Each fall ushers in the Medicare enrollment period for health (Medicare Advantage) and drug (Part D) plans, running October 15 – December 7.

This worksheet provides benefits counselors a checklist of questions when helping people with Medicare Part D plan selection/comparison during the Annual Enrollment Period. You will want to work with Medicare beneficiaries to assess:

  • Whether their plan will continue to cover their medications in the coming year
  • What they paid for their plan premium, deductible, and drug co-payments this year, and how that compares to the plan pricing for the coming year
  • Whether they qualify for, or already receive assistance from, the Part D Extra Help benefit to help pay for their prescription costs.