Tools and outreach samples

Tools and outreach materials

Tools

• Medicare Savings Programs
• SHIBA referral to SPD
• SHIBA referral from SPD
• SHIBA referral
• Navigating Medicare Health and Drug Plans on Medicare.gov
• Plan Finder Intake Form
• Volunteer Mentor Review 
• Medicare Advantage and Part D SEP Chart
• SHIBA Disclosure/AOR form
• Entendiendo Medicare (Spanish Medicare 101)

Sample outreach materials

• What can SHIBA do for you?
• Letter to clergy
• Letter to pharmacists
• Medicare 101 flyer 
• Part D flyer
• Press release
• Radio PSA
• Medicare Birthday Party enrollment invitation
• Volunteer training poster 
• Screening tool

Additional Tools

• Groupsite for SHIBA counselors only
• Instructions to be listed on the Medicare Agent Locator Tool
• Dental plans (2018 draft)
  
• 2018 Medicare Fact Sheet 
• 2019 Medicare Fact Sheet (updated 2/6/19)
• STARS FAQs
• SMP Certification Process
• 2019 SEP Chart