Prepare for 2027 Medicare Open Enrollment with a clear list of what matters to you. Download Our FREE Medicare Checklist!
Before you compare plans, take a few minutes to gather the details that affect your care and costs. This one-page checklist helps you review your current coverage, note what has changed in your life, and write down what you need to verify.
It’s for people reviewing their own Medicare coverage and family members helping them prepare.
What’s inside the free checklist
- What to gather before comparing coverage
- Questions about changes in your health, medications, providers, and daily life
- A place to review changes to your current plan
- Prompts for checking providers, prescriptions, pharmacies, and costs
- Five final questions to help you compare your 2027 options
Start with what you already know
Print the checklist or keep it open while you gather your current plan information, medication list, and provider names. Mark anything you need to verify. You can begin with one simple question: Would I choose my current coverage again for 2027?
You do not need to settle every question in one sitting. Use your notes when you review plan details or seek help comparing your options.
Created by Wise Well & Thrive. Founder David Farthing is an occupational therapist with about 30 years of healthcare and rehabilitation experience.
For education and preparation only. This checklist does not recommend a Medicare plan. Plan availability, costs, benefits, provider networks, drug coverage, and rules vary. Verify details for any plan you are considering. For free, unbiased Medicare counseling, visit SHIPhelp.org.