SHICK Counselor Information and Resources

The following documents are available for download from this page.

The 2017 Federal Poverty Guidelines and LIS Resource Limits details the income and resource limits for the Social Security Extra Help program for Medicare Part D (Prescription Drug Coverage).

The Medicare Plan Finder Intake form is for use by counselors when reporting problems or issues with the Medicare Plan Finder, especially during the annual Open Enrollment Period. Once you complete this form, it should be forwarded to your Regional Manager.

The Medicare Part D Drug Coverage Worksheet is used when counseling Medicare beneficiaries with the Part D coverage.

The SHICK Handbook is updated annually and is used by counselors as a Reference handbook for Medicare questions. This document is in PDF format, 260 pages, formatted to be printed double-sided with an inner margin large enough for 3-hole punching. It can be downloaded to your computer, tablet, smartphone, or other electronic device for electronic use.

Medicare Plan Finder Intake Form Instructions

Please follow the instructions below when filling out an intake form to report a potential issue with the Medicare Plan Finder. Make sure you fill out all required fields before submitting your form. Forms that are missing required information will be returned for your completion before they can be shared with the CMS plan finder team.

  • 1. Date of Reported Problem (Required)

  • 2. Time of Reported Problem (Required)

  • 3. Has the Problem Been Replicated? If So, When? (Required)

  • 4. Which Search Did You Use? (Required)

  • 5. Zip Code and County, if Zip Code Covers More than One (Required)

  • 6. At Which Step are You Reporting a Problem? (Required)

  • 7. Subsidy Level (Required)

  • 8. Drug List ID

  • 9. Password Date

  • 10. Name, Dosage, and Quantity of Drug(s) in Question

  • 11. Plan Name or Contract ID and Plan ID

  • 12. Web Page Title (Required)

  • 13. Detailed Description of the Problem (Required)

FileTypeSizeUploaded onDownload
2017 Federal Poverty Guidelines and LIS Resource LimitsPDF277.12 KB05 Feb, 2015 Download
Medicare Plan Finder Intake FormPDF26.69 KB29 Sep, 2014 Download
2017 Medicare Part D Drug Coverage WorksheetPDF317.96 KB29 Sep, 2014 Download
2017 SHICK HandbookPDF2.70 MB29 Sep, 2014 Download

State Health Insurance Assistance Program

Visit SHICK State Health Insurance Assistance Program National Performance Reporting Data for more information about the SHIP program, including how to register on the National Performance Reporting website, creating a unique ID and downloading forms.