Medicare Supplement Insurance – Use This Checklist To Help You Choose A Plan That Meets Your Needs

Information provided by Medicare Made Clear

Information to have handy when comparing plans

As you explore and compare plans, for yourself or your loved one, it’s a good idea to gather the following information to help make it easier to evaluate your choices, compare coverage and enroll in a plan that meets your needs:

  • Birth date
  • Permanent residence address
  • Phone number
  • Emergency contact information
  • Email address
  • Medicare claim number (you can find this on the red, white and blue Medicare card) and Medicare effective date
  • Name of other insurance plans and policy numbers (member ID number, group number)
  • If a resident of a long-term care facility; name of institution:
    • Address & phone number
  • Contact information for current health care professionals:
    • Name and addresses for doctors, hospitals, specialists and pharmacy
  • List of current prescription drugs and dosages
  • Current health conditions and treatments
  • If you want to set up plan premium payment options (such as electronic funds transfer from a bank account), be sure to have the following available:
    • Account holder name
    • Bank routing number
    • Bank account number
    • Account type
– This information was provided by Medicare Made Clear

If you or someone in your family is 65 or older and is in need of a Medicare Supplemental Plan or already has a plan, but wants to make sure that it is the right plan please give us a call or go to our website and we will give you a quote and help you keep money in your pocket. 

The Litchfield Agency – Insurance License: 0B56846
George Litchfield – 909-790-7748