What Documents Should You Bring to a Medicare Appointment?

Organize your coverage

• Current insurance card
• Employer coverage information
• Retirement and coverage end dates
• Medicare card, if received
• Doctor and prescription lists
• Preferred pharmacies

Include changes and priorities

Tell us about travel, preferred hospitals, upcoming procedures, recent plan notices, and questions about costs. If you help a parent, clarify who will participate and whether an authorization is needed.

Keep sensitive information out of the first request

The website form only needs basic contact details and your Medicare situation. Bring coverage cards and medication details to the review or confirm a suitable way to share them directly. Do not send Social Security numbers or Medicare identifiers through the marketing form.