Checklists
Checklists for every coverage moment
Clear, step-by-step guides for the decisions that come up in real life. Each one has its own page you can bookmark, share, or work through with our team.
Health Insurance
Health Insurance checklists
Aging Off a Parent's Plan Checklist
Turning 26 usually ends coverage under a parent's plan. Here's how to stay covered without a gap.
Marketplace Enrollment Checklist
What to have ready before you enroll in an individual or family Marketplace plan.
First-Time Health Insurance Checklist
New to buying your own coverage? Start here so the basics feel clear.
Medicare
Medicare checklists
Turning 65 Checklist
Your Initial Enrollment Period opens around your 65th birthday. Here's how to prepare.
Medicare Annual Enrollment Checklist
Annual Enrollment (Oct 15 – Dec 7) is your window to review and change Medicare coverage.
Medicare Advantage Checklist
Considering a Medicare Advantage (Part C) plan? Here's what to review.
Medigap (Supplement) Checklist
Medigap plans help with Original Medicare's out-of-pocket costs. Here's what to weigh.
Part D Prescription Drug Checklist
Part D helps cover prescriptions. Match a plan to your specific medications.
Working Past 65 Checklist
Still working at 65? Coordinate Medicare with your employer coverage.
Moving With Medicare Checklist
A move can change which plans are available to you and open a special enrollment period.
Special Enrollment Period Checklist
Certain life changes let you enroll or switch outside the usual windows.