Everything on this list exists to answer one question: which plans actually work for the care you already use.
Your Medicare card or start dates. Part A and Part B effective dates determine which enrollment windows are open to you, so they drive what is even possible.
Your prescription list, with doses. Doses and quantities matter as much as drug names, because drug plans price by tier and quantity. A photo of the labels works fine. This single item usually moves the recommendation more than anything else.
Your doctors and clinics, by name. Not the hospital system, the actual providers you intend to keep. Each one gets checked against each plan directory.
Your pharmacy. Drug plans have preferred pharmacies where the same prescription can cost noticeably less. Mail order is worth asking about, especially in rural counties.
Current plan documents. If you already have coverage, the annual notice of change your plan mails each fall explains what is changing for the coming year. It is the most useful piece of paper in the envelope people usually throw away.
What you do not need to bring. You do not need to decide anything at the appointment, and you should never feel obligated to enroll. A Medicare appointment also requires a scope of appointment form recording which product types you agreed to discuss, which is a CMS requirement that protects you and limits the conversation to what you asked about.
Related on this site: Scope of appointment form · Book a comparison
Sources
- When can I join a health or drug plan? (CMS) · accessed September 14, 2026
This page is general information, not advice about your specific situation, and it is not connected with or endorsed by the U.S. government or the federal Medicare program. Rules and figures change, so confirm current requirements with CMS, Social Security, or a licensed agent before you act. We do not offer every plan available in your area. Currently we represent 5 organizations which offer 300 products in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.