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Resources

Below you will find helpful links to industry information, as well as downloadable forms for Medicare Enrollment, Prescription Drugs, COBRA, ACA, and Scope of Appointment.

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01

Understanding the differences is important, so you can select a plan that best suits your needs for today, as well as in the future. The information found here is a general overview of each type of plan.

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02

The IRS has a broad list of expenses related to medical, dental, and vision care that it considers as qualified expenses for HSAs.

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It’s important to review your Medicare coverage every year to help you decide if you need to make changes to better fit your health care needs during the Annual Enrollment Period (AEP).

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The Medicare Prescription Payment Plan is a new program under which Part D sponsors must provide enrollees the option to pay out-of-pocket prescription drug costs in the form of monthly payments over the course of the plan year, instead of all at once at the pharmacy, beginning in 2025.

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Additional Forms

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