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Medicare Post-Enrollment Checklist

  1. Did you change your prescription plan or Medicare Advantage plan?
    • If so, you should receive a new ID card in the mail from your new plan
    • If you don’t, contact the plan.
    • If you need to seek services before you receive your card, take these to your provider or pharmacist:
      • Red, white, and blue Medicare card
      • Photo ID
      • Confirmation of enrollment from the plan, or an enrollment confirmation number from the plan
  2. Share your new ID card with your providers and pharmacist to make sure they bill the correct plan.
  3. If you’re enrolled in an MA plan and would like to review and possibly enroll in a different MA plan, you can do so before March 31st.
  4. Are your prescription plan or MA plan premiums being deducted from your social security check?
    • If so, are they taking out the correct amount?
      • It can sometimes take a month or two for Social Security to check up. But if the amount looks different than your previous premium or your new premium, contact your prescription drug plan and make sure everything is OK.
  5. Do you have a family member or caregiver who needs to know your insurance information?
  6. Medicare covers many preventive services, including an annual wellness visit. Talk to your doctor to see what appointments need to be scheduled!

Download printable checklist

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