Free Medicare Educational Resource • Printable Checklist
Start Organizing Your Medicare Questions Before Important Decisions Arrive
Use this printable checklist to gather the basic information you may want in front of you when reviewing Medicare questions, preparing for a conversation, or verifying information with an official source.
Medicare Readiness Checklist is a free educational resource accompanying Medicare: I Get It Now!.
Independent educational resource. Not affiliated with or endorsed by Medicare or any government agency.
Medicare Readiness Checklist
Current insurance checklist
Social Security status
Employment and employer coverage
Provider list
What’s Inside
Use one place to organize the information this resource covers.
The printable checklist includes space or reference material for the following topics:
Current insurance checklist
Social Security status
Employment and employer coverage
Provider list
Medication list
Preferred pharmacies
Household coverage considerations
Important documents
Questions to verify
Official-resource list
Keep in mind: This checklist helps you organize information. It does not determine eligibility, choose coverage, or provide a personalized plan recommendation.
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Continue Learning
Use this resource alongside other Medicare education.
Educational and non-affiliation notice: This resource and website provide general educational information. They are independently published and are not affiliated with or endorsed by Medicare, CMS, HHS, SSA, HealthCare.gov, the Marketplace, or any government agency. Medicare rules, costs, dates, programs, and guidance may change; verify current information through appropriate official sources.