Medicare Forms & Fliers

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Medicare Advantage Forms

Medicare Advantage Pre-Enrollment Forms

Permission to Contact Form (PDF) - English | Spanish
Scope of Sales Appointment Confirmation Form (PDF)
Pre-Enrollment Checklist (PDF)

2024 Documents

2024 Presales Book Service Area 1 (PDF) - English | Spanish
2024 Presales Book Service Area 2 (PDF) - English | Spanish
2024 Enrollment Request Form (PDF) - English | Spanish
2024 Attestation of Eligibility Form (PDF) - English | Spanish
2024 Summary of Benefits Service Area 1 (PDF)
2024 Summary of Benefits Service Area 2 (PDF)

 

Medicare Advantage Post-Enrollment Forms

Bank Account Withdrawal Pre-Authorization Form (PDF)
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

100-Day Prescription Fill Flier (PDF)
Medicare Advantage Open Enrollment Period (PDF)
Agent Do’s and Don’ts of Medicare Compliance (PDF)
2024 Medicare Advantage Sales Presentation (PPT)
2024 Top 100 Drugs Flier (PDF)
Appointment Checklist (PDF)
The Medicare Advantage Difference: Whole Health (PDF)
CloseKnit Flier (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)

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