*Medicare Forms and Tools — DO NOT SHARE THIS WEBPAGE—- INTERNAL USE ONLY-

AEP Resources

• Scheduling Link
• AEP Non Client Request Form
  • Complete when NON Clients call for AEP appt to send them the webpage
• AEP Non Client Webpage
• AEP Client Webpage
• PDP Email Shopping Questionnaire
  • Send to client to complete if they want us to email shop their plan (assuming they are relatively content with it and would want to keep it as long as it was still competitive)
  • Or if a client is on the phone, you can complete for them.
• MS Email Shopping Questionnaire
  • Send to client to complete if they want us to shop their MS Plan to see if they would be underwritten
• How to read your report – 2022 Report

Medicare Enrollment Webpages

• How to Defer Medicare Parts A and B
• How to Defer Medicare Part B, Enroll in Part A only
• How to Enroll in Medicare B (already enrolled in Medicare Part A)
• How to Enroll in Medicare Parts A & B when over age 65
• How to Enroll in Medicare Parts A & B when turning age 65
• Standalone Forms
  • Enrollment Periods Bubble Sheet
  • Medicare Part B Application
  • Request for Employer Information Form
  • Life Event Form

Medicare Education

• Medicare A and B
  • Medicare Part A Slide
  • Medicare Part B Slide
  • Medicare Part B Income Brackets- IRMAA
  • Medicare A and B Out of Pocket Costs Slide
  • Medicare Part A Benefits and Premiums
  • Medicare Part B Benefits and Base Premiums
  • What Medicare does not cover
  • Medicare Out of Pocket Costs
• Differences between Medicare Supplement and Medicare Advantage
  • MS and MA Differences Slide
• Medicare Supplement Plans
  • Choosing-a-Medigap-Policy-Guide
  • MS-Plan-Grid
  • MS Plan Grid-AFTER 2020
  • Outline of Coverage
    • MS Plan F Outline of Coverage
    • MS Plan G Outline of Coverage
    • MS Plan HDF Outline of Coverage
    • MS Plan HDG Outline of Coverage
    • MS Plan N Outline of Coverage
• Medicare Supplement State Variations for Guaranteed Issue
• Medicare Advantage Plans
• Prescription Drug Plans
  • 1 page PDF – PDP Overview

HTA Marketing Materials

• SOA- Please sign and return
• MS-Quick-Reference
• HTA_ClientBrochure
• HTA_AdvisorBrochure_email
• HTA_EmployerBrochure_email
• Client Toolkit
• Schedule a Medicare Appointment
• LTC Quote Request Form
• PDP Shopping Questionnaire
• MS Shopping Questionnaire

Roadmap-Turning 65

• T65, Over 20 Employees, No HSA
  • Turning 65 – not retiring- over 20 employees
• T65, Over 20 Employees, WITH HSA
  • Turning 65 – not retiring- over 20 employees- on HSA
• T65, Under 20 Employees
  • Turning 65 – not retiring- under 20 employees
• T65, Coming off Group Insurance, Need to Enroll in Medicare
• T65, Coming off Individual Insurance, Need to Enroll in Medicare
  • Turning 65 – retiring, Individual Health Ins, No Health Ins
• T65, Retiree Coverage
  • Turning 65 – on retiree plan
• T65, Cobra
  • Turning 65 – on COBRA
• T65, Severance

Roadmap- Over 65- Retiring

• Over age 65, Coming off Group Insurance, Need to Enroll in Medicare
  • Over Age 65 – retiring- under 20 employees
  • Over Age 65 – retiring- over 20 employees
• Over age 65, Retiree Coverage
  • Over Age 65-retiring- retiree benefits
• Over age 65, Cobra
• Over age 65, Severance

Roadmap- Under 65- SSDI

• Under age 65, SSDI, Under 100 Employees
  • Under Age 65 – SSDI- under 100 employees
• Under age 65, SSDI, Over 100 Employees
  • Under Age 65 – SSDI- over 100 employees
• Under age 65, SSDI, on Individual Insurance, or Coming off Group Insurance
  • Under Age 65 – SSDI- individual health insurance

• Medicare and Cobra
• Medicare and HSA

Employer Services Webpages

• Generic
• CSG 
• AJG
• Graham
• NFP
• WTW
• MMA
• Assured Partners
• Strateben
• Mercer
• RCMD