If you're enrolling in Medicare Part B after turning 65 and you're coming off a group health plan based on your current employment or your spouse's current employment you need to know how to fill out form CMS l564 coming up next we'll show you how to fill out the form without any mistakes watch our previous video how to complete form CMS 40b which enrolls you in Medicare Part B but you need both form 40b and form l564 to complete a special enrollment period application for Part B we'll link to that at the end as well as in the video description below now remember a special enrollment period is when you'll be on the seven month initial enrollment period for Medicare and you're coming off a Group Health Plan through your employer or your spouse's employer to avoid a late enrollment penalty you need to submit the application while covered on the group plan based on current employment or during the eight months immediately after separating service from the employer you need to submit both form 40b and form l564 to your local SSA office to apply for Medicare Part B in this scenario both forms can be downloaded from ssa.gov forms here's form l564 the request for employment information there are two sections section A and section B mistakes are commonly made in a few spots which ultimately delays the processing of your application here's how to get it right an important note you need one form for each person enrolling in Part B so if it's a married couple signing up at the same time both need a completed form l564 yes even if one spouse is not working the non-working spouse's coverage is through the working spouse's employment so Social Security needs verification...
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What you should know about CMS L564
- Form Approved OMB No* 0938-0787 Expires 10/2024
- To be completed by individual signing up for Medicare Part B Medical Insurance
- People with disabilities must have large group health plan coverage based on your your spouse s or a family member s current employment.
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How to prepare CMS L564
About CMS-L564
CMS-L564 is a form used by the Social Security Administration (SSA) to verify an individual's enrollment in a Medicare Part B program. It is officially titled "Request for Employment Information" and is required for individuals who are still working and have health insurance coverage through their employer. This form serves as proof of such coverage and is necessary for the SSA to properly determine an individual's eligibility for Medicare benefits. It is important for individuals nearing age 65 to complete this form as part of the process of enrolling in Medicare.
How to complete a CMS L564
- Then, take the form to your employer for them to fill out Section B
- Make sure to include the completed form with your Application for Enrollment in Medicare CMS40B and send both to your local Social Security office
- For help with completing the form, call Social Security at 18007721213 or visit your local Social Security office
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