In order to help you made decisions about your Advantage or Drug plans, we need to collect information from you. This applies to any form of counseling including in person, at an event, or over the phone.
If you signed up for counseling using our online form, you will also receive a copy of this worksheet in the confirmation email we send to you. The copy you receive in the email can be filled out online and then printed.
We will ask you to create a MyMedicare account
Medicare has a tool, called Plan Finder, that enables us to find the best medical and drug plan for you. The best way to use this tool is to have a MyMedicare account. (Learn more about MyMedicare accounts.) If you already have an account, bring the username and password with you to counseling. If you prefer to create an account at the counseling event, we will assist with that. Please be sure to bring your Medicare card with you.
How to fill out the Plan Finder Worksheet
- Please click here to download the Plan Finder Worksheet
- Print it and complete all requested information. If you are unable to print the worksheet, you can pick one up in the lobby of the County office building at 400 Ellinwood Way in Pleasant Hill (in a brochure rack). Or you may call HICAP and we’ll mail one to you. Rossmoor residents may pick one up at the Roosmoor Counseling Center.
- Fill out the Worksheet completely, making sure that you:
- List your preferred pharmacy and whether you get 30 day refills or 90 day refills.
- Indicate whether generics are okay.
- List the full name of each of your drugs along with the dosage and frequency information. See note on how to show drugs that are in vials, tubes, inhalers, etc.
- Bring all of your Medicare supplement cards with you (drug plan, Medicare Advantage, etc)
- Each person must have their own worksheet.
- The first page of the Plan Finder Worksheet lists the things you need to bring to your appointment. Please review this document. Bring your completed worksheet with you to the counseling event. We will use this information to search for the best plan for you. If your worksheet is incomplete, our results for your plan search will not be accurate. Also, be sure to bring your MEDICARE.GOV user name and password with you and your Medicare card and all supplement plan cards.
If you have difficulty accessing, reading, or interpreting this information, please CONTACT US.