Meeting with a Medicare agent for the first time is a big step toward securing the right coverage. The more prepared you are, the more productive and helpful your appointment will be. Here’s a checklist of what you should bring with you.
Essential Items to Bring
Your Medicare card – If you already have Part A and/or Part B.
Prescription drug list – Write down the name, dosage, and how often you take each medication.
List of doctors and specialists – Include hospitals or clinics you prefer.
Budget information – Know what you can afford for monthly premiums and out-of-pocket expenses.
Any letters from Social Security or Medicare – These may include eligibility notices, premium information, or prior enrollment details.
Why This Matters
If you show up unprepared, your agent may only be able to give you general information. But with your personal details, they can create a tailored comparison that shows exactly how each plan would work for you—down to which prescriptions are covered and which doctors are in-network.
Extra Tips
Bring a trusted family member or caregiver if you’d like support during the meeting.
Have a notebook handy to take notes and jot down questions.
Don’t be afraid to ask for printed plan comparisons you can review later at home.
Bottom Line
Your first Medicare appointment is your opportunity to make sure you’re on the right track. Coming prepared saves time, avoids mistakes, and gives you the clarity you need to make a confident choice.