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Annual Enrollment Period Prep Worksheet

Walk into the Annual Enrollment Period with everything on one page

October 15 to December 7 goes fast. This fill-in worksheet captures your current plan, premiums, doctors, and medication list before the window opens, so comparing plans takes minutes instead of evenings.

It includes a guided section for your Annual Notice of Change: the September letter most people never open, and the single best predictor of an expensive January surprise.

What's inside

  • Fill-in lines for your current plan, premiums, doctors, and medication list
  • A guided section for reading your Annual Notice of Change
  • The questions to answer before deciding to switch or stay

Want the full background first? Read the companion article: free guide on this topic.

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