Module 5 companion guide
Run the Annual Medicare Review Before Another Year Slips By on Autopilot
This checklist turns the yearly review into a simple process so you can catch changes in plans, doctors, prescriptions, benefits, and income before Open Enrollment closes.
Module 5Fillable + printable PDFBuilt for yearly October reviews
What this checklist helps you review
- Whether your doctors and specialists are still in network
- Whether your prescriptions are still covered the same way
- Whether your premium, copays, or benefits changed for the new year
- Whether your income changed enough to affect IRMAA exposure
- Whether your health, travel, or provider needs make a different plan worth reviewing
- A simple once-a-year process you can run every October
Why this matters
Most people do not review Medicare because they assume no news means no problem. This checklist gives you a quick yearly way to verify that your plan still fits before another year locks in.