Forms
Whether you are a new or returning client, keeping track of all of the forms you may need to fill out can be overwhelming. Below are some of the forms you may be looking for related to Medicare or Marketplace Health Insurance.
Marketplace Health Insurance Client Packet
We have a short form for individuals—typically those under age 65—who are interested in coverage through the Federal Marketplace. This form helps us gather the basic information needed to review your options and provide plan recommendations. Please click the link to access and complete the fillable PDF, and be sure to save the form before submitting it. Once finished, return it to our office so we can assist you promptly.
Medicare Client Packet (65 & Over)
For individuals age 65 and older who would like help reviewing Medicare coverage, we’ve created a short form. It allows us to collect the details needed to evaluate your current coverage and explore available options with you. Please use the link to open and complete the fillable PDF, and remember to save the form before submitting it. Once completed, return it to our office so we can follow up with you.
Next Steps
Once you have completed and saved your forms, please return them to our office by emailing info@seniorira.com, sending a fax to 1-888-455-5590, or by dropping them off in person. Providing your forms through any of these methods allows us to review your information. After we receive them, our office will reach out to you to schedule a time to go over your options.