Anybody use this paper form to apply for medicare?

[Special Agent]

I usually help people set up an ssa.gov account or instruct them to go to local SS office when T65 to apply for medicare if not collecting SS.Any reason why this form could not just be faxed or mailed to local SS if other means fail? I don't see anything on instructions that indicate it can't be used.

https://www.cms.gov/files/document/cms-18f5.pdf

 

[Chazm]

Looks like it's just for part A. 40b form is used to pick up a/b

 

[Special Agent]

Looks like it's just for part A. 40b form is used to pick up a/b

WHEN DO YOU USE THIS APPLICATION?Use this form:• If you're eligible for Social Security benefits but only want to get Medicare. You must at least 64 and 8 months. (You won'tpay a premium for Part A.)• If you're not eligible for Social Security benefits and want to sign up for Part A. You can sign up only during certain times—see next page.(You'll pay a premium for Part A.)NOTE: Because you're signing up for Part A, you can also sign up for Part B (Medical Insurance) with this form. Part B coversdoctors' services and more

 

[Special Agent]

Looks like it'

s just for part A. 40b form is used to pick up a/b

40b says this on instructions:

WHO CAN USE THIS APPLICATION?People with Medicare who have Part A(hospital insurance)but not Part BNOTE: If you do not have Part A, do not complete this form.Contact Social Security if you want to apply for Medicare forthe first time


This form is your application for Medicare Part B (Medical Insurance). You can use this form to sign up for Part B: • During your Initial Enrollment Period (IEP) when you're first eligible for Medicare • During the General Enrollment Period (GEP) from January 1 through March 31 of each year • If you're eligible for a Special Enrollment Period (SEP).

 

[Chazm]

Probably right. I've only had people apply for A and b online or go to their SS office. I've never given or looked for a paper option.

 

[rmhaire]

Probably right. I've only had people apply for A and b online or go to their SS office. I've never given or looked for a paper option.

40b is for adding Part B.

The initial form posted by the OP would be for adding Part A. Usually someone that has to pay for their Part A. Not enough work credits and such.

I wouldn't use that one. Why open a can of worms when you don't have to.

 

[Fisher]

Fax nothing. Ever. Online or they (the client) goes to the local office. Even going to the local office can be dicey.

 

[Special Agent]

Probably right. I've only had people apply for A and b online or go to their SS office. I've never given or looked for a paper option.

Fax nothing. Ever. Online or they (the client) goes to the local office. Even going to the local office can be dicey.

i have to disagree with you on this at least with my local SS office experience.I have a current special part B enrollment which was done online and has been pending for more than 3 weeks.In the interim for another client i faxed the form l564 and 40b to local SS office it was processed within a week also just faxed form 40b for client on jan 2 enrolling in part B in the GEP and has already been processed.Some people just can't create the ID Me account and some of these same people won't travel to the SS office to do it it in person.

You can have my fax machine if you can pry it away from my cold dead hands.lol

 

[BALDELMO]

A fax machine does not work from my location, which is 2025!

 

[Special Agent]

A fax machine does not work from my location, which is 2025!

The health insurance industry and some gov. agencies still use fax so it works for me in situations when i don't feel like scanning a document to upload or there is no other way.You can also mail or drop off the documents( which i have done for clients) to the local social security office but have i found that fax works just as well and i can easily verify that the fax was received and processed if the medicare is active in a few days.worse case scenario you submit it again using same or other method and NO it doesn't hold up the process if submitted twice.Again the preferred method obviously is online or in person but not always feasible with some clients who can't do anything for themselves. thinking outside the box can be helpful in business.maybe i should keep my pro tips to myself.