Medicare Paperwork Made Easier

Important Medicare Forms and When to Use Them

Find official Medicare and Social Security forms for Part B enrollment, employer coverage, appeals, reimbursement, authorizations, IRMAA reviews, and Extra Help.

Enrollment & Employer Coverage

Forms commonly used to enroll in or change Medicare

These forms are often needed when enrolling in Part B after employer coverage or when asking Social Security to end premium Medicare coverage.

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Leaving employer coverage?

CMS-40B and CMS-L564 are commonly submitted together when requesting a Part B Special Enrollment Period. Social Security determines whether you qualify.

40B

CMS-40B

Application for Enrollment in Medicare Part B

Use this application to enroll in Medicare Part B when you already have Part A or when Social Security tells you to submit a paper application.

Often used for: Delayed Part B enrollment, retirement, or loss of qualifying employer group health coverage.
L564

CMS-L564

Request for Employment Information

This form documents group health coverage based on current employment. The employer generally completes Section B.

Often used for: Proving employer coverage and requesting a Part B Special Enrollment Period without a late-enrollment penalty.
SSA

Online Medicare Application

Apply through Social Security

Many people can apply online for Medicare through Social Security instead of mailing a paper application.

Often used for: Initial Medicare enrollment or checking available online enrollment services.
Claims & Appeals

Forms for unpaid claims and Medicare decisions

Use the instructions on your Medicare Summary Notice or decision letter. Filing addresses and deadlines depend on the specific claim or appeal.

1490S

CMS-1490S

Patient’s Request for Medical Payment

This form may be used to ask Original Medicare to pay for a covered service when a provider or supplier did not submit the claim.

You may need: An itemized bill, provider information, proof of payment, and other supporting documents.
20027

CMS-20027

Medicare Redetermination Request

Use this form for the first level of appeal when you disagree with an Original Medicare coverage or payment decision.

Submit to: The Medicare Administrative Contractor listed on your Medicare Summary Notice. Follow the stated deadline.
Representation & Privacy

Choose the form that matches the authority needed

Giving someone permission to receive information is not always the same as appointing that person to formally act for you in an appeal.

1696

CMS-1696

Appointment of Representative

Use this form to appoint a person to act on your behalf in a Medicare claim, appeal, grievance, or related matter.

Examples: A family member, advocate, attorney, physician, or another qualified person assisting with an appeal.
10106

CMS-10106

Authorization to Disclose Personal Health Information

Use this authorization when you want Medicare to share your personal health information with a person or organization you name.

Remember: This permits disclosure of information but may not appoint the person as your formal appeal representative.
IRMAA & Prescription Assistance

Forms for income changes and Medicare Part D Extra Help

These requests are handled by Social Security rather than by a Medicare insurance carrier.

SSA-44

SSA-44

Medicare Income-Related Monthly Adjustment Amount — Life-Changing Event

Use this form to ask Social Security to reconsider an IRMAA determination after a qualifying life-changing event that reduced your income.

Possible events include: Work stoppage or reduction, marriage, divorce, death of a spouse, loss of pension income, or loss of income-producing property.
1020

SSA-1020

Application for Extra Help with Medicare Prescription Drug Plan Costs

Use this application to request Extra Help with Medicare Part D premiums, deductibles, and prescription copayments.

Faster option: Social Security provides an online application and reviews your income and resources.
Submission Checklist

Three steps before you send Medicare paperwork

1

Confirm the correct form

Match the form to your situation and verify that it is the current official government version.

2

Include documentation

Attach employer verification, itemized bills, decision notices, tax documents, or other required evidence.

3

Save proof of submission

Keep copies, confirmation numbers, certified-mail receipts, upload confirmations, or fax transmission reports.

Official Medicare Forms Library

Browse enrollment, appeal, claim, authorization, payment, and other forms maintained by Medicare.

Browse Medicare Forms ↗

Find a Social Security Office

Locate a nearby Social Security office or review available online and telephone services.

Find an SSA Office ↗
Frequently Asked Questions

Questions about Medicare forms

Can Medicare forms be submitted online?
Some Medicare and Social Security requests can be completed online. Others may need to be uploaded, faxed, mailed, or delivered to an office. Follow the instructions for the specific form and agency.
Should I keep copies of everything?
Yes. Keep the completed form, every attachment, and proof of submission. This can be important if the agency requests more information or says it did not receive the paperwork.
Can an insurance agent sign a government form for me?
Only when the form and applicable authority allow it. Many sections must be completed and signed by the beneficiary, employer, provider, or formally appointed representative.
Where do I mail an appeal form?
Use the address shown on the Medicare Summary Notice, redetermination notice, plan decision, or other official notice. Do not assume every appeal goes to the same address.
Which forms are used after employer coverage ends?
CMS-40B and CMS-L564 are commonly used together when requesting Part B enrollment through a Special Enrollment Period. Social Security makes the final eligibility determination.

Need help understanding your Medicare options?

A licensed Accurate Health Plans agent can explain general Medicare enrollment steps and help you understand how your coverage choices may work together.

Educational notice: This page provides general Medicare education and links to official government resources. Accurate Health Plans is not connected with or endorsed by the U.S. government or the federal Medicare program. Forms, procedures, deadlines, and web addresses may change. Always verify current requirements with Medicare, Social Security, the applicable government agency, your plan, or the instructions included with the form. This information is not legal, tax, medical, or official government advice.