Medicare &
Lifestyle Worksheets
Whether you’re preparing for your Medicare enrollment or getting ready for your annual check-up with your doctor, we have checklists to make these events easier.
New to Medicare
This checklist will help you understand what you need to have handy for your first enrollment.
Preparing for Medicare Annual Enrollment
Keep track of any healthcare changes or preferred doctors or drugs.
Annual Doctor Visit Checklist
Healthcare needs can change every year. Use this helpful worksheet to document changes with your doctor.
Why ClearMatch?
Access to the largest carriers nationwide all-in-one place.
Free, no-obligation help from our caring, licensed insurance agents.
Ongoing Medicare guidance for the life of your Medicare plan.