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Proof of Creditable Coverage When Applying for Medicare

Form CMS-L564

Authorization Agreement for Preauthorized Payments

Use this form to prove you had creditable health insurance when you sign up for Medicare Part B after age 65. This form makes sure you don’t get a Part B penalty for having a gap in coverage.

cms-l564-508c (pdf)

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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. 

ssa-44 (pdf)

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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. 

cms-40b-508c-2025 (pdf)

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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. 

1156528_SF5510 English (pdf)

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