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Health Insurance Open Enrollment

A checklist for open enrollment: reviewing your current plan, comparing options, checking networks and costs, and keeping your records.

What this tool does

A checklist for open enrollment: reviewing your current plan, comparing options, checking networks and costs, and keeping your records.

How to use

  1. Work down the list and tick each item as you finish it.
  2. Ticks are saved on this device, in your browser, so they are still there when you come back.

What this checklist covers

The list has 1 group and 10 items.

  • Health Insurance Open Enrollment (10 items): Review how much you used your current plan; Compare the plans on offer; Check whether your providers are in each plan's network; Work out the total yearly cost of each plan, including premiums and what you pay out of pocket; Review prescription coverage; Find out whether a tax-advantaged health account is offered, such as an HSA or FSA in the US; Check dental and vision options; Update dependent information; Find out your enrollment deadline and submit before it; Save your confirmation documents

Tip: Tick each item as you do it. Ticks are saved on this device.

Limitations

  • It does not know your plans, prices, deadlines or eligibility. Get those from your insurer or employer.
  • It is not insurance, financial or legal advice.
  • Ticks are saved only in this browser on this device.

FAQs

Q: Does this checklist work for any insurance system?
A: It is a general list of steps. Plan names, deadlines and rules differ by country, insurer and employer, so confirm the details with your plan provider.
Q: Does it compare plans for me?
A: No. It reminds you what to look at. You do the comparing using your own plan documents.
Q: Are my ticks saved?
A: Yes. Ticks are saved in your browser on this device and are not sent anywhere. They do not follow you to another device or browser.

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