Plan Documents

Plan Documents

We Craft Impactful Outcomes for You and Your Business

Coverage Documents & Resources

Easy access to important Medicare documents.

Browse helpful Medicare plan documents, coverage information, and important resources all in one place. We make it simple to find the information you need to better understand your plan options and coverage details.
Key Documents

Medicare Resources

CMS Official Publication

Medicare & You Handbook

Official Medicare handbook with detailed coverage information

The official annual guide published by the Centers for Medicare & Medicaid Services (CMS). Covers all parts of Medicare, your coverage options, costs, rights, and how to get help.

Medicare.gov Tool

Plan Comparison Worksheet

Tool to help compare different Medicare plans

Use the official Medicare Plan Finder to search, compare, and evaluate Medicare Advantage and Part D plans available in your ZIP code based on your doctors and prescriptions.

Beneficiary Rights

Medicare Rights & Protections

Summary of your Medicare rights and protections

Understand the rights and protections you have as a Medicare beneficiary — including appeal rights, protections against discrimination, and how to report fraud, errors, or complaints.

SSA Application

Enrollment Application

Medicare plan enrollment form

Ready to enroll in Medicare? The Social Security Administration handles Medicare enrollment applications. You can apply online, by phone, or at your local SSA office.
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