Counseling tools and resources
- 2025 All Counties D-SNP (Excel, 73.02 KB) (XLSX 83.16KB)
- Medicare Savings Programs (MSP) application instructions desk aid (PDF, 1.72 MB) (PDF 1.72MB)
- Get help paying for Medicare - information for American Indians & Alaskan Natives (PDF, 280.85 KB) (PDF 300.51KB)
- 2025 Medicare Advantage and Special Needs Plans (SNPs)
- Medicare Savings Programs application (PDF 522.79KB)
- Medicare Extra Help: How to Apply, How to Boost Enrollment, and More
- Prescription Drug Assistance Foundation - Rod Shutt
- SHIBA client counseling six-step intake script (PDF, 282.29 KB) (PDF 282.29KB)
- Your SHIBA Medicare problem-solving action plan (PDF, 216.89 KB) (PDF 216.89KB)
Medicare trusted resources
Watch out when using other websites—they might have a bias since they’re after profit. SHIBA advisors should stick to trusted and current resources for background info and questions about Medicare.
- Medicare.gov
- SHIP TA Center (State Health Insurance assistance Programs Technical Assistance Center)
- SMP (Senior Medicare Patrol) Resource Center
- CMS (Centers for Medicare and Medicaid) National Training Program
- Medicare Interactive
- National Council on Aging (NCOA)
Medicare open enrollment tools
- Counseling Medicare clients - OEP related
- Medicare Plan Finder walk-thru video
- Medicare outreach and advertising
- Medicare Open Enrollment Period outreach & media materials
- Open Enrollment materials for Spanish speakers
- Open Enrollment materials for other audiences
- Drop-in article Medicare Open Enrollment is Oct. 15 – Dec. 7 (PDF, 202.68 KB) (PDF 202.68KB)
Medicare plan finder
- Medicare Plan Finder walk-thru video
- Reporting Medicare Plan Finder issues (PDF, 182.07 KB) (PDF 182.07KB)
Language assistance
Other resources