Medicare Advantage selection

Medicare Advantage (Part C) plans are offered by private insurance companies approved by Medicare. They provide all Part A and Part B benefits, and most include Part D drug coverage (MAPD plans).

35 steps across 8 sections

1. Confirm Your Eligibility

  • Must be enrolled in Medicare Parts A and B
  • Must live in the plan's service area
  • Cannot have End-Stage Renal Disease (ESRD) in most cases (exception: some plans now accept ESRD under recent rules)

2. Gather Your Current Information

  • List all current doctors, specialists, and hospitals
  • List all prescription medications with dosages
  • Note any upcoming procedures or treatments
  • Review your current healthcare spending patterns

3. Compare Plan Networks

  • Verify your preferred doctors and hospitals are in-network
  • Check network type: HMO (need referrals, in-network only), PPO (out-of-network allowed at higher cost), PFFS
  • Ask specifically if your specialists participate in the plan
  • Confirm your preferred pharmacy is in the plan's network

4. Evaluate Total Costs

  • Monthly premium Many MA plans have $0 premium (on top of the $202.90 Part B premium you still pay)
  • Annual deductible Varies by plan
  • Copays/coinsurance Per-visit costs for doctors, specialists, hospital stays
  • Out-of-pocket maximum CMS cap is $9,250 in-network for 2026 — compare plans' actual maximums
  • Drug costs Review the plan's formulary tiers and drug copays

5. Check Prescription Drug Coverage

  • Enter your medications into Medicare Plan Finder to compare drug costs
  • Review the plan's formulary (list of covered drugs)
  • Check for prior authorization, step therapy, or quantity limits on your medications
  • Note the standard Part D deductible ($615 in 2026) — some MA plans waive it

6. Review Extra Benefits

  • Dental coverage (preventive and/or comprehensive)
  • Vision (exams and eyewear allowances)
  • Hearing (exams and hearing aid benefits)
  • Fitness programs (SilverSneakers, gym memberships)
  • Over-the-counter (OTC) benefit allowances
  • Transportation to medical appointments
  • Read the Evidence of Coverage (EOC) for exact benefit details and limits

7. Check Quality Star Ratings

  • CMS rates every MA plan on a 1-to-5 star scale
  • Ratings cover quality of care, chronic condition management, member satisfaction
  • 4+ star plans may offer extra benefits and lower costs
  • View ratings at medicare.gov/plan-compare

8. Enroll in Your Chosen Plan

  • Online Through the plan's website or medicare.gov
  • Phone Call the plan directly or 1-800-MEDICARE
  • In person Through a licensed insurance agent
  • Enrollment periods: IEP, Annual Open Enrollment (Oct 15-Dec 7), MA Open Enrollment (Jan 1-Mar 31)

Common Mistakes

  • Choosing solely based on $0 premium
  • Not verifying doctor participation
  • Ignoring the out-of-pocket maximum
  • Not checking drug formulary
  • Not reviewing the Annual Notice of Change

Pro Tips

  • Use Medicare Plan Finder (medicare.gov/plan-compare) to compare all plans in ...
  • Call potential plans and ask specific questions about your doctors, drugs, an...
  • Consider a PPO if you travel frequently or see out-of-area specialists
  • Look at the plan's star rating history, not just the current year
  • Get free help from SHIP counselors (State Health Insurance Assistance Program)

Sources

Related Checklists