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Forms and resources

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We understand that your time is valuable. That's why we've collected important forms, nifty checklists, and other helpful resources all in one place. Here are just a few:
Preparing for your Transitions Consultation
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Understanding Short-Term Medical Insurance
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Understanding the Affordable Care Act
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Off-Boarding Support Checklist
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Social Security FAQ
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How to enroll in Medicare — Part A
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How to enroll in Medicare — Part B
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How to enroll in Medicare — Part A & B
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Get access to more forms by booking an appointment with an advisor today.
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Copyright 2024 Transitions Benefit Group. All rights reserved
Important disclosures about Medicare Plans: Medicare has neither endorsed nor reviewed this information. Not connected or affiliated with any United States Government or State agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
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