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The Via Benefits Advocate Fall 2019 Medicare Newsletter OPERA EditionTable of Contents Medicare Open Enrollment Your Coverage Checkup Your Updated Medicare Number Comparing Your Web and Phone Service

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How to fill out your coverage checkup

01

Step 1: Start by gathering all your insurance documents, including policies, declarations pages, and any other relevant information.

02

Step 2: Review your current insurance coverage to ensure you understand what types of coverage you have and the limits of each.

03

Step 3: Evaluate your insurance needs by considering factors such as changes in your life situation, valuable assets, and potential risks.

04

Step 4: Identify any gaps in your coverage by comparing your current policies to your insurance needs.

05

Step 5: Research insurance providers and policies to find options that meet your coverage gaps and offer competitive rates.

06

Step 6: Contact insurance agents or companies to get quotes and discuss your coverage needs.

07

Step 7: Compare the quotes and policy details to determine the best option for your coverage needs and budget.

08

Step 8: Make a decision on the new policies you want to purchase or modifications you want to make to your existing policies.

09

Step 9: Fill out the necessary paperwork or make the changes with your insurance agent or company.

10

Step 10: Keep a copy of all updated insurance documents and regularly review and update your coverage as needed.

Who needs your coverage checkup?

01

Anyone who has insurance coverage should consider doing a coverage checkup to ensure they have adequate protection.

02

People with changing life situations, such as getting married, having a baby, buying a home, or starting a business, should especially consider a coverage checkup.

03

Individuals who want to make sure they are not paying for unnecessary coverage or missing out on important protections should also conduct a coverage checkup.

04

Business owners, homeowners, and anyone with valuable assets that need protection should regularly assess their insurance coverage.

05

Ultimately, anyone who wants peace of mind and financial security should take the time to fill out a coverage checkup.

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What is your coverage checkup?

The coverage checkup is a form or questionnaire that assesses an individual's health insurance coverage.

Who is required to file your coverage checkup?

Individuals who have health insurance coverage are required to file the coverage checkup.

How to fill out your coverage checkup?

You can fill out the coverage checkup online or by mail, providing information about your health insurance coverage.

What is the purpose of your coverage checkup?

The purpose of the coverage checkup is to ensure individuals have adequate health insurance coverage.

What information must be reported on your coverage checkup?

The coverage checkup requires information about the type of health insurance coverage, coverage dates, and policy number.

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