CLICK HERE TO UPDATE YOUR INFO FOR THE UPCOMING MEDICARE & OBAMACARE ENROLLMENT PERIODS
Courter Financial Services, LLC logo
Courter Financial Services, LLC logo
ANNUAL ENROLLMENT UPDATE

Please use this form to update your medication & provider information, as well as to complete the permission form required by CMS.

MEDICARE

OBAMACARE

OPEN ENROLLMENT UPDATE

Please use this form to update your Household information. Be sure to include income for everyone in the household, even those not applying for coverage.

MEDICARE SCOPE OF APPOINTMENT

Medicare requires each person to complete a "permission form" that gives your agent permission to discuss your plan options & details with you.

PRESCRIPTION LIST UPDATE

If you just need to update your prescription list that we have on file, please use this form.

MEDICARE

OBAMACARE

HOUSEHOLD INCOME UPDATE

If you just need to update your household income for the upcoming year, please use this form. Be sure to include income for everyone in the household, even those not applying for coverage.

TOLL FREE:

info@courterfinancial.com

800-355-3381

CMS required disclosure: "We may not offer every plan available in your area. Currently we represent multiple companies offering multiple Medicare Supplement, Medicare Advantage, and Medicare Part D plans. Information we provide will mostly pertain to plans we offer in your area. You may visit Medicare.gov , call 1-800-MEDICARE, or contact your local State Health Insurance Program office to get information on all of your options. Neither Courter Financial Services, LLC, nor any of its agents are affiliated with, employed by, or sponsored by the U.S. Government or Medicare."

That said, we will gladly continue to provide details on any plan for which we can find information (whether that plan is available on Medicare.gov, or through an employer/retiree program). We believe it is our responsibility as independent insurance agents to provide as much information to you as possible so that you are fully informed before making such important decisions. While you're absolutely free to contact Medicare, we'd love the opportunity to speak with you, earn your trust, and assist with your Medicare related coverage needs for years to come!

EMAIL:

478 Jacksonville Rd Bellefonte, PA 16823

ADDRESS:

We've been helping our clients save money (without sacrificing coverage) for over 50 years!

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