Medicare Blog

what documentation do i need to take to the social security office to sign up for medicare

by Dr. Xavier Towne Published 2 years ago Updated 1 year ago
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Your Social Security card or a record of your number. Your original birth certificate, a copy certified by the issuing agency, or other proof of your age. We must see the original document (s), or copies certified by the agency that issued them.

Full Answer

What documents do I need to apply for Medicare?

When applying for Medicare in person, you’ll need to bring the following documents with you:

  • Your Social Security card (or other proof of your SSN)
  • An original copy of a document proving your age, such as a birth certificate, census record, or vaccine record – if possible, it should be from before you turned five
  • Documentation proving legal residency, such as a U.S. ...

More items...

What information do I need to sign up for Medicare?

  • Your job-based insurance pays first, and Medicare pays second.
  • If you don’t have to pay a premium for Part A, you can choose to sign up when you turn 65 (or anytime later).
  • You can wait until you stop working (or lose your health insurance, if that happens first) to sign up for Part B, and you won’t pay a late enrollment penalty.

What is the easiest way to sign up for Medicare?

To Apply Online, Just Follow These Few Simple Steps:

  • Go to Social Security’s Website
  • Click on the “Menu” Tab.
  • In the “Benefits” section, choose “Medicare”.
  • Scroll down and click the “Apply for Medicare Only” button. (you will only be applying for medical coverage — not social security payments)
  • In the “Apply and Complete” section, choose “Start a New Application”.
  • The site will guide you from there.

How far in advance to sign up for Medicare?

You can sign up as early as three months before the month in which you turn 65 and as late as three months after your 65th-birthday month. To avoid any delay in coverage, enroll before you turn 65, says Joe Baker, of the Medicare Rights Center.

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Which do you apply for first Social Security or Medicare?

A: The need for health coverage can arise before your need for Social Security benefits. Social Security and Medicare are interrelated, but it's possible to sign up for one without the other. You're allowed to collect Social Security as early as age 62. Meanwhile, Medicare eligibility begins for most people at age 65.

What kind of information do you need to sign up for Social Security?

Your Social Security card or a record of your number. Your original birth certificate, a copy certified by the issuing agency, or other proof of your age. We must see the original document(s), or copies certified by the agency that issued them. We cannot accept photocopies or notarized copies.

Does Social Security automatically enroll you in Medicare?

Yes. If you are receiving benefits, the Social Security Administration will automatically sign you up at age 65 for parts A and B of Medicare. (Medicare is operated by the federal Centers for Medicare & Medicaid Services, but Social Security handles enrollment.)

How much does Social Security take out for Medicare each month?

In 2021, based on the average social security benefit of $1,514, a beneficiary paid around 9.8 percent of their income for the Part B premium. Next year, that figure will increase to 10.6 percent.

What documents do I need to apply for Medicare?

What documents do I need to enroll in Medicare?your Social Security number.your date and place of birth.your citizenship status.the name and Social Security number of your current spouse and any former spouses.the date and place of any marriages or divorces you've had.More items...

At what age is Social Security no longer taxed?

At 65 to 67, depending on the year of your birth, you are at full retirement age and can get full Social Security retirement benefits tax-free.

What do I need to do before I turn 65?

Turning 65 Soon? Here's a Quick Retirement ChecklistPrepare for Medicare. ... Consider Additional Health Insurance. ... Review Your Social Security Benefits Plan. ... Plan Ahead for Long-Term Care Costs. ... Review Your Retirement Accounts and Investments. ... Update Your Estate Planning Documents.

How soon before you turn 65 should you apply for Social Security?

You can apply up to four months before you want your retirement benefits to start. For example, if you turn 62 on December 2, you can start your benefits as early as December, and apply in August. Even if you are not ready to retire, you still should sign up for Medicare three months before your 65th birthday.

Will Medicare automatically send me a Medicare card?

Once you're signed up for Medicare, we'll mail you your Medicare card in your welcome packet. You can also log into (or create) your secure Medicare account to print your official Medicare card. I didn't get my Medicare card in the mail. View the Medicare card if you get benefits from the Railroad Retirement Board.

Are taxes taken out of Social Security retirement checks?

Some people who get Social Security must pay federal income taxes on their benefits. However, no one pays taxes on more than 85% percent of their Social Security benefits. You must pay taxes on your benefits if you file a federal tax return as an “individual” and your “combined income” exceeds $25,000.

What deductions come out of your Social Security check?

If beneficiaries owe taxes, federal debt or have support orders, the amounts owed are deducted from their Social Security checks.Federal Income Taxes. ... Medicare. ... Child Support and Alimony. ... Student Loans.

How do you qualify for $144 back from Medicare?

How do I qualify for the giveback?Are enrolled in Part A and Part B.Do not rely on government or other assistance for your Part B premium.Live in the zip code service area of a plan that offers this program.Enroll in an MA plan that provides a giveback benefit.

What original documents do I need?

We can accept only certain documents as proof of U.S. citizenship. These include a U.S. birth certificate or a U.S. passport.

What documents are needed to get a driver's license?

We can accept only certain documents as proof of identity. An acceptable document must be current (not expired) and show your name, identifying information (date of birth or age) and preferably a recent photograph. For example, as proof of identity we must see your: 1 U.S. driver's license. 2 State-issued non-driver identification card. 3 U.S. passport.

How old do you have to be to get a Social Security number?

Anyone age 12 or older requesting an original Social Security number (SSN) must appear in person for an interview. We will ask for evidence to show you do not have an SSN. Here are examples of documents you can use to prove an SSN was never assigned:

What do you need to show for proof of identity?

You: We also must see proof of your identity. An acceptable document must be current (not expired) and show your name, identifying information (date of birth or age) and preferably a recent photograph. For example, as proof of identity Social Security must see your:

Can you accept only certain documents as proof of identity?

We can accept only certain documents as proof of identity. For example, as proof of identity Social Security must see:

Do you need a Social Security number if your child lives outside the US?

If your child lived outside the United States for an extended period, a current or previous passport, school and/or employment records, and any other record that would show long-term residence outside the United States could be used to show that your child does not have a Social Security number.

What Documents Do You Need to Apply for Retirement Benefits?

You can help by being ready to provide the information and documents listed below. You can also use our Checklist For The Online Medicare, Retirement, And Spouses Application to help you gather the information you need to apply.

What to do if you don't have all your Social Security documents?

If You Don't Have All Of The Documents. Even if you don't have everything, don't delay applying for Social Security retirement benefits. You can provide the missing documents later. We may be able to help you get them. In many cases, your local Social Security office can contact your state Bureau of Vital Statistics and verify your information ...

What documents are needed to apply for Social Security?

If you weren't born in the United States, you must also provide documents proving your legal right to be in the country, whether as a citizen, naturalized citizen or legal alien. For example, provide a U.S. passport, certificate of citizenship, certificate of naturalization or U.S. consular report of birth. If you are not a U.S. citizen, you must provide your Department of Homeland Security I-551 permanent resident card, often called a green card. Also provide form I-94, an admission and departure record, if you have one. These documents must all be originals or copies certified by the issuing agency.

What is the maximum Social Security benefit in 2018?

If you retire at full retirement age, you may see an increase in benefits in 2018. The maximum payout will now be 3.7 percent or $2,788 a month or $33,456 annually. This is up from the previous amount, which was $2,687 per month or $32,244 a year.

How to contact Social Security about Part B?

Please contact Social Security at 1-800-772-1213 ( TTY 1-800-325-0778) if you have any questions. Note: When completing the forms: State, “I want Part B coverage to begin (MM/YY)” in the remarks section of the CMS-40B form or online application. If your employer is unable to complete Section B, please complete that portion as best you can on behalf ...

Do you have to leave home to sign up for Medicare Part B?

For many people, signing up for Medicare Part B doesn’t require you to leave the comfort of home. Please visit our Medicare Part B webpage if: You are already enrolled in Medicare Part A. You would like to enroll in Part B during the Special Enrollment Period.

How do I sign up for Medicare if I have a disability?

Eligibility for Medicare for disabled people depends on their disability determination through the Social Security Administration. There is no separate Medicare disability eligibility.

Who is eligible for Medicare?

Generally, Medicare is available to those who are 65 and older and younger people with disabilities. It is also available to people with end stage renal disease (ESRD) regardless of age. Medicare health coverage comes in several different parts – Part A, Part B, and Part D. You might qualify for Part A coverage at no cost.

What is the cost to sign up for Medicare?

If you do not qualify for premium free coverage, then you will pay either $471 or $259 monthly for coverage in 2021 depending on how many work credits you have. For Part B coverage, it will cost you $148.50 in most cases. If you have a high income, then your premium might be a little higher. For Medicare Advantage plans, the private insurance carriers can set their own rates for those. You can visit Medicare.gov for more information on Medicare costs.

What is Medicare Part B?

Medicare Part B is also included as part of Original Medicare, although the coverage items are a little different. Part B is more traditional medical insurance and not simply hospital insurance. Part B covers medically necessary procedures and preventive care. It covers more traditional items like doctor’s visits and outpatient procedures. It will also provide payment for mental health services and some durable medical equipment. There are a few rules that the equipment must meet, but generally, it pays for equipment that has been prescribed by your doctor. Medicare.gov provides more information about the types of equipment covered.

When does Medicare enrollment end?

For those not receiving Social Security retirement benefits, your initial enrollment period for Medicare begins 3 months before your 65th birthday, includes your birthday month, and ends three months after your birthday. If you are eligible for Medicare, it is imperative that you sign up during this period. If you fail to do so, then the premiums that you will be required to pay will be higher, and you will probably need to pay a late enrollment penalty. If you are unable to sign up during this period, then you can still sign up during a special enrollment period described below.

Is it wise to enroll in a Part D plan?

Part D provides for basic prescription drug coverage. If you take prescription medication, then it is generally wise to enroll in a Part D plan. Even if you do not take prescriptions currently, you might still consider enrolling. Failure to enroll during your initial enrollment period can lead to higher premiums for the rest of your lifetime.

Does Medicare cover hospice?

Medicare Part A and B are often referred to as Original Medicare. Part A serves as traditional hospital insurance. This part of Medicare covers inpatient hospital care, hospice care, and care in a skilled nursing facility. It does not cover stays in a nursing home or other facility that does not meet the definition of a skilled nursing facility. It will also cover some home health care services like physical therapy, though it does not cover 24-hour nursing care in your home.

How long does it take to sign up for Medicare?

You may apply for Medicare online through the Social Security Administration (SSA) website. The application process typically takes no more than 10 minutes to complete. By phone.

How to apply for medicare over the phone?

By phone. Call 1-800-772-1213 between 7am and 7pm Monday through Friday to apply over the phone. If you are hard of hearing, you may dial 1-800-325-0778. In person. Visit your local Social Security office to apply for Medicare in person. If you're eligible for or enrolled in Medicare and you want to compare your Medicare plan options, ...

How long do you have to be a US citizen to qualify for Medicare?

You must be a U.S. citizen or a legal resident of the U.S. for at least five continuous years to be eligible for Medicare.

Who can help you compare Medicare plans?

If you're eligible for or enrolled in Medicare and you want to compare your Medicare plan options, a licensed insurance agent may be able to help.

When do you start enrolling in Medicare?

However, you may begin the enrollment process three months before turning 65, which is when your Medicare Initial Enrollment Period (IEP) typically begins. Learn more about the Medicare Initial Enrollment Period.

Do you have to provide military records for Medicare?

There are some specific rules concerning Medicare and veteran’s health insurance benefits, and you may have to provide records of your military service if you are receiving any such military or veteran’s benefits.

Do you need a W-2 to sign up for Medicare?

You may have to show some of your tax record information, such as a W-2, when you sign up for Medicare.

What documents are needed to prove your identity?

To prove your identity, you can show one of several documents. A U.S. driver's license, a state-issued non-driver identification card or a U.S. passport can be used for your identity verification.

How to get a copy of my birth certificate?

If your birth certificate is missing, there are ways to get a replacement. You can contact the vital records office in the state where you were born to request a copy of your birth certificate. The office will likely ask you to provide certain information before sending you a replacement. If you were born abroad to parents who were U.S. citizens, they likely registered your birth at the U.S. embassy or consulate in the country where they were living at the time. In that case, you can ask for a copy of the report of birth abroad from the U.S. Department of State. If you were born on a military base located overseas, you may be able to contact the hospital where you were born to ask about a birth certificate copy.

What is spousal records?

Spousal records. A copy of military service papers, if you served before 1968. Use the following guidelines to help you determine if the original records are needed, what type of documents will be accepted and how to replace missing information. A Birth Certificate.

Can I start the Social Security application process?

If you are in the process of getting your documents compiled but don't have everything you need yet, you can still start the application process. "Social Security representatives may be able to help you get them or you can supply them later," says Mark Falter, president of Mid-American Wealth Advisory Group in Kansas City, Missouri. "The payments start from when you begin the process of applying, not when you have all the required documentation."

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