Consumer forms

Consumer forms resources for SHIBA volunteers

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Counseling checklist (PDF 179.68KB)
A thumbnail image of the counseling checklist, a SHIBA job aid.
2026 Medicare quick reference job aid (PDF 238.08KB)
2026 Medicare quick reference job aid

Application for enrollment in Part B (PDF, 69 KB)

A thumbnail of the application for enrollment in Medicare part B.

Request for employment information (PDF, 71.63 KB)

A thumbnail of the request for employment information form.
WSHA standard charity care guidance (PDF 217.50KB)
A thumbnail of the WSHA standard charity care guidance and instructions.
WSHA standard financial assistance application form (DOCX 31.20KB)
A thumbnail of the WSHA standard financial assistance application form.

Disability

Disability resources for SHIBA volunteers

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Disability basics (PDF 266.77KB)
A thumbnail image of the disability basics fact sheet, a SHIBA job aid.
Disability resources (PDF 115.56KB)
A thumbnail image of a quick reference sheet for various disability resources, a SHIBA job aid.

General Medicare

General Medicare resources for SHIBA volunteers

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Guide to consumer mailings from CMS, Social Security & plans (PDF, 124.25 KB)
A thumbnail image of the Guide to consumer mailings from CMS, Social Security & plans.
Medicare help rainbow chart (PDF 332.89KB)
A thumbnail image of the Medicare help rainbow chart, a SHIBA job aid.
Using your Medicare Unique ID (PDF 193.97KB)
A thumbnail image of the Using your Medicare Unique ID SHIBA job aid.
People with Medicare and other coverage (PDF 312.10KB)
A thumbnail image of the People with Medicare and other coverage job aid.

Understanding the Medicare Beneficiary Identifier (MBI) Format

CMS publication

Job aid: IEP-GEP-SEP explained through scenarios (PDF 272.71KB)
A thumbnail image for the IEP-GEP-SEP explainer SHIBA job aid.

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 254.91KB)
A thumbnail image for the SHIP designated phone numbers for PDP and MA plans.
Medicare Part D and Medicare Advantage with Prescription Drugs plan problem solving (PDF 124.61KB)
A thumbnail image of the Medicare Part D and Medicare Advantage with Prescription Drug plan problem solving SHIBA job aid.
Medicare Plan Finder searches for insulin (PDF 271.98KB)
A thumbnail image of a guide on using the Medicare Planfinder for insulin searches, a SHIBA job aid.

Medicaid/MSP/Extra Help

Medicaid/MSP/Extra Help resources for SHIBA volunteers

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Extra Help/LIS copay levels & cost (PDF 288.39KB)
Medicare & Medicaid during the public health emergency (PHE) (PDF 256.33KB)
Calling the Health Care Authority Medicaid Phone System (PDF 894.11KB)
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 97.65KB)
Transitioning from MAGI Medicaid to Medicare (PDF 761.19KB)

Washington Apple Health dental coverage

Online
Extra Help/LIS (Low-Income Subsidy) program application guide (PDF 2.00MB)
STARS Beneficiary Contacts MIPPA instructions (PDF 274.19KB)
Medicare Savings Programs (MSP) application guide (PDF 2.20MB)

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

Original Medicare or Medicare Advantage resources for SHIBA volunteers

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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

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CMS frequently used acronyms (PDF 184.02KB)
Glossary of health coverage and medical terms (PDF 116.90KB)
SHIBA continuing education acronyms (PDF 166.43KB)

Veterans

Veteran resources for SHIBA volunteers

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Veteran health care and Medicare (PDF 230.47KB)

Miscellaneous

Miscellaneous resources for SHIBA volunteers

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

Referral guide

Referral guide resources for SHIBA volunteers

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Cross-agency desk aid (PDF 1,011.26KB)
Other State Health Insurance Programs (SHIP) (PDF 58.72KB)
Resource referral guide (PDF 195.88KB)