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Medicare Forms

The official forms you're most likely to need and what each one is for. Download, print and fill them out at home.

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Getting Part B

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CMS-40B

Request for Enrollment in Part B

Use it when: You already have Part A and want to sign up for Part B.

Goes to: Social Security

Download PDF
CMS-L564

Request for Employment Information

Use it when: You're signing up for Part B late because you had job-based coverage. Your employer fills out part of it as proof.

Goes to: Social Security

Download PDF

Paying for Medicare and help with costs

SF-5510

Authorization Agreement for Pre-authorized Payments

Use it when: Set up Medicare Easy Pay so your premium is taken from your bank account each month.

Goes to: Medicare

Fill out and print
SSA-44

Medicare Income-Related Monthly Adjustment Amount: Life-Changing Event

Use it when: Your income went down because of a big life change, like retiring, and you're paying IRMAA based on older, higher income.

Goes to: Social Security

Download PDF
SSA-1020

Application for Extra Help with Medicare Prescription Drug Plan Costs

Use it when: You have limited income and resources and want help paying for your prescriptions.

Goes to: Social Security

Apply online

Getting help, claims and appeals

CMS-10106

Authorization to Disclose Personal Health Information

Use it when: You want Medicare to be able to talk with a family member or someone you trust about your claims.

Goes to: Medicare

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CMS-1490S

Patient Request for Medical Payment

Use it when: Your doctor or supplier didn't file a claim with Original Medicare, so you need to file it yourself.

Goes to: Medicare

Download PDF
CMS-20027

Redetermination Request

Use it when: You disagree with a coverage or payment decision from Original Medicare and want to appeal.

Goes to: Medicare

Download PDF
CMS-1696

Appointment of Representative

Use it when: You want someone else, like a family member, to help with your appeal.

Goes to: Medicare

Download PDF