Medicare Forms & Fliers

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2026 Medicare Advantage Forms

2026 Sales Materials 

2026 Pre-Enrollment Forms

Permission to Contact Form (PDF) English | Spanish
2026 PreEnrollment Checklist (PDF) English | Spanish

2026 PPO Documents

2026 Presales Book - Complete and Essential (PDF) English | Spanish
2026 Presales Book- Salute (PDF) English | Spanish
2026 Enrollment Form – Complete and Essential (PDF) English | Spanish
2026 Enrollment Form – Salute (PDF) English | Spanish
2026 Summary of Benefits – Complete (PDF) English | Spanish
2026 Summary of Benefits – Essential (PDF) English | Spanish
2026 Summary of Benefits – Salute (PDF) English | Spanish
2026 Annual Notice of Change – Complete (PDF) English | Spanish
2026 Annual Notice of Change – Essential (PDF) English | Spanish
2026 Annual Notice of Change – Salute (PDF) English | Spanish

2026 HMO-SNP Documents

2026 Enrollment Form – DualPrime (PDF) English | Spanish
2026 Presales Book – DualPrime (PDF) English | Spanish
2026 Summary of Benefits – DualPrime (PDF) English | Spanish
2026 Annual Notice of Change – DualPrime (PDF) English | Spanish

Medicare Advantage Post-Enrollment Forms

Prescription Claim Form (PDF)
Appointment of Personal Representative (PDF)

MedPlus Forms

MedPlus Agent Contracting

Agent/Agency Update Form (PDF) General Agency Use
General Agency Contacts for New Agents (PDF)
Consumer Direct Products Independent Contractor Form (PDF) Agent Use

MedPlus Pre-Enrollment

Replacement of Coverage Form (PDF)
Broker Acknowledgement Form (PDF)
Pre-Sales books:

MedPlus Post-Enrollment

MedPlus Household Discount Request Form (PDF)
Membership Change Form (PDF)
Reinstatement Request Form (PDF)

General Information Forms

Authorization for Access to Personal Information (PDF) HIPAA release

Medicare Sales Tools

General

CareFirst’s Medicare Made Simple Guide (PDF)
How to Apply to Medicare (PDF)
Medicare Enrollment Period Snapshot (PDF)
Member Retention Guide (PDF)
Scope of Appointment Form (PDF)
Tips for Relationship Building (PDF)
Which Plan is Right for Me? (PDF)
Your Medicare Costs At-A-Glance (PDF)
Who to Contact - FMO and GA (PDF)
Who to Contact - Writing Agents (PDF)

 

Medicare Advantage

2026 Medicare Advantage Sales Presentation – Complete and Essential (PPT)
2026 Top 100 Drugs Flier (PDF) English | Spanish
2026 Medicare Overview Trifold (PDF)  English | Spanish
2026 DualPrime Overview Trifold (PDF)  English | Spanish
2026 Essential and Complete Overview Trifold (PDF)  English | Spanish
2026 Salute Overview Trifold (PDF)
Medicare Advantage Open Enrollment Period (PDF)
Agent Do’s and Don’ts of Medicare Compliance (PDF)
Appointment Checklist (PDF)
The Medicare Advantage Difference: Whole Health (PDF)
How Does Your Current Medicare Plan Measure Up Flier (PDF)
What to Expect After You Enroll (PDF)
2023 MA Agent Manual (PDF)
MA Porter Health Job Aid (PDF)

 

Medicare Advantage Supplemental Vendors

Nations Hearing
SilverSneakers Fitness
Blue365 Flier (PDF)

 

MedPlus

MedPlus Sales Brochure (DC) (PDF)
MedPlus Sales Brochure (VA) (PDF)
MedPlus Sales Brochure (MD) (PDF)
Medicare & MedPlus 2023 Updates (PDF)
CareFirst Dental - It's the Right Decision Flier (PDF) English | Spanish
SilverSneakers Fitness
Blue365 Flier (PDF)

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