How to Enroll in Medicare After Age 65

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If you already have Part A, and need to add Part B...
Option 1: Hand-deliver Forms 40B and L564 to your local SSA office as a walk-in.
Option 2: Mail or fax the forms to your local SSA office.
Enter your data and upload your Form 40B and Form L564.

If you need both Part A & Part B...
Then send your Form 40B and Form L564 to the Social Security rep who contacts you by phone or mail. Or just take the forms to your local SSA office.

This video shows you how to find your Medicare Number, which is located in your Benefit Verification Letter online.

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Medicare Mindset LLC is an independent insurance agency specializing in Medicare Health Insurance planning. We offer guidance, strategies, and insurance enrollment help from start to finish.

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You are a saint. Your tutorial videos have been so helpful. Thank you.

danbukaty
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Excellent presentation! Clear and concise! Thank you!

tinalippincott
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On the CMS-L564 form, when requesting while still employed, is the Still Employed date the current date or the future date on which you will terminate the employment?

bradbalsters
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As of today 05/10/24 I see online portal gives the option to just show proof of Medical Insurance instead of submitting CMS L564. Can you confirm or do I still need to submit CMS L564? Thanks Larry

larryhyman
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Could you also show how to apply online for both A and B when you delayed both due to HSA contributions and you had a HDHP? Thanks!

ScottBaller-nh
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Good presentation but the SS/Medicare system is needlessly complex. This is because they have no competition so they don't have to try. They remind me of a closet where you just throw stuff in for years and years. What you want is in there, you just have to dig and dig and dig.

dionysus
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Is the information in this video still valid as of today, 7/26/23? If I go to a local social Security office can I have the paperwork completed at the SSA office? If I am only applying for Part B(I have Part A and still working, age 70, receiving monthly benefits since 9/2022)can I apply for a drug and vision supplement at the same time, and at the SSA office?

needinfo
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I submitted my application for Part B online with only the L564 form uploaded as proof of insurance. Will that be enough or should I have uploaded more?

bradbalsters
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