Financial Planning Checklist

Below is a checklist of topics to consider in preparing for your visit to Mayo Clinic. Links take you to content in the Topics section:

• Written authorization from your HMO or PPO, if either provides your insurance
  
  
• Insurance, Medicare and Medical Assistance information and cards
  
  
• Prescription plan cards
  
  
• Pre-certification and/or second surgical opinion information
  
  
• Disability insurance information
  
  
• Workers Compensation insurance information if services are work related
  
  
• Motor vehicle insurance information if services are motor vehicle related
  
  
• Other liabillity insurance information if accident occurred outside of your residence
  
  
• Forms of payment accepted