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pdfMedical Planner
2025-2026
A Message from
Thank you for participating in the Medicare Current Beneficiary
Survey (MCBS). With your help, we are working to make Medicare
a more cost-effective and more high-quality form of health insurance
that meets the needs of all beneficiaries. As a reminder, whether you
take part in the survey is entirely your choice. Your Medicare benefits
will not be affected by the answers that you give, or by whether or
not you participate. Also, your answers must be kept private and
confidential. The Federal Privacy Act of 1974 requires this.
William Long—Project Officer
A Message from
Your participation in the MCBS provides valuable information to
both researchers and policymakers about the needs of Americans
who have Medicare health insurance.
CMS collects large amounts of information about hospitals, doctors,
and other medical professionals. They can tell how Medicare works
for those groups, but the only way to learn about how the Medicare
program works for people like you is to ask. AARP supports this
survey because we think it is important. Please take part and help
improve your Medicare program.
How to Use Your Planner
We are providing this planner to help you organize your doctor
visits, possible hospital stays, and other health care-related events.
This will help you by providing you one place to keep track of all of
these items, both for planning purposes and when trying to recall
events with your interviewer. It will also help us ensure that the
information we collect is as accurate as possible. If the information
we collect does not accurately represent what is going on in your life,
it will not be as helpful at improving Medicare.
When using this planner, it is important to record the following
types of information in the appropriate date square:
• Doctor and dentist appointments
• When prescribed medicines are filled or re-filled
• The total cost of an event and what you paid
• Hospital visits, including to the emergency room or as
an outpatient
• Labs, x-rays, and other tests
• Nursing home stays
• Home health visits by a medical professional, family member,
or friend
• Eyeglasses, diabetic equipment, ambulance services, or other
medical items purchased
Important Contact Information
For questions or concerns about the survey you can contact MCBS
staff at NORC at the University of Chicago at any time.
Call toll-free at: 1-844-777-2151
Email at: [email protected]
Visit us at: mcbs.norc.org
If you have any questions or concerns about Medicare or your
government benefits in general, please refer to the information
below:
Call the Medicare Hotline toll-free at: 1-800-633-4227
Call the Medicare Fraud Hotline toll-free at: 1-800-447-8477
Call the Social Security Administration toll-free at: 1-800-772-1213
Visit the Centers for Medicare & Medicaid Services at:
www.cms.gov
Visit AARP at: www.aarp.org
MY MEDICAL ADDRESS BOOK
Doctor Name: ______________________________________________________________________
Doctor Name: ______________________________________________________________________
Practice Name: _____________________________________________________________________
Practice Name: _____________________________________________________________________
Type of Dr:_________________________Phone: ( __________ ) _____________________________
Type of Dr:_________________________Phone: ( __________ ) _____________________________
Address: __________________________________________________________________________
Address: __________________________________________________________________________
City: _______________________________________ State:______ Zip: _______________________
City: _______________________________________ State:______ Zip: _______________________
Notes: ___________________________________________________________________________
Notes: ___________________________________________________________________________
Doctor Name: ______________________________________________________________________
Doctor Name: ______________________________________________________________________
Practice Name: _____________________________________________________________________
Practice Name: _____________________________________________________________________
Type of Dr:_________________________Phone: ( __________ ) _____________________________
Type of Dr:_________________________Phone: ( __________ ) _____________________________
Address: __________________________________________________________________________
Address: __________________________________________________________________________
City: _______________________________________ State:______ Zip: _______________________
City: _______________________________________ State:______ Zip: _______________________
Notes: ___________________________________________________________________________
Notes: ___________________________________________________________________________
Doctor Name: ______________________________________________________________________
Doctor Name: ______________________________________________________________________
Practice Name: _____________________________________________________________________
Practice Name: _____________________________________________________________________
Type of Dr:_________________________Phone: ( __________ ) _____________________________
Type of Dr:_________________________Phone: ( __________ ) _____________________________
Address: __________________________________________________________________________
Address: __________________________________________________________________________
City: _______________________________________ State:______ Zip: _______________________
City: _______________________________________ State:______ Zip: _______________________
Notes: ___________________________________________________________________________
Notes: ___________________________________________________________________________
Doctor Name: ______________________________________________________________________
Doctor Name: ______________________________________________________________________
Practice Name: _____________________________________________________________________
Practice Name: _____________________________________________________________________
Type of Dr:_________________________Phone: ( __________ ) _____________________________
Type of Dr:_________________________Phone: ( __________ ) _____________________________
Address: __________________________________________________________________________
Address: __________________________________________________________________________
City: _______________________________________ State:______ Zip: _______________________
City: _______________________________________ State:______ Zip: _______________________
Notes: ___________________________________________________________________________
Notes: ___________________________________________________________________________
AUGUST 2 0 2 5
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OCTOBER 2 0 2 5
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NOVEMBER 2 0 2 5
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DECEMBER 2 0 2 5
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JA NUA RY 2 0 2 6
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FEBRUA RY 2 0 2 6
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MARCH 2 0 2 6
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APRIL 2 0 2 6
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M AY 2 0 2 6
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J U LY 2 0 2 6
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AUGUST 2 0 2 6
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JA NUA RY 2 0 2 7
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Any other questions?
Please feel free to contact MCBS staff at NORC at the University of Chicago at any time.
Call toll-free at: 1-844-777-2151
Email at: [email protected]
Visit us at: mcbs.norc.org
http://www.cms.gov/MCBS
This survey is authorized by section 1875 (42 USC 139511) of the Social Security Act and is conducted by NORC at the University of Chicago
for the U.S. Department of Health and Human Services. OMB control number for this information collection is 0938-0568, and expires 08/31/2027.
| File Type | application/pdf |
| File Title | MCBS Medical Planner 2025 through 2026 |
| Subject | Medical Planner |
| Author | NORC at the University of Chicago |
| File Modified | 2025-05-30 |
| File Created | 2025-05-29 |