Keeping Track of Important Benefits Information

Not long after you sign up for your benefits plan, it seems like you are bombarded with information and cards. You might have different carriers for your medical, vision, dental, and life, each with their own cards, ID numbers, and contact information. If you are anything like me, you will most likely misplace one or all of these at least once throughout the year (and usually when you need it the most).

After years of scrambling to find all of my important plan information when I needed it, I decided to input it all into a document and save it to my computer. This way, even when I could not find my card, I would have all of the pertinent information for my benefits in one place.

Think this tool might be helpful for you too? Try a set up like this:

My Important Benefits Information

Medical Coverage:

Carrier:
Plan Type:
ID Number:
800 Number:
Notes:

Dental Coverage:

Carrier:
Plan Type:
ID Number:
800 Number:
Notes:

Vision Coverage:

Carrier:
Plan Type:
ID Number:
800 Number:
Notes:

Life Coverage:

Carrier:
Plan Type:
ID Number:
800 Number:
Notes:

If you would like to download a PDF version of this, you can click here:

Important Plan Information