Medicare appointments

If you are scheduled for a Medicare related appointment, it would be helpful to bring the following items:

  1. A list of your doctors and specialists so that we recommend plans that they accept.
  2. If you would like us to confirm that your medications are covered, please bring a list of your prescriptions including name, dosage and number of times per day that you take them. (optional)
  3. Medicare card or Benefit letter if you have one.
  4. When you choose to enroll, if you elect to have your premiums automatically deducted from your bank account, please bring a voided check.

Individual/Exchange appointments

If you are scheduled for an Individual/Exchange related appointment, it would be helpful to bring the following items:

  1. Driver’s license and/or birth certificate
  2. If you are applying on the Exchange, please bring proof of income (ie: paycheck stub, bank statement, income tax return documents).
  3. If you currently have insurance, please bring your ID card or proof of coverage.
  4. If you are losing your current coverage, please bring the notice that your coverage is ending and the last date of coverage.
  5. If you are not a US Citizen, please bring proof of legal residency.
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