Use this page as a handy starting point for learning about Medicare and getting ready for conversations about your coverage. The links below include official government resources plus checklists and guides to help you feel more confident and prepared.
Below are trusted, official Medicare resources. When you click these links, they will open in a new window so you can easily return to this page.
Medicare.gov (Official U.S. Government Site)
https://www.medicare.gov
Learn about Medicare, what it covers, enrollment periods, and plan options straight from the official source.
Medicare & You Handbook
Medicare & You handbook (current edition)
Download the annual Medicare & You guide that explains your benefits, rights, and options in plain language.
Medicare Plan Finder Tool
Medicare Plan Finder
Compare Medicare Advantage and Part D prescription drug plans side by side, including premiums, copays, and estimated drug costs.
Medicare Forms & Publications
Medicare forms and publications
Access common Medicare forms and official brochures you may need for enrollment, appeals, or changes to your coverage.
Medicare.gov (Official U.S. Government Site)
https://www.medicare.gov
Learn about Medicare, what it covers, enrollment periods, and plan options straight from the official source.
Medicare & You Handbook
Medicare & You handbook (current edition)
Download the annual Medicare & You guide that explains your benefits, rights, and options in plain language.
Medicare Plan Finder Tool
Medicare Plan Finder
Compare Medicare Advantage and Part D prescription drug plans side by side, including premiums, copays, and estimated drug costs.
Medicare Forms & Publications
Medicare forms and publications
Access common Medicare forms and official brochures you may need for enrollment, appeals, or changes to your coverage.
Use these federal tools when you are ready to enroll in Medicare or review your existing coverage. If you are unsure which steps apply to you, Heart 2 Heart can walk through them with you.
Social Security – Enroll in Medicare Parts A & B
Social Security Medicare page
Apply for Medicare Part A (hospital insurance) and Part B (medical insurance), check your application status, and manage your benefits.
Social Security – My Social Security Account
Create or sign in to your my Social Security account
View your Social Security statements, confirm your earnings, and manage benefits that may affect your Medicare decisions.
Medicare Drug Coverage (Part D) Tools
Drug coverage (Part D) overview
Learn how Part D plans work, what is covered, and how to estimate your prescription costs.
Medicare Advantage (Part C) Overview
Medicare Advantage plan search
See Medicare Advantage plans available in your area and compare benefits, provider networks, and out-of-pocket costs.
Social Security – Enroll in Medicare Parts A & B
Social Security Medicare page
Apply for Medicare Part A (hospital insurance) and Part B (medical insurance), check your application status, and manage your benefits.
Social Security – My Social Security Account
Create or sign in to your my Social Security account
View your Social Security statements, confirm your earnings, and manage benefits that may affect your Medicare decisions.
Medicare Drug Coverage (Part D) Tools
Drug coverage (Part D) overview
Learn how Part D plans work, what is covered, and how to estimate your prescription costs.
Medicare Advantage (Part C) Overview
Medicare Advantage plan search
See Medicare Advantage plans available in your area and compare benefits, provider networks, and out-of-pocket costs.
These easy-to-use tools are designed by Heart 2 Heart Senior Advisors to help you get organized before we talk. If a download you need is not yet available, we will be happy to send it to you directly.
Turning 65 Medicare Checklist (PDF)
A step-by-step list of what to do 6–12 months before your 65th birthday, including Social Security, employer coverage, and choosing additional Medicare coverage.
Annual Plan Review Prep Sheet (PDF)
A simple worksheet to list your prescriptions, doctors, and upcoming procedures so we can quickly see if your current plan still fits your needs.
Medicare Appointment Question List (PDF)
A printable list of smart questions to ask during your meeting with Heart 2 Heart or another Medicare professional, so you leave with clear next steps.
If you do not see a link to download a specific checklist, you can request it when you contact us and we will provide the most up-to-date version.
Turning 65 Medicare Checklist (PDF)
A step-by-step list of what to do 6–12 months before your 65th birthday, including Social Security, employer coverage, and choosing additional Medicare coverage.
Annual Plan Review Prep Sheet (PDF)
A simple worksheet to list your prescriptions, doctors, and upcoming procedures so we can quickly see if your current plan still fits your needs.
Medicare Appointment Question List (PDF)
A printable list of smart questions to ask during your meeting with Heart 2 Heart or another Medicare professional, so you leave with clear next steps.
If you do not see a link to download a specific checklist, you can request it when you contact us and we will provide the most up-to-date version.
| Checklist or Guide | Best For | Format |
|---|---|---|
| Turning 65 Medicare Checklist | Adults approaching age 65 or new to Medicare | Printable PDF (request the latest version) |
| Annual Plan Review Prep Sheet | Current Medicare beneficiaries preparing for an annual review | Printable PDF (request the latest version) |
| Medicare Appointment Question List | Anyone meeting with a Medicare advisor and wanting to feel prepared | Printable PDF (request the latest version) |
If you are not sure how to use these links, forms, and tools—or what they mean for your personal situation—Heart 2 Heart Senior Advisors is here to help.
Call or text for guidance
Office: 720-729-7743
Cell/Text: 303-875-8891
We can walk you through these resources step by step, explain your options in plain language, and help you prepare for enrollment decisions or annual reviews.
Important note about external websites
The external websites listed on this page are owned and operated by other organizations. Heart 2 Heart Senior Advisors does not control their content and does not endorse any specific Medicare plan or company. Information on this site and on external links is general in nature and is not a substitute for personalized advice.
Call or text for guidance
Office: 720-729-7743
Cell/Text: 303-875-8891
We can walk you through these resources step by step, explain your options in plain language, and help you prepare for enrollment decisions or annual reviews.
Important note about external websites
The external websites listed on this page are owned and operated by other organizations. Heart 2 Heart Senior Advisors does not control their content and does not endorse any specific Medicare plan or company. Information on this site and on external links is general in nature and is not a substitute for personalized advice.