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What to Bring to Your Medicare Review
A 15-minute phone or video review goes faster when you have these details ready. Our advisors use them to check networks and formularies in your specific county — not to sell you a specific plan.
Last updated Jul 11, 2026
Personal information
- •Medicare card (red, white, and blue) if already enrolled
- •Current plan ID cards (Advantage, Medigap, Part D)
- •Date of birth and zip code
- •Preferred contact phone and email
Providers & facilities
- •Primary care physician name and location
- •All specialists you see regularly
- •Preferred hospital or health system
- •Any planned surgeries or new diagnoses this year
Prescriptions
- •Complete medication list with dosages
- •Preferred pharmacy (retail or mail-order)
- •Any expensive brand-name drugs or specialty medications
- •Recent pharmacy receipts if formulary tier is unclear
Coverage & enrollment documents
- •Annual Notice of Change (ANOC) if reviewing during AEP
- •Employer coverage details if still working past 65
- •TRICARE or VA benefit information for military retirees
- •List of priorities: travel, dental, predictable costs, etc.
Don't have everything yet?
That is fine — schedule your review anyway. We can help you gather what you need and explain which enrollment windows apply to you.
Prefer to Research on Your Own?
You can compare every plan available in your area and get unbiased, free help from official government resources:
Medicare Plan Availability: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer. Please contact Medicare.gov or 1-800-MEDICARE for all options. SwitchBlue Insurance Agency LLC is a licensed independent insurance agency and is not connected with or endorsed by the United States government or the federal Medicare program.