Planning Worksheet

A Little Help Never Hurts

As you work toward choosing a health plan, it will be helpful to have the following items on hand as you complete the worksheet provided in this section of the Web site:

  • Benefits information for each plan you are considering (This should be provided to you by your employer's benefits manager. If you are self-employed, request benefits information from the sales representatives for the plans you are considering.)
  • Receipts from the previous year's medical expenses
  • A list of the physicians you and your family see
  • Pencil and paper

Click here to view the Planning Worksheet in PDF format.

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