Free Medicare Educational Resource • Printable Organizer

Keep Important Medicare Information Organized for a Parent, Spouse, or Loved One

Use this organizer to keep important coverage, provider, prescription, contact, notice, and follow-up information easier to locate when helping someone you care for.

Medicare Caregiver Information Organizer 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 Caregiver Information Organizer
Beneficiary contact information
Coverage information
Providers
Prescriptions
What’s Inside

Use one place to organize the information this resource covers.

The printable organizer includes space or reference material for the following topics:

Beneficiary contact information
Coverage information
Providers
Prescriptions
Pharmacies
Emergency contacts
Authorized representatives
Important notices
Appointment history
Questions and follow-up
Document-location checklist
Keep in mind: Do not email completed copies of this organizer if they contain sensitive personal information. Keep completed copies stored securely.
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Do not provide Medicare numbers, Social Security numbers, health information, banking information, credit-card information, or other sensitive personal information through this resource-request form.
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.