Great, you are in the right place!
Please Follow Steps Below:
Switch to a Supplement from Advantage Plan Review
Step 1: Switch from Advantage Plan to Supplement Review Form and Scope of Appointment Form
Per Medicare guidelines, we are required to have this signed by you prior to discussing your prescription plan or Advantage plan. The Scope of Appointment form is included as the last 2 pages of the forms below. If you are printing and filling the forms out you will need to initial next to Medicare Advantage Plans (Part C) and Stand-alone Medicare Prescription Plan (Part D); next sign and date under “Beneficiary or Authorized Representative…”.COMPLETE FORMS BELOW
We prefer you complete these forms using the Complete ONLINE link. It will ask you for your email address then send you a link through your email where you can complete the forms online. If you struggle with this method you can click the Download & Fill Out Forms to print them and fill them out by hand.
ONLY IF YOU DOWNLOADED & COMPLETED FORMS – Step 2: Submit Your Form(s)
If you printed your forms and completed them by hand you can submit them by:
- Scan and email to [email protected]
- Fax to 317-558-9889
- Or mail them to: Keys To Medicare; 15010 Glenmoor Cir, Carmel IN 46033
Step 3: We Will Contact You
Once you have submitted your forms we will send you an email confirmation that we have received them within 48 business hours. If you have not received confirmation please resubmit your forms. Please keep an eye on your email for updates and review information if an email address has been provided.
We will work quickly to get everyone’s review done, however, we ask that you please be patient with us. There are ~2,000 of you and 2 of us. We promise to get in touch with you before Thanksgiving, so you may not hear from us for a few weeks. We work through our list of people (and pots of coffee 
) as quickly as we can.
Lastly, we hope we have provided you with excellent service and would appreciate it if you would spread the word. If you know of a friend, family member or neighbor that would benefit from our services they can contact us by providing them with this link: www.KeysToMedicare.com/aep. We are blessed to be able make a living by helping people and truly enjoy what we do.