Medicare-Eligible Forms

The Centers for Medicare & Medicaid Services (CMS) requires us to post the following disclaimers.

Teague Financial does not represent or enroll people in Medicare (a Federal Health Insurance Program). Teague Financial does not offer every plan available in California. Currently, we represent 11 organizations which offer 77 products in San Diego County. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options. As of 10/1/2022, CMS requires agents to record sales calls and retain those records for 10 years. We may be compensated if you enroll in a plan. You are not obligated to enroll in a plan. All meetings with Medicare-Eligible clients are limited to discussing only health-related products, like Medicare-Advantage, Medicare Supplements and/or Part D Prescription Drug coverage, if needed. To see Medicare Costs and IRMAA (Income-Related) Premiums: Click here (2025).

Medicare Eligible e-Forms

Often Used

Medicare Official Documents