Medicare Forms & Fliers

Expand All | Collapse All

Medicare Advantage Forms

2025 Documents

2025 Pre-Enrollment Forms

2025 Permission to Contact Form (PDF) English | Spanish
2025 Scope of Appointment (PDF) English | Spanish
2025 PreEnrollment Checklist (PDF) English | Spanish - Coming Soon 

2025 PPO Documents

2025 Presales Book – Complete (PDF) English | Spanish
2025 Presales Book - Complete and Essential (PDF) English | Spanish
2025 Presales Book- Salute (PDF) English | Spanish
2025 Enrollment Form – Complete and Essential (PDF) English | Spanish
2025 Enrollment Form – Salute (PDF) English | Spanish
2025 Summary of Benefits – Complete (PDF) English | Spanish
2025 Summary of Benefits – Essential (PDF) English | Spanish
2025 Summary of Benefits – Salute (PDF) English | Spanish

2025 HMO-SNP Documents

2025 Enrollment Form – DualPrime (PDF) English | Spanish
2025 Presales Book – DualPrime (PDF) English | Spanish - Coming Soon
2025 Summary of Benefits – DualPrime (PDF) English | Spanish - Coming Soon

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)
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

2025 Medicare Advantage Sales Presentation – Complete and Essential (PPT)
2025 Medicare Advantage Sales Presentation – Complete (PPT)
2025 Medicare Advantage Sales Presentation - Salute (PPT)
2025 Medicare Advantage Sales Presentation – DualPrime (PPT)
2025 Top 100 Drugs Flier (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)
Why CareFirst Brochure (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)
SilverSneakers Fitness
Blue365 Flier (PDF)

Expand All | Collapse All