How to Enroll in Medicare After Age 65

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For more up-to-date instructions, see our website: www.medicaremindset.com/sep
If you delayed Medicare initially, but now need to add Part B, or both Part A & B, the process is pretty unique. This video guides you through it step-by-step: See full instructions and download the necessary forms on our website: www.medicaremindset.com/sep
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.
Option 3: Go to the Medicare Part B SEP Enrollment Link: ssa.gov/medicare-partb-sep
Enter your data and upload your Form 40B and Form L564.
If you need both Part A & Part B...
How To Enroll In Medicare Online: • How to Enroll in Medic...
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.
How To Use Your My Social Security Account (when on Medicare): • How to Use Your My Soc...
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.
www.medicaremindset.com
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Опубликовано:

16 окт 2024

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Комментарии : 20

@danbukaty5188 10 месяцев назад

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

@tinalippincott9823 2 года назад

Excellent presentation! Clear and concise! Thank you!

@MedicareMindset 2 года назад

Tina - We're very glad to hear you found the video helpful. :o)

@davida8927 Год назад

Clear and complete, Ty!

@ScottBaller-n6h Год назад

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!

@MedicareMindset Год назад

Thanks for your question. You would fill out the application the same way, but in the Remarks section at the end, you'll want to write in when you want Part B to start. And then you'll need to turn in Form 40B and Form L564 to SSA to finalize the application. We have a video called How to Enroll in Medicare After Age 65: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-4s6go6TtdRA.html ...but it's a little dated. It was created when the pandemic was still in full swing However, you can use our special webpage to get all the instructions you need to enroll in A&B after age 65 here: www.medicaremindset.com/sep

@dsfkbarbosa2384 Месяц назад

So informative! Thank you!

@andystamas Месяц назад

Wonderful!

@bradbalsters6257 10 месяцев назад

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?

@MedicareMindset 10 месяцев назад

The "Still Employed" date is the month/year that we're currently in when the form is filled out by HR.

@larryhyman4260 5 месяцев назад

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

@andystamas 5 месяцев назад

Form L564 is what they are referring to, but the upload spot is being generic when it says "Click to Attach Employment Verification". Technically, in the absence of Form L564, you could provide proof in other ways, but only if your employer won't fill out the form for you. The truly want Form L564.

@bradbalsters6257 9 месяцев назад

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?

@MedicareMindset 9 месяцев назад

You're good. Form 40B doesn't have to be uploaded...but Form L564 definitely does.

@needinfo2614 Год назад

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?

@MedicareMindset Год назад

You can submit the paperwork at your local SSA office. See the video description section below the video for details on all ways to submit your paperwork. You can also go to our Special Enrollment Period page at www.medicaremindset.com/sep for specifics to your situation (Scenario #1...I have Part A and just need to add Part B). You do not choose or enroll in supplemental medical, drug, or vision plans at SSA. Once you get confirmation that Part B is active, you can enroll in a Medigap plan and Part D plan...or...Medicare Advantage plan directly through an insurance carrier or an insurance agent. I recommend you get in touch with an independent Medicare insurance agent who can guide you through these steps without making any mistakes or missing any deadlines.

@bellasmom2013 3 года назад

Thank you for this.

@dionysus2006 Год назад

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.

@MedicareMindset Год назад

No doubt, SSA's and Medicare's systems and processes are antiquated and outdated. Beyond frustrating. Our hope is that our content can make the process go at least a little smoother. 😄

@dionysus2006 Год назад

@@MedicareMindset Thanks for trying to ease the pain.