Medicare Forms

Click on the Medicare form you’d like to download for FREE. If you’d need our assistance to make sure you don’t make a mistake, give us a call at 405.215.9656

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. 

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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.

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Income Related Monthly Adjustment (IRMAA) Appeal

Form SSA-44

Medicare Income-Related Monthly Adjustment Amount

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. 

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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. 

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Application For Termination of Medicare Part A and/or Part B

Form CMS-1763

Request For Termination Of Hospital and / or Supplementary Medical Insurance

Use this form to request to cancel your Medicare Part A and / or Medicare Part B coverage. This form has serious consequences and should only be used after consulting with a professional.

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File A Complaint About The Quality of Healthcare You Received

Form CMS-10287

Medicare Quality of Care Complaint Form

Use this form to file a complain to the Center for Medicare & Medicaid Services about the quality of care you received from a provider. This form lets Medicare know about any issues so they can be addressed.

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