How to Fill Out CMS-40b Form and CMS-L564 Form

CMS-40b form and CMS-L564 Form // Are you enrolling into Medicare part b? Needing to know when and how to enroll in Medicare part a and part b? In this video, Medicare School daily is here to help you with your Medicare enrollment and how to sign up for Medicare. Wanting to know how to start Medicare when losing employer coverage? Medicareschool.com will give you the education about sign up for Medicare, medicare part a, and medicare part b.
With so much conflicting and confusing information surrounding Medicare, it’s easy to feel unsure about how to choose the best plan(s). At MedicareSchool.com, we empower you with the knowledge and guidance you need to get the best Medicare plans and live retirement worry-free.
#cms-40bform #cms-40bformandcms-l564form #specialenrollmentperiod #medicareschooldaily #medicareschool.com
New to Medicare? Attend the #1 Online Medicare Educational Workshop for FREE:
www.Medicareschool.com
To learn more about Medicare & to schedule a phone appointment:
www.Medicareschool.com/gethelp
Please subscribe to our channel for updates on NEW KZread videos every Monday-Friday:
kzread.info/dron/U6nthT15qQYbcpy-9M3otA.html?view_as=subscriber
For more information, follow our blog:
www.medicareschool.com/
Connect with 100k+ others just like you through our Facebook page:
EnlightnU
Join our weekly live Q&A through our Facebook group:
groups/1105203286541197
Stay up to date by following our Instagram page:
medicare_school
kzread.info/dash/bejne/haWXqcSMZ6vaqs4.html

Пікірлер: 36

  • @MedicareSchool
    @MedicareSchool3 жыл бұрын

    Thanks for watching this video of how to fill out CMS-40b from and CMS-L564 form. What other questions do you have?

  • @michaelcote4241

    @michaelcote4241

    2 жыл бұрын

    I just submitted the online CMS-40B form and then saw that I misspelled my street name. Any idea how I can fix this? thanks.

  • @AuditRecon

    @AuditRecon

    Жыл бұрын

    I've never worked for an employer that had employee medical insurance. What do I do with filling out the L564? I've had VA care for the last 7 years.

  • @denisegallant149
    @denisegallant1497 ай бұрын

    Thanku so much for your excellent and clear advice

  • @MedicareSchool

    @MedicareSchool

    7 ай бұрын

    Thank you for watching!

  • @christophercolt44
    @christophercolt44Ай бұрын

    Excellent explanation. Very helpful.

  • @MedicareSchool

    @MedicareSchool

    Ай бұрын

    Glad it was helpful!

  • @dmonte012
    @dmonte01210 ай бұрын

    Such helpful videos on what is too many a convoluted process.

  • @MedicareSchool

    @MedicareSchool

    10 ай бұрын

    Glad you like it. Thanks for watching.

  • @garytallon7008
    @garytallon7008 Жыл бұрын

    Thank you for your excellent videos. I just want to confirm that when entering Medicare Part B after leaving a qualified employer plan after 65 using the process described in this video, I can still add a medigap policy at that time without fear of denial or underwriting.

  • @MedicareSchool

    @MedicareSchool

    Жыл бұрын

    Yes, you are correct. You will be able to do that.

  • @MackGraham-xi1mc
    @MackGraham-xi1mc3 ай бұрын

    What about question 6, as an employer we offer both long-term and short-term disability coverage. The former employee I am filling this out for was on the short-term at the time they retired. Would I fill that section out with the time he was on short-term disability?

  • @moneymanfernando1594
    @moneymanfernando15942 жыл бұрын

    So basically I have to contact my employers HR dept. ???

  • @TienLe-dl1oy
    @TienLe-dl1oy2 жыл бұрын

    I submit Medicare application forms for my wife and I the same day , the same envelope . Today my wife receive Medicare card but not me .Could you answer me why ? I. really appreciate it .

  • @vanderpoolfarmsl.l.c.9983
    @vanderpoolfarmsl.l.c.99832 жыл бұрын

    Thank you for your excellent instruction. I am still unclear on one thing. When you turn 65 and sign up for part A, is there a form or any action that you need to take to inform Medicare that you are delaying enrollment in part B? Or is the paperwork and proof at SEP all there is to it? Thank you!

  • @toddpitts3851
    @toddpitts38518 ай бұрын

    Can these two forms be uploaded online when I apply for Part B and SS Retirement benefits

  • @MedicareSchool

    @MedicareSchool

    8 ай бұрын

    They can be faxed to your local SSA office. Or you can simply apply at www.ssa.gov

  • @sophiefrederking2098
    @sophiefrederking20982 жыл бұрын

    Hi, thanks for the informative video. If I am retiring on Sept 1st of this year but I want to start paying for Plan B until Oct 1st . On the CMS-40b form, under remarks, do I write down please begin my Medicare affected Oct 1st.

  • @MedicareSchool

    @MedicareSchool

    2 жыл бұрын

    Yes you can!

  • @thepracticalaudiophile
    @thepracticalaudiophile Жыл бұрын

    It was never mentioned what goes under employer in Section B line 1 and 2. If my wife is retired and I'm working would that be my employer I put there?

  • @stevekrause5931
    @stevekrause59313 жыл бұрын

    Hi, thanks for the informative video. I'm preparing to fill out these forms and was wondering whether for the employer address, I should use the corporate office address (in Maryland -- where the main human resources department resides) or the office address that I work out of in Michigan? Or, doesn't it really matter? Thanks.

  • @MedicareSchool

    @MedicareSchool

    3 жыл бұрын

    Good question! It shouldn't matter which employer address you choose for the forms

  • @stevekrause5931

    @stevekrause5931

    3 жыл бұрын

    @@MedicareSchool OK, thanks and keep up the great channel!

  • @joanamummert9993
    @joanamummert99932 жыл бұрын

    what if the company headquarters HR does not sign but type signature of the Business name. will that be acceptable since HR claim they have never signed these forms from past employees. please help

  • @MedicareSchool

    @MedicareSchool

    2 жыл бұрын

    I can't say for sure, but generally speaking, yes that should work.

  • @osiumeh6261
    @osiumeh6261 Жыл бұрын

    Hello Sir, Nice and very informative presentation. If one is over 65 and have a group plan under FEHB, can someone apply for and collect Social Security say in January and want their Medicare to start in July since you have 8 months to apply during SEP? I am a bit confused when you said something that you can tell Medicare when you want coverage to start in the REMARKS section of CMS-40b but you adviced to keep it to like 90 days or less. So what about the 8 months window?

  • @MedicareSchool

    @MedicareSchool

    Жыл бұрын

    You have 3 months to enroll before you turn 65 and the month you turn 65 and then 3 months after the month you turn 65 to enroll. If you have any other questions or need help getting your Medicare coverage set up correctly, give us a call to schedule an appointment: 800-864-8890.

  • @jfr7041
    @jfr70412 ай бұрын

    If I am retiring June 1, can I have my employer fill out the form now, indicating that I still have coverage? I would want my part b to start when I lose my group coverage, which will be the month after I retire. Or is it best to have my employer fill out the form when my coverage has already ended?

  • @MedicareSchool

    @MedicareSchool

    2 ай бұрын

    We advise having them fill out the form asap, if they have a hard end date for your coverage then have them do that sooner than later, as it could delay your processing for Part B and when you wish for it to start.

  • @jfr7041

    @jfr7041

    2 ай бұрын

    Thanks! I had them fill it out but they indicated that I still have coverage. Is it okay to submit in this way and indicate on form CMS 40b what month year I want Medicare Part B to start?

  • @brenda3847
    @brenda3847 Жыл бұрын

    I desperately need advise on who would complete Section B on a CMS L564 for a union machinery operator that worked for a company for over 15 years. The group insurance for the union operators was paid by that company to the the union's health insurance plan and they also reported banked hours. This was only done with their union employees. The company had a group insurance plan for their non union employees. I can't find anyone knowledgeable with this scenario, including social security. Are we eligible to enroll under the SEP? We have Part A already.

  • @MedicareSchool

    @MedicareSchool

    Жыл бұрын

    Is there someone in an HR department at the company that could fill out his dates of employment / remaining info. If that doesn’t work you should also call the union and see if they have any ideas, or if there is a benefits person you can get it to.

  • @brenda3847

    @brenda3847

    Жыл бұрын

    @@MedicareSchool Thank you. He's going to his company in the morning then to the union hall if company won't help.

  • @timtimothy7886
    @timtimothy78862 жыл бұрын

    what is the best way to send your CMS-40B form and your CMS-L564 form; via regular mail, Fax, or drop it off at your local SSA office? Thanks, Timothy

  • @MedicareSchool

    @MedicareSchool

    2 жыл бұрын

    You can do all of the above, we usually recommend sending via fax, and follow up with a phone call a few days later to make sure it was received.

  • @timtimothy7886

    @timtimothy7886

    2 жыл бұрын

    @@MedicareSchool thanks alot for the info

Келесі