Annual Enrollment Period (AEP) To-Do List

Annual Enrollment Period (AEP) To-Do List

  1. Write the important Annual Enrollment dates to remember on your Calendar, and clip your calendar on your fridge.
  2. Don’t eat that midnight snack until you’ve read the dates at least once.
    1. October 1st— we can talk about your options!
    2. October 15th— The AEP games begins.
    3. December 7th—AEP comes to exhausting close.
    4. January 1st— Plan changes go into effect. Double Whammy: You can also drop your advantage plan starting the 1st all the way through the 14th (which is also Valentine’s day…you’re welcome)
  3. Compare your medications to the formulary (drug list) mailed to you by your drug plan company.
  4. Consider changing your drug plan if some of your medications are no longer covered or if the premium is too high.
  5. Call OSHIIP with any drug plan questions.
  6. Call us and set up an appointment to have a good chat about your Advantage Plan.
  7. Consider switching Advantage Plans if:
    1. Your hospital or doctor went out-of-network
    2. Plan changes for the following year result in jaw-dropping out-of-pocket spending or a high premium.
    3. Your Advantage plan is (all around) a bit of a drag.
  8. As a golden rule, your ultimate to-do list item is …plan ahead!

Want help looking at your Medicare policies?  Call our office and we will guide you through the process.  937-492-8800

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