Annual Enrollment Checklist

Annual Enrollment Period (AEP) Helpful Hints

Be prepared when Medicare Annual Election Period begins on October 15th

We do not offer every plan available in your area.  Currently we represent 12 organizations which offer 143 products in your area. Please contact Medicare.gov, 1‑800‑MEDICARE, or your local State Health Insurance Program to get information on all of your options.

Review Your Medicare Cards

Have your red, white and blue Medicare card, your Medicare Advantage Plan identification card, and/or your Prescription Drug Plan card on hand.


Review Prior Year Receipts

Gather your medical receipts and bills from the past year. Review them carefully. Determine if your current coverage was enough to keep your costs for medical care, services, and supplies within your budget. If you find that your out-of-pocket expenses were too high, you may want to consider other options during AEP. Have your healthcare needs changed over the past year? If you were recently diagnosed with a chronic illness or require new long-term medications, you will want to make sure that your current Medicare coverage will continue to meet your evolving needs.





Gather Your Doctors & Specialists

Make a list of your doctors and specialists. If these medical providers are important to you, you can check a plan’s network before enrolling to make sure you can continue to visit the doctors and specialists you are comfortable with.


Create Prescription List

Create a comprehensive list of your current prescription medications, including names and dosages. If you are looking for a Prescription Drug Plan (PDP) or Medicare Advantage Plan with prescription drug coverage (MA-PD), compare plan formularies (lists of covered drugs) and pricing to make sure the medications you need will be covered. Plans can vary in cost and benefits.




Read Medicare Advantage Plan’s Annual Notice of Change (ANOC)

Read through your Medicare Advantage Plan’s Annual Notice of Change (ANOC) that will be delivered in September. This document will outline any changes to your plan for the upcoming year so you can decide if your plan is still right for you.




Search Plans

When Medicare’s AEP begins on October 15, start searching for plans available in your area. You will be able to compare plans side-by-side based on your personal needs and preferences. You can use Medicare.gov or call 1-800-Medicare 24 Hours a day/7days a week to review all your options.


Speak With Licensed Professionals

As you research plans, speak to a knowledgeable, licensed sales agent who can answer any questions or address any concerns. Medicare coverage can seem complicated, but the right broker can help you navigate through your options and find the benefits package that will be tailored to your individual circumstances.



Individual Health, Small Group, Medicare, Supplemental, Life

At LR-J Health Solutions, we are here to answer your questions and help you enroll you in the insurance plan of your choice. Call 480-779-8253 to speak to a licensed sales agent or schedule an appointment to help you with the entire process.



1839 S Alma School Rd.  Suite #110

Mesa, AZ 85210

Serving Arizona and California

[email protected]


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