Forms

Forms & Publications:

How to sign up for Part B of Medicare if you are NOT already receiving Social Security benefits. This form gives detailed instructions on how you can sign up online for Part B of Medicare if you are not already getting Social Security benefits:
How to apply online for Medicare only

This is one of two forms you will need if you continued to work and stayed on your or your spouse’s group health coverage at age 65 and also delayed enrolling in Part B of Medicare. You will need to have this form completed by your employer so that you can avoid a late enrollment penalty when you enroll in Part B of Medicare:
Form CMS-L564 – Employer Information Request Form

This is the second of the two forms you will need to enroll in Part B of Medicare after age 65 and not be subject to a late enrollment penalty. Y0u will first need to get Form CMS-L564 completed by your employer. Next, you will complete form CMS-40B and take both of these forms to the local Social Security office. They will then be able to help you get set up for Part B of Medicare:
Form CMS-40 B – How to sign up for Part B – if you already have Part A

This is a four page publication that gives a general overview of what Medicare is, how it works and some of the options you have when you start Medicare.
What is Medicare – 4 pages

This is a 52 page publication that focuses primarily on explaining the details involved in understanding, choosing and applying for a Medicare supplement health insurance policy.
2015 – Choosing a Medigap Policy

This is the 160 page 2016 version of the Medicare and You Handbook. This publication contains information on all things Medicare. This publication is obviously very lengthy and can get a bit confusing. Sometimes trying to read this publication can lead to added confusion instead of providing clarity. Please give us a call if you have more questions than answers – 800-499-1942.
2016 Medicare and You Handbook