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Pre-Enrollment Checklist: What to Prepare Ahead of Plan Shopping

Checklist

Current Providers List– Make a list of all your current healthcare providers—doctors, specialists, hospitals, clinics, pharmacies, labs, and equipment suppliers. This helps ensure your plan still includes the people and places you rely on for care.


Current Prescription List
– Write down all medications you take, including dosage and whether each is brand-name or generic. This will help you check if your drugs are still covered under your plan’s formulary.


Review the Annual Notice of Change
– If you’re enrolled in a Medicare Advantage or Part D plan, you’ll receive an Annual Notice of Change (ANOC) before the Annual Enrollment Period. It outlines next year’s updates to costs, coverage, provider networks, and drug lists.


Review Your Current Coverage
– Use the ANOC to see how upcoming changes affect your doctors, prescriptions, and benefits. Ask whether your plan will still meet your needs and if your providers will continue to accept it.


Does Your Current Coverage Fit Your Budget?
– Consider more than just the monthly premium—review deductibles, co-pays, coinsurance, and the plan’s maximum out-of-pocket limit. Also factor in any changes to your income, spending habits, or healthcare usage.


Compare Plans
– Even if you’re satisfied with your current coverage, it’s smart to compare other plans each year. Benefits, networks, and costs change annually—so reviewing your options helps ensure you get the best value and fit. Our team of licensed agents can help you find the benefits that best fit your needs.

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