How to Fill Out Medicare Forms CMS-L564 and CMS-40B

If you did not sign up for Medicare during your Initial Enrollment Period, then that means you should be coming in to Medicare during your Special Enrollment Period. If you do this then there are a couple of crucial forms you will need to be aware of to make sure you come into Medicare penalty free. Take a few minutes and figure out how they work!

In this video we will cover the following topics:

1. When is your Initial Enrollment Period?
2. What forms do you need for your Initial Enrollment Period?
3. How many forms do you need to fill out?
4. What if I worked multiple jobs after I turned 65?
5. How many Months do I have to do this after my employer coverage began?

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[jake-inspired]

Retiring - Last day of employment is 9/6/22. I’m keeping my company GHP. I’ll be 66.5. Do I still have 8 mos. to file forms L564 & 40B? I’d like to continue looking for a long term solution because the GHP is really expensive. I’d like to add a supplement plan and discontinue the GHP - all of this can happen in the 8 mo. window. Thank you for your knowledge and effort to provide these videos.

[karen-glennrichardson]

At 4:48, you stated a couple of times that we should not attempt to come in to Medicare more than 8 months after that employer coverage . Do you mean ? I just want to be sure I understand. Thank you for your help!!!

[jykers]

If someone enrolled in medicare part A only, 1 month prior to turning 65 but decided to also enroll in part B 1 month after turning 65 are these or any other forms needed when enrolling in part B while it's still within the 7 months initial enrollment period?

[soccertl]

Just want to make sure, if I am already getting my Social Security I will automatically be enrolled in A and B when I turn 65? I still have 1.5 years before 65 but already receive my SS check every month. Thanks for any help.

[mmelvlb]

Felicidades, es un buen ejemplo. 400 sentadillas son unos YOURGIRLS.Uno muchas y un buen ejercicio. Se deja ver que hay muy buenos resultados 😍👍 Saludos desde la Cd.. de world 🌹😉💖 los mortalesj abian apreciado tan hermosa mujer.k