2027 Medicare Annual Review: Do You Know the Answers?
Start your 2027 Medicare annual review with the right questions about your healthcare
needs, doctors, prescriptions, coverage and costs. Then use our free fillable worksheet
to find the answers that apply to you.
Your annual review should be about more than your monthly premium. The real question is
whether your coverage still fits your healthcare needs, doctors, medications and budget.
This worksheet helps you identify what to check, without guessing at your answers.
The questions worth asking
What should you review before 2027?
These are the kinds of questions your completed worksheet should help answer.
01
Your healthcare needs
Have your health needs changed since your last review?
Are you seeing new doctors or specialists?
Will your current coverage fit your anticipated healthcare needs?
02
Doctors, hospitals and pharmacies
Will your doctors accept your coverage or participate in the plan network?
Are your preferred hospitals covered?
Is your pharmacy in network, where applicable?
03
Prescription drug coverage
Are all your prescriptions covered in 2027?
Have medication tiers or restrictions changed?
Do you receive any medications covered under Part B?
04
Premiums and out-of-pocket expenses
What are your actual premiums, including any applicable IRMAA?
What will you pay for doctor visits, hospital care and prescriptions?
What medical deductibles and out-of-pocket limits, if any, apply to your coverage?
05
Extra benefits and premiums
Have your dental, vision or hearing benefits changed?
Do you have separate premiums for any of those benefits?
Which extra benefits are you actually likely to use?
06
Eligibility and assistance
Could you qualify for a C-SNP or D-SNP?
Could you qualify for Extra Help (LIS) or SNAP?
If eligible, have you applied for available assistance?
Make your review useful
How do you use the worksheet?
It is a guide to asking better questions, not a list of universal Medicare answers.
Your premiums, copays, coverage and eligibility depend on your situation.
1
Open the fillable PDF
Save it to your device or print a copy.
2
Find your actual plan information
Use your 2027 plan documents and your own healthcare information.
3
Write down what you know and what needs attention
Identify any unanswered questions before making a coverage decision.
Take the next step
How many of these questions can you answer today?
Open the 2027 Medicare Annual Review Worksheet and take a closer look at your
coverage. No filled-in answers. Just the questions that matter.
Senior Healthcare Planning. This educational worksheet does not determine
your eligibility, compare all available plans or replace official plan materials.
Coverage, benefits, provider participation, costs and eligibility vary. Review the
documents for any coverage you are considering. Senior Healthcare Planning is an
independent insurance agency and is not affiliated with or endorsed by Medicare or
the United States government.
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