Medicare Checklists
Turning 65, enrollment timing, and appointment preparation guides will appear here.
Learning Center
Printable Guides
Plain-language Medicare and Social Security resources you can save, print, and review.
Printable Medicare and Social Security Guides
Printable Medicare and Social Security guides are coming soon.
Free: My Important Information Organizer
A printable workbook to write down everything your family would need if something happened to you — bank accounts, CDs and bonds, retirement accounts, life insurance, bills, passwords, and your funeral wishes, including prepaid plans. Includes a step-by-step checklist for your family.
Download the Blank Organizer (PDF) See a Filled-In Sample (PDF)
Free to download. No sign-up needed. Prefer a printed copy? Call 559-862-5615 (TTY 711). Keep your completed organizer in a locked, safe place. For record-keeping only — not a will or legal document.
Social Security Handouts
Claiming-age and working-while-receiving-benefits guides will appear here.