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Planning Center

Planning Tool · Understand

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Medicare Readiness Checklist

A personalized planning assessment that helps you understand which Medicare and TRICARE For Life planning steps you've already completed — and which ones may be worth reviewing next.

Answers the question: "Am I ready for my Medicare transition?"

A personalized planning assessment

Transitioning to Medicare involves more than simply enrolling. This checklist helps you understand which planning steps you've already completed and which ones you may still want to review.

There is no perfect score and no required order. Complete only the steps that are helpful to you. Your responses are saved on this device only — no account required.

Your readiness summary

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Just Getting Started

We're glad you're here. Continue learning through the lessons — there's no rush, and no perfect order.

Medicare Basics

Foundational understanding of how Medicare and TFL work.

0 / 3

Enrollment

Timing, paperwork, and DEERS.

0 / 4

Costs

What you'll pay — and what you might not have to.

0 / 4

Healthcare Decisions

How you'll actually get care.

0 / 4

Pharmacy

Prescription coverage for TFL beneficiaries.

0 / 2

Planning Ahead

Optional next steps as you get closer to a decision.

0 / 2

Bring this checklist to an MTF counselor, your spouse, or an upcoming appointment.

About this checklist

Is there a passing score?
No. This checklist is designed to give you confidence — not anxiety. Every item is optional and the right order depends on your situation.
Will MedicareAndTFL see my answers?
No. Your checked items are stored locally in your browser. Nothing is transmitted.
What if I'm not sure about an item?
Leave it unchecked. The "What to review next" section below will surface a short lesson, glossary entry, or FAQ to help you understand it.

Other planning tools

Continue your planning journey. Every tool is educational — no enrollment required.

Every tool cites official CMS, SSA, and Defense Health Agency sources where applicable.