Volunteer-only resource materials

Consumer forms

Consumer forms resources for SHIBA volunteers
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Counseling checklist (PDF, 179.68 KB)
2025 Medicare quick reference job aid (PDF, 229.25 KB)
Application for enrollment in Part B (PDF, 69 KB)
Request for employment information (PDF, 71.63 KB)
WSHA standard charity care guidance (PDF, 217.50 KB)
WSHA standard financial assistance application form (Word, 31.20 KB)

Disability

Disability resources for SHIBA volunteers
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Disability basics (PDF, 266.77 KB)
Disability resources (PDF, 115.56 KB)

General Medicare

General Medicare resources for SHIBA volunteers
Resource material document name	Document image
Guide to consumer mailings from CMS, Social Security & plans (PDF, 124.25 KB)
Medicare help rainbow chart (PDF, 428.33 KB)
Using your Medicare Unique ID (PDF, 193.97 KB)
People with Medicare and other coverage (PDF, 312.10 KB)
Understanding the Medicare Beneficiary Identifier (MBI) Format	CMS publication
Job aid: IEP-GEP-SEP explained through scenarios (PDF, 272.71 KB)

Medicare prescription drug coverage (Part D)

Medicare prescription drug coverage (Part D) resources for SHIBA volunteers
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SHIP-designated phone numbers (PDP & MA plans) (PDF, 254.91 KB)
Medicare Part D and Medicare Advantage with Prescription Drugs plan problem solving (PDF, 124.61 KB)
Medicare Plan Finder searches for insulin (PDF, 271.98 KB)

Medicaid/MSP/Extra Help

Medicaid/MSP/Extra Help resources for SHIBA volunteers
Resource material document name	Document image
Extra Help/LIS copay levels & costs (PDF, 286.34 KB)
Medicare & Medicaid during the public health emergency (PHE) (PDF, 256.33 KB)
Calling the Health Care Authority Medicaid Phone System (PDF, 894.11 KB)
Limited Income Net Program (LINET) brochure (	Online
Medicare Savings Programs - Reference guide (PDF, 398.17 KB)	Online
SHIBA screening tool for MSP and Extra Help (PDF, 97.65 KB)
Transitioning from MAGI Medicaid to Medicare (PDF, 761.19 KB)
Washington Apple Health dental coverage	Online
Extra Help/LIS (Low-Income Subsidy) program application guide (PDF, 2.00 MB)
STARS Beneficiary Contacts MIPPA instructions (PDF, 274.19 KB)
Medicare Savings Programs (MSP) application guide (PDF, 2.20 MB)

Original Medicare (also called "Traditional") or Medicare Advantage

Original Medicare or Medicare Advantage resources for SHIBA volunteers
Resource material document name	Document image
What would work better for you? Deciding between Traditional Medicare and a Medicare Advantage plan	Online
Choosing between Traditional Medicare and Medicare Advantage	Online

Medical terms/acronyms

Medical terms/acronyms resources for SHIBA volunteers
Resource material document name	Document image
CMS frequently used acronyms (PDF, 184.02 KB)
Glossary of health coverage and medical terms (PDF, 116.90 KB)
SHIBA continuing education acronyms (PDF, 166.43 KB)

Veterans

Veteran resources for SHIBA volunteers
Resource material document name	Document image
Veteran health care and Medicare (PDF, 230.47 KB)

Miscellaneous

Miscellaneous resources for SHIBA volunteers
Resource material document name	Document image
Language Link Services	Online
Seniors and the Washington Healthplanfinder (PDF, 126.28 KB)
SHIBA and PEBB: Counseling roles (PDF, 250.96 KB)
Advising complaint process and checklist (PDF, 270.06 KB)
SMP volunteer process: What to do if you suspect errors or fraud (PDF, 221.42 KB)
Tips for SHIBA volunteers who work from home and phone counsel clients (PDF, 278.93 KB)
SHIBA volunteer handbook (PDF, 861.57 KB)
SHIBA counseling resources with links (PDF, 270.98 KB)
Quick desk reference for OEP and general counseling (PDF, 238.83 KB)

Referral guide

Referral guide resources for SHIBA volunteers
Resource material document name	Document image
Cross-agency desk aid (PDF, 1,011.26 KB)
Other State Health Insurance Programs (SHIP) (PDF, 58.72 KB)
Resource referral guide (PDF, 195.88 KB)

See also

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