If you’re currently enrolled in Medicare, or about to become eligible for Medicare benefits, you may have questions about where to find important forms and publications about your coverage. Here are some tips and resources to help you get the information you need.
Why might I need Medicare forms?
Fortunately, most of the forms you need to manage your Medicare benefits are available online at the Medicare.gov Medicare Forms page here. You may need application forms to enroll in Medicare Part B, for example, or to get reimbursed for covered expenses and supplies you may have paid out-of-pocket. There are also forms you can use to file an appeal, share your health information with other providers and organizations, and more.
There are several useful online publications, as well, to help you navigate the Medicare program and learn how to protect yourself from health-care fraud, for example.
If you can’t find the Medicare forms or help you need on the Medicare.gov website, you can always contact Medicare directly and get help from a representative. Call them at 1-800-MEDICARE (1-800-633-4227) (TTY users 1-877-486-2048); representatives are available to assist you 24 hours a day, seven days a week.
What are some common Medicare forms?
Listed below are several common questions you might have, with links to the Medicare forms you need to answer them:
- How do I enroll in Medicare Part B (medical insurance)?
Original Medicare is made up of Part A (hospital insurance) and Part B (medical insurance). Enrollment is automatic for many beneficiaries. If you have Part A and would like to enroll in Part B, please download and complete this Application for Enrollment in Medicare – Part B (Medical Insurance) form and return it to your local Social Security office. If you’d like to sign up for Part B while you’re employed or during the eight months after employer coverage has ended, you’ll need to include this Request for Employment Information form in addition to the Medicare Part B application form.
- How can I set up automatic withdrawals from my bank account for my Medicare premium payments?
Complete the Authorization Agreement for Preauthorized Payments form and mail it to the address provided on the instruction sheet.
- Can I get reimbursed for my medical expenses?
In most cases, you should not have to file a claim with Medicare. If you’re enrolled in Original Medicare (Part A and Part B), your provider handles claims in most situations. If you do need to file a claim, fill out this Patient’s Request for Medical Payment form and mail it to your Medicare insurance company.
- How do I authorize release of my personal health information?
Complete and return this 1-800-Medicare Authorization to Disclose Personal Health Information form to the address provided.
- Can I authorize someone to represent me in a Medicare appeal?
Complete this Appointment of Representative form to authorize an attorney or other representative to act on your behalf.
- I don’t agree with a Medicare payment decision; what should I do?
Start by completing this Medicare Redetermination Request form to initiate the appeals process.
- The first level appeal decision was not satisfactory; is there another option?
You can request a second-level reconsideration by completing this Medicare Reconsideration Request form.
- How do I request a hearing with an administrative law judge (ALJ) about my appeal?
If you are unhappy with your reconsideration outcome, you can complete this Request for Medicare Hearing By An Administrative Law Judge form.
- What if the Medicare forms I need aren’t listed above?
If you need other Medicare forms, you can search for them in this complete list of available Medicare forms.
What if I need help completing Medicare forms?
If you need local assistance requesting and completing any Medicare forms, you can always contact your State Health Insurance Assistance Program (SHIP) office; use this online tool to find your local representative. You can also visit this page on the Medicare.gov website for a list of other resources you may find helpful as a Medicare beneficiary or concerned family member.
I’m happy to assist you with information about Medicare coverage and your Medicare plan options. To get started, simply click the Get Quotes button to schedule a phone call or to request a personalized email.