ I’ve written down my provider questions.
☐ I’m prepared to verify provider participation before enrolling.
My Healthcare Snapshot
How many doctors do I regularly see?
How many specialists?
Do I regularly travel outside my local area?
☐ Yes
☐ No
If yes, where?
Is keeping my current providers one of my highest priorities?
☐ Yes
☐ No
Reflection
Think about your healthcare needs.
Would changing doctors be easy…or difficult?
Which providers know your medical history best?
Understanding your priorities now can help you compare Medicare options more thoughtfully later.
Final Reminder
Your healthcare team may change over time.
Review this worksheet regularly and update it whenever you begin seeing a new provider, stop seeing a provider, or move to a new area.
An accurate provider list helps support better planning and more informed Medicare decisions.
Keep This Worksheet
Healthcare needs evolve over time.
Review and update this worksheet regularly…especially before your Annual Medicare Review, after changing providers, or whenever your healthcare needs change.
Keeping your information current makes future Medicare decisions easier and helps ensure you’re prepared for important healthcare conversations.
Estimated Time: 15–20 Minutes
Purpose:
Your healthcare needs, prescription medications, and Medicare plan can change over time. Use this worksheet each year to review your current coverage, identify any changes, and prepare for your annual Medicare review.
Why Review Every Year?
Even if you’re happy with your current Medicare coverage, reviewing it annually is a smart habit.
A review doesn’t automatically mean you should change plans.
It simply helps ensure your current coverage still fits your healthcare needs.
Medicare Minute
Reviewing your Medicare plan each year isn’t about finding something wrong.
It’s about making sure it’s still the right fit.
Step 1 — My Current Medicare Coverage
Current Medicare Plan
Plan Year
Current Prescription Drug Plan (if applicable)
Review Date
Step 2 — What’s Changed Since Last Year?
Check all that apply.
☐ I started seeing a new doctor.
☐ I stopped seeing a doctor.
☐ My primary care physician changed.
☐ My specialists changed.
☐ My medications changed.
☐ I moved.
☐ My health changed.
☐ My financial situation changed.
☐ Nothing significant has changed.
☐ Other
Help465 Heads-Up ⚠️
Even small changes…such as adding a new medication or changing pharmacies…can affect how well your Medicare coverage fits your needs.
Step 3 — My Healthcare This Year
Approximately how many times did I visit:
Primary Care Physician
Specialists
Urgent Care
Emergency Room
Hospital
Step 4 — My Prescription Review
☐ My medication list is current.
☐ I started new medications.
☐ I stopped taking medications.
☐ My preferred pharmacy changed.
☐ I experienced prescription cost concerns.
Notes
Step 5 — My Satisfaction Review
How satisfied am I with my current Medicare coverage?
Doctors
☐ Excellent
☐ Good
☐ Fair
☐ Poor
Prescription Coverage
☐ Excellent
☐ Good
☐ Fair
☐ Poor
Healthcare Costs
☐ Excellent
☐ Good
☐ Fair
☐ Poor
Customer Service
☐ Excellent
☐ Good
☐ Fair
☐ Poor
Overall Satisfaction
☐ Excellent
☐ Good
☐ Fair
☐ Poor
🎯 Real-Life Scenario
Elaine completed this review before her annual Medicare appointment.
She realized that although she liked her current plan, she had started taking two new prescription medications earlier in the year.
That simple observation gave her an important topic to discuss during her review.
Lesson: Sometimes the biggest benefit of an annual review isn’t changing plans…it’s confirming that your current coverage still meets your needs.
Step 6 — Questions for My Annual Review
Write down any questions you’d like to discuss.
Step 7 — Before My Annual Review
☐ My doctor list is current.
☐ My medication list is current.
☐ I’ve reviewed my healthcare priorities.
☐ I’ve written down my questions.
☐ I’m ready for my Medicare review.
Think about your healthcare over the past year.
What changed?
What stayed the same?
Did your Medicare coverage continue to meet your expectations?
If you could improve one thing about your healthcare experience, what would it be?
Sometimes the best outcome of an annual review isn’t making a change.
It’s gaining confidence that your current coverage is still serving you well.
Final Reminder
Healthcare isn’t static.
Your Medicare coverage shouldn’t be either.
Taking a few minutes each year to review your healthcare needs can help you stay informed, identify potential concerns early, and prepare for meaningful conversations about your coverage.
Complete a new copy of this worksheet every year.
Comparing one year’s worksheet to the next can help you recognize changes in your health, medications, providers, and priorities over time.
It’s a simple habit that can make future Medicare decisions easier and more informed.
Estimated Time: 15–20 Minutes
Purpose:
Helping a parent, spouse, family member, or friend navigate Medicare can feel overwhelming. This worksheet is designed to help you organize important information, prepare meaningful questions, and support someone you care about with confidence and compassion.
A Note Before You Begin
You don’t have to know everything about Medicare to be helpful.
Sometimes the greatest gift you can give someone is your time, your patience, and your willingness to learn alongside them.
This worksheet is here to help you do exactly that.
Medicare Minute
Supporting someone through Medicare isn’t about making decisions for them.
It’s about helping them understand their options so they can make informed decisions with confidence.
Step 1 — About the Person I’m Helping
Name
Relationship to Me
☐ Parent
☐ Spouse
☐ Grandparent
☐ Family Member
☐ Friend
☐ Other
65th Birthday (if applicable)
Currently Working?
☐ Yes
☐ No
Current Health Insurance
Step 2 — Their Healthcare Team
Primary Care Physician
Specialists
Preferred Hospital
Preferred Pharmacy
Help465 Heads-Up ⚠️
If possible, encourage your loved one to be involved in Medicare discussions and decisions. Their healthcare goals, preferences, and priorities should remain at the center of every conversation.
Step 3 — Their Healthcare Priorities
What matters most to them?
☐ Keeping current doctors.
☐ Lower monthly premiums.
☐ Predictable healthcare costs.
☐ Prescription drug coverage.
☐ Dental benefits.
☐ Vision benefits.
☐ Hearing benefits.
☐ Nationwide provider flexibility.
☐ Traveling frequently.
☐ Other
Step 4 — Questions We Want Answered
Write down the questions you’d like to discuss together.
Real-Life Scenario
Michael helped his father prepare for Medicare.
Instead of trying to make every decision himself, he sat down with his dad and completed a planning worksheet together.
They talked about doctors, medications, healthcare priorities, and the questions they wanted answered before meeting with a Medicare professional.
Their appointment became a conversation…not a rushed decision.
Lesson: Preparing together often leads to greater confidence and better communication.
Step 5 — Supporting the Conversation
Before meeting with a Medicare professional:
☐ We’ve updated the medication list.
☐ We’ve updated the doctor list.
☐ We’ve discussed healthcare priorities.
☐ We’ve written down our questions.
☐ We’ve reviewed important Medicare dates.
☐ We’ve gathered important documents.
Reflection
Helping someone with Medicare can feel like a big responsibility.
Remember…
You don’t have to know every answer.
Listening carefully.
Asking thoughtful questions.
Taking good notes.
Encouraging informed decisions.
Those are some of the most valuable ways you can help.
Final Reminder
Medicare is personal.
Every individual’s healthcare needs, financial situation, doctors, medications, and priorities are different.
Helping someone understand their options is often more valuable than trying to make the decision for them.
Keep This Worksheet
Save this worksheet and update it whenever your loved one’s healthcare needs, medications, doctors, or circumstances change.
Having organized information available can make future Medicare conversations easier, more productive, and less stressful.
Thank You
Helping someone navigate Medicare is an act of care.
Whether you’re supporting a parent, spouse, family member, or friend, your willingness to learn alongside them can make a meaningful difference.
Thank you for taking the time to help someone you love approach Medicare with greater understanding and confidence.
Because every informed decision begins with someone who cares enough to ask questions.