What should I bring to a Medicare appointment?
Bring your red, white and blue Medicare card, a list of your prescriptions with dosages, the names of the doctors and pharmacy you want to keep, and your current plan’s ID card if you have one. You do not need to bring payment or bank information to meet with an agent.
The checklist
- Your Medicare card. It shows your Medicare number and your Part A and Part B start dates.
- A list of your prescriptions with dosages and how often you take them. Bring the bottles if that is easier.
- Your doctors and specialists by name, plus any hospital you prefer.
- Your preferred pharmacy, including whether you use mail order.
- Your current plan’s ID card if you already have coverage, including any employer or retiree coverage.
- A notepad or a family member. A second set of ears helps.
What you do not need to bring
You do not need to bring bank account information or make any payment to meet with an agent. Enrollment is a separate step that you decide on, and it can happen later.
What to expect
A licensed agent will ask about the doctors and medications you want covered and explain the kinds of coverage available where you live. Agents who sell Medicare Advantage or Part D plans must document a Scope of Appointment before discussing those products, so you may be asked to sign a short form that lists what you want to talk about. That form protects you; it is not an enrollment.
Common questions
Should I bring my Social Security number?
Your Medicare number is on your Medicare card and is what an agent needs to compare plans. You only provide more if you decide to enroll, and never to pay anyone.
What if I don’t have my prescription list?
Your pharmacy can print one in a minute, or bring the bottles. Drug coverage is the detail that most often decides between plans, so it is worth the stop.
Can someone come with me?
Yes. Agents welcome family members or friends in the meeting.
Talk it through in person
Every office in this directory has licensed agents who will sit down with you, at no cost, and go through your situation. Find a Medicare office near you →