The Health Insurance Details to Keep Handy

Why It Matters:

  • Organize your health insurance information so your family isn’t scrambling during an emergency.
  • Make sure to include online portal login details since most medical information is offered digitally.
  • Don’t forget to include supplemental insurance like vision, dental, and specialists.

Everplans tkc.profilePicture Written by: Everplans
Jan. 19, 2018

2 Min readClock Icon

Health insurance can get very complicated very quickly, especially when you or your dependents experience a medical emergency.

Our goal is to help you keep all that vital information in one place so it’s accessible when you need it. To keep it simple, we’ve broken it out into two parts: primary and supplemental.

Primary health insurance

What type of insurance do you have?

  • Private – employer.
  • Private – individual.
  • Medicare.
  • Medicaid.
  • Military.
  • Federal employee.
  • None.
  • Other.

If you have private insurance, include these details:

  • Carrier.
  • Member name.
  • Member ID number.
  • Group ID number (if applicable).
  • Prescription ID number.
  • Dependents.
  • Location of insurance card and key policy documents.
  • Online portal information (URL/email/username).

If you have public or government-issued insurance, include these details:

  • Name of beneficiary or member.
  • Member ID number.
  • Claim number (for Medicare).
  • Issuing state (for Medicaid).
  • Plan ID number (for military and federal employees).
  • Location of insurance card and key policy documents.
  • Online portal information (URL/email/username).

Supplemental health insurance

Make sure you list out each type of supplemental insurance you have (example: vision, dental, etc.), and then it pretty much follows the same format as primary coverage above. (If you skipped that section, please move your eyeballs a few inches up the page, and enjoy.)

Here are standard types of supplemental insurance to get you started:

  • Medigap (Medicare Supplement Insurance).
  • Vision.
  • Dental.
  • Prescriptions.

After determining the type you have, include this along with it:

  • Carrier name.
  • Member name.
  • Personal ID number.
  • Group ID number (if applicable).
  • Dependents.
  • Name of employer or entity providing coverage.
  • Location of insurance card or key policy documents.

Keep your plan up-to-date: To make sure all of the stuff listed above is neatly organized, updated, and shared, you can store it in an Everplan. Not familiar with an Everplan? You can learn more, and sign up here.

Things to Consider

  • Take photos of your insurance cards, and keep them on your phone just in case.
  • Make a note of all the prescriptions you have on auto-refill so your family can stop them if something happens to you.
  • It’s smart to make general notes about the doctors you see so your family knows what to expect if they ever have to meet with them.

This article is provided by Everplans — a life and legacy planning company dedicated to transforming the way people get their families organized. For more information, visit:



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Tags in this article

Insurance Family Health Insurance Healthcare Medicare Medicaid

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