Checklist

 

As you explore and compare plans, for yourself or your loved one, it's a good idea to gather the following information to help make it easier to evaluate your choices, compare coverage and enroll in a plan that meets your needs:

  • Birth date
  • Permanent residence address
  • Phone number
  • Emergency contact information
  • Email address
  • Medicare claim number (you can find this on the red, white and blue Medicare card) and Medicare effective date
  • Name of other insurance plans and policy numbers (member ID number, group number)
  • If a resident of a long-term care facility:
    • Name of institution
    • Address & phone number
  • Contact information for current health care professionals:
    • Names and addresses for doctors, hospitals, specialists and pharmacy
  • List of current prescription drugs and dosages
  • Current health conditions and treatments
  • If you want to set up plan premium payment options (such as electronic funds transfer from a bank account), be sure to have the following available:
    • Account holder name
    • Bank routing number
    • Bank account number
    • Account type
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