Tool category
Free Benefits tools and checklists
Explore practical benefits worksheets built for older adults, caregivers, adult children, and families. Most tools work without an account.
Showing 23 tools in Benefits.
Medicare Savings Programs Checklist
Screen 2026 QMB, SLMB, QI, and Extra Help starting points, then organize benefit notices, application status, and follow-up before calling your state, Medicare, Social Security, or SHIP.
BenefitsBenefits Checkup & Local Help Planner
Prepare a calm benefits review for food, medicine, Medicare costs, utilities, transportation, caregiver support, and local aging services.
BenefitsUtility Bill Relief & Shutoff Prevention Planner
Prepare LIHEAP, weatherization, utility shutoff, medical-device, and local assistance questions before energy costs become urgent.
BenefitsMedicare Annual Enrollment Review Planner
Prepare a practical Medicare plan review checklist for drugs, doctors, pharmacies, costs, notices, and unbiased help before enrollment decisions.
BenefitsMedicare Initial Enrollment & Working Past 65 Planner
Prepare Medicare sign-up, employer coverage, Part B timing, Part D creditable coverage, and SHIP questions before turning 65 or leaving work coverage.
BenefitsMedigap Enrollment Rights Planner
Organize Medigap Open Enrollment, guaranteed issue, state-rights, proof-document, SHIP, and plan-comparison questions before buying or switching Medicare Supplement coverage.
BenefitsMedicare Prescription Payment Plan Review Worksheet
Organize 2026 Part D payment-plan questions, timing, Extra Help checks, pharmacy steps, and plan calls before deciding whether monthly billing fits.
BenefitsMedicare Part D Drug Exception Planner
Prepare plan, pharmacy, prescriber, formulary exception, prior authorization, step therapy, quantity limit, and appeal questions when a Part D medicine is delayed or denied.
BenefitsMedicare Advantage Prior Authorization Tracker
Track a Medicare Advantage medical prior authorization, confirm the request and 2026 decision timeframe, prepare plan and provider questions, and organize next steps after approval, delay, or denial.
BenefitsMedicare Denial & Appeal Organizer
Organize Medicare denial notices, appeal deadlines, provider support, evidence, and unbiased help before calling Medicare, a plan, SHIP, or a qualified professional.
BenefitsPACE Program Fit & Call Planner
Prepare age, service-area, nursing-home-level care, safe-at-home, provider-choice, cost, transportation, and enrollment questions before calling a PACE program.
BenefitsMedicaid LTSS Planning Checklist
Organize Medicaid long-term services and supports, home and community-based services, nursing home Medicaid, PACE, and local aging-office questions.
BenefitsHCBS Waiver Waitlist Tracker
Track Medicaid home and community-based services waitlist status, reassessment timing, backup care, notices, and local follow-up questions.
BenefitsMedicaid Renewal & Spend-Down Notice Organizer
Organize Medicaid renewal notices, missing paperwork, spend-down questions, coverage deadlines, and state-agency follow-up before coverage is interrupted.
BenefitsVA Aid & Attendance Planner
Prepare calm questions, records, care evidence, accredited-help checks, and fraud red flags before exploring VA Aid and Attendance or Housebound benefits.
BenefitsVA Family Caregiver Application Planner
Prepare PCAFC eligibility questions, a joint VA Form 10-10CG application, caregiver roles, evaluations, training, and follow-up without entering private details.
BenefitsSocial Security Representative Payee Record Organizer
Prepare SSA payee questions, account setup checks, monthly recordkeeping habits, reporting changes, and beneficiary safeguards without entering private financial details.
BenefitsSocial Security Advance Designation Planner
Prepare privacy-safe questions, trusted-person criteria, review reminders, and official SSA next steps before naming potential future representative payees.
BenefitsSSI Application Preparation Planner
Organize SSI eligibility, application, document, living-arrangement, accessibility, and follow-up questions without entering private financial or medical details.
BenefitsSocial Security Decision & Appeal Organizer
Organize an SSA decision notice, appeal deadline, filing path, evidence, accessibility support, and follow-up without entering private claim details.
BenefitsSocial Security Survivor Benefits Call Planner
Prepare SSA survivor benefit, death report, lump-sum death payment, child benefit, and records questions before calling Social Security.
BenefitsSocial Security Overpayment Response Planner
Organize SSA overpayment notice questions, appeal, waiver, repayment-rate, recordkeeping, and family follow-up steps without entering private benefit details.
BenefitsSNAP, Meals & Grocery Help Planner
Prepare SNAP, senior meal, food box, farmers market, grocery access, and local aging-service questions without entering private financial details.