Counseling tools and resources
- 2026 All Counties D-SNP (XLSX 102.85KB)
- Medicare Savings Programs (MSP) application instructions desk aid (PDF 1.72MB)
- Get help paying for Medicare - information for American Indians & Alaskan Natives (PDF 300.51KB)
- 2026 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 282.29KB)
- Your SHIBA Medicare problem-solving action plan (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 202.68KB)