Forms

Click below on any form needed for free.

Enroll in Medicare Easy Pay - Automatic Premium Withdrawal

Form SF-5510
Authorization Agreement for Preauthorized Payments
Use this form to set up automatic monthly payment of your Part B premium directly from your bank account. This form makes sure you’ll never miss an important payment.

Income Related Monthly Adjustment (IRMAA) Appeal

Form SSA-44
Medicare Income-Related Monthly Adjustment Amount - Life-Changing Event
Use this form to appeal your IRMAA surcharge due to a “life-changing event” such as work stoppage / reduction, loss of income-producing property, and many other reasons.

GLP-1 Bridge Prior Authorization

Form GLP-1
Bridge Prior Authorization Request
Use this form to request coverage of certain GLP-1 medications such as Wegovy or Zepbound for weight reduction when you don’t have a qualifying health condition that Medicare Part D already covers for these drugs. This form must be completed by your prescribing doctor.

Application For Enrollment in Medicare Part B

Form SSA-40B
Application for Enrollment in Medicare Part B (Medical Insurance)
Use this form to apply for Medicare Part B which is coverage for Medical Insurance. This forms gets the process started for you and by filling it our during the correct timeframes, you will avoid penalties.

Request for Change in Overpayment Recovery Rate

Form SSA-634
Request for Change in Overpayment Recovery Rate
Use this form to request an adjustment to your current rate of withholding to recover your overpayment because you are unable to meet your necessary living expenses.

File A Medicare Claim

Form CMS-1490S
Patient’s Request For Medical Payment
Use this form to file a Medicare claim. Typically claims are filed automatically by your healthcare provider.

Proof of Creditable Coverage When Applying for Medicare

Form CMS-L564
Medicare Request for Employment Information
Use this form to prove group health plan coverage based on current employment. You need it to sign up for Medicare Part B during a Special Enrollment Period after you turn 65 or stop working.

Application For Termination of Medicare Part A and/or Part B

Form CMS-1763
Request For Termination Of Hospital and / or Supplementary Medical Insurance
Use this form to request to cancel your Medicare Part A and / or Medicare Part B coverage. This form has serious consequences and should only be used after consulting with a professional.

File A Complaint About The Quality of Healthcare You Received

Form CMS-10287
Medicare Quality of Care Complaint Form
Use this form to file a complain to the Center for Medicare & Medicaid Services about the quality of care you received. This form ensures the Medicare program knows about any issues, so they can be resolved and improved in the future.

Disclaimer: Licensed agents will go over Medicare plans available to you based on location and provider availability.