Mom's Medicare Open Enrollment Kit: Printable Plan-Compare Worksheets for Helping a Parent Before Dec 7

Open enrollment closes Dec 7. Don't wait until Dec 6 to find out nobody has Mom's plan papers in one place.

A printable kit for helping a parent through Medicare open enrollment: current plan, must-keep doctors, drug list, a blank side-by-side comparison worksheet, a calls log, and a decision record. 12 pages, Letter + A4.

Every fall, the parent's plan sends a stack of mail, the drug list changes, and the adult kid who's "good with this stuff" gets handed the pile. Medicare's annual Open Enrollment runs Oct 15 to Dec 7. This printable kit is for helping a parent use that window: write down what the current plan covers, list the doctors and pharmacy they won't give up, copy the drug list, and line up the plans you're comparing side by side, so the conversation with Mom (or with a counselor) starts from paper instead of memory.

It doesn't tell you which plan to pick, and nothing in it comes from Medicare. Every blank is for what the plan's documents, Medicare's Plan Finder, or a counselor tells you.

WHY IT HELPS

• One page that captures the current plan before the new-year letters pile up
• A must-keep list for doctors and the pharmacy, so every plan gets checked against the same names
• A drug list in one place, ready to check against each plan you're looking at
• A side-by-side comparison worksheet you fill in yourself, so siblings see the same picture
• A decision-and-deadline page: what you chose, who's doing the enrolling, and the Dec 7 date written where everyone can see it

IN YOUR FIRST 5 MINUTES

1. Grab the plan's latest mailing and fill in the Current Coverage Snapshot
2. Write the three doctors Mom won't give up on Doctors We Want to Keep
3. Copy the drug names off the pill bottles onto Prescriptions to Check
4. Write Dec 7 on the Decision and Enrollment Record, and who's handling it
5. Photograph the snapshot and send it to your siblings

WHAT'S INSIDE (12 pages, US Letter and A4)

1. Start Here: how to use it during open enrollment; organizing tool only, not affiliated with Medicare
2. Parent's Info and Who Is Helping
3. Current Coverage Snapshot: what the current plan is, from the latest plan mailing
4. Doctors We Want to Keep
5. Prescriptions to Check: copied from the bottles, checked against each plan
6. Pharmacies
7. What Matters to Mom: her own priorities, in her words, before anyone compares plans
8. Plan Comparison Worksheet: blank side-by-side columns you fill in from Plan Finder or the plan's documents
9. Questions to Ask
10. Calls and Contacts Log: who you talked to, when, and what they said
11. Decision and Enrollment Record: what was chosen, who enrolls, and confirmation details
12. Sources: medicare.gov pages cited for the enrollment dates

FAQ

Does this tell us which plan is best? No. It organizes what you find so you and your parent can decide, or bring it to a counselor. It gives no plan advice.

Is this from Medicare? No. It's an independent printable, not affiliated with or endorsed by Medicare or any government agency.

What if open enrollment has already passed? The pages still work for a parent's yearly plan review or a first look at Medicare. Some enrollment periods have their own rules, so check medicare.gov or a counselor for yours.

Can I print more than one copy? Yes. Print a fresh comparison worksheet for each round of plans you look at.

What format is it? An instant PDF download in US Letter and A4. Nothing is shipped.

GOOD TO KNOW

• Keep standing meds, doctors, and contacts in The Caregiver Binder: https://payhip.com/b/IjT2q
• Helping from another city? The Long-Distance Caregiver Binder keeps the family on the same page: https://payhip.com/b/P1068
• If a hospital stay comes up, the Hospital Discharge Kit covers the stay and the trip home: https://payhip.com/b/ExObq

DISCLAIMER

An organizing tool only, not legal, financial, insurance, or medical advice. Not affiliated with or endorsed by Medicare, CMS, or any government agency. You fill in every field yourself. For plan details and enrollment, use medicare.gov, the plan, or your state's SHIP counselor.