Free Medicare Open Enrollment Checklist
Before you assume your current Medicare Advantage or Part D plan is still the right fit for you, use this free Medicare Open Enrollment checklist to review your prescriptions, doctors, pharmacies, costs, and plan changes.
Use this checklist after reviewing how Medicare Advantage or Part D drug coverage works for the coverage you have. A completed checklist does not replace a current plan comparison, your plan documents, or official verification through Medicare.gov and the plan.
Created by Robin Dall, Florida Medicare Broker & Educator. Licensed since 2013.
What is Medicare Open Enrollment?
Medicare Open Enrollment, also called the Annual Enrollment Period, is the time many people review their Medicare Advantage and Part D prescription drug coverage for the year ahead.
This free Medicare enrollment checklist helps you organize the most important items to review: prescriptions, pharmacy costs, provider networks, premiums, copays, benefits, and plan changes.
AEP is not the time to guess.
Plans can change from one year to the next. Your prescriptions, pharmacy costs, provider network, benefits, and out-of-pocket costs all deserve a fresh look before the deadline.
- Review your current Medicare Advantage or Part D plan changes.
- Check whether your prescriptions are still covered.
- Confirm your preferred pharmacy is still a good fit.
- Look for doctor, specialist, and hospital network changes.
- Compare premiums, copays, deductibles, and maximum out-of-pocket costs.
- Know what to ask before making a plan decision.
Get the checklist
Download the free checklist and use it as your starting point before reviewing your Medicare coverage.
After signing up, you’ll be taken to the checklist download page.
Prescription review
Check drug coverage, tiers, restrictions, pharmacy pricing, and mail-order options.
Provider review
Confirm your doctors, specialists, hospitals, and preferred care locations.
Cost review
Look beyond the premium and compare copays, deductibles, and out-of-pocket exposure.
Already on Medicare?
This checklist is designed for people who already have Medicare and want a cleaner way to prepare for Annual Enrollment. It is especially helpful if you have a Medicare Advantage plan or a Part D prescription drug plan.
If you are turning 65 soon or just getting started, you may also want the full Medicare Roadmap Kit.
Get the Medicare Roadmap KitWant help reviewing your options?
If you live in Florida, Robin can help you review your Medicare coverage before you make a decision. No call centers. No 1-800 number runaround. Just a clear, personal review.
- Florida Medicare reviews
- Medicare Advantage and Part D plan review support
- Education-first guidance before decisions are made
Medicare Open Enrollment Checklist FAQs
What should I review during Medicare Open Enrollment?
Review your prescriptions, doctors, preferred pharmacies, plan premium, deductible, copays, provider network, drug formulary, prior authorization rules, and maximum out-of-pocket costs.
Is Medicare Open Enrollment the same as AEP?
Yes. Medicare Open Enrollment is also commonly called the Annual Enrollment Period, or AEP. It runs from October 15 through December 7 each year.
Why should I review my Medicare Part D plan?
Medicare Part D plans can change their drug formularies, pharmacy pricing, premiums, deductibles, and copays each year. A Part D plan review can help you check whether your prescriptions are still covered.
Who should use this Medicare checklist?
This checklist is especially helpful for people who already have Medicare and want to review a Medicare Advantage plan or Part D prescription drug plan before the next plan year.
Can Florida residents request help reviewing Medicare coverage?
Yes. Florida residents can request a Medicare review with Robin Dall, a licensed Florida Medicare broker and educator.