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Help someone. Protect their choices.
Medicare support starts with permission.
Let them lead
Ask what help they want. Keep their priorities and decisions at the center.
Confirm permission
Ask Medicare or the plan what authorization it needs before discussing another person's information.
Protect their Medicare number
Treat it like a credit card. Do not share it with unexpected callers or trade it for gifts.
Pause and verify
If a call feels suspicious, hang up. Call the number on the member card or 1-800-MEDICARE. Review notices for services never received.
General education • Medicare.gov • Reviewed September 2026
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finwell.health/learn/guides/helping-someone-safely
Details, checklist & official sources
This graphic is a summary. The companion guide explains qualifications and gives you a next-step checklist.
Read the companion guide