Medicare Blog

what papers do i need to apply for medicare

by Hulda Romaguera Published 2 years ago Updated 1 year ago
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What do you need to bring when applying for Medicare?

  • Birth certificate. You typically need to be at least 65 years old to receive Medicare benefits, unless you have a qualifying disability or condition.
  • Proof of U.S. citizenship or legal residency. You must be a U.S. citizen or a legal resident of the U.S. ...
  • Your Social Security card (if already receiving SSA benefits) If you are already receiving benefits from Social Security or the Railroad Retirement Board, you may be required to supply your ...
  • Health insurance information. Depending on your situation, you may be able to use Medicare in conjunction with other types of health insurance.
  • Tax information. You may have to show some of your tax record information, such as a W-2, when you sign up for Medicare.
  • Military documents. 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 ...
  • Part B enrollment application. If you originally opted out of Medicare Part B and now want to sign up, you may have to fill out a Part B enrollment application.

Full Answer

What documents are required for Medicare?

  • Your Social Security card, if you are already receiving benefits
  • Health insurance information about the type and dates of coverage
  • Information about your employment, such as a W-2 form, if you are still working
  • US military discharge papers if you served before 1968

How to find the Medicare forms you need?

How to Find the Medicare Forms You Need

  • Types of forms. Many different forms are needed for Medicare.
  • Enrollment forms. You can fill out a Medicare application or enrollment form online or on paper. ...
  • Web resources. If you're a Web-savvy older adult, use the Internet to look for more information about your Medicare benefits or to find appropriate forms.
  • Phone numbers. ...
  • Enrolling in your plan. ...

What documents are needed to file for Medicaid?

Medicaid Document Checklist Last Updated January 21, 2018

  • Copy of photo ID (front and back)
  • Copy of social security card (front and back)
  • Copy of health insurance card (front and back)
  • Copy of Medicare card (front and back)
  • Copy of birth certificate
  • Social security annual statement
  • Copy of most recent health insurance premium bill
  • Copy of most recent bank statement

More items...

What items are needed for a Medicaid application?

  • Proof of age (birth certificate or driver’s license).
  • Proof of citizenship or alien status.
  • Proof of all sources of income (paystubs or tax return, Social Security, Supplemental Security Income, Veteran’s benefits, retirement accounts, and any other income).

More items...

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What do I need in order 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...

Is it better to apply for Medicare online or in person?

You can do so over the phone or in person, but if you're looking to save time, completing an online application is probably the best way to go. The first step in enrolling in Medicare online is creating an account on the Social Security Administration's web site.

How long does it take to get Medicare card after applying?

about 3 weeksYou'll receive your card within about 3 weeks from the date you apply for Medicare. You should carry your card with you whenever you're away from home. You can sign in to your MyMedicare.gov account if you need to print a replacement card.

How long before you turn 65 do you apply for Medicare?

3 monthsYour first chance to sign up (Initial Enrollment Period) It lasts for 7 months, starting 3 months before you turn 65, and ending 3 months after the month you turn 65. My birthday is on the first of the month.

Do I automatically get Medicare when I turn 65?

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.)

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.

Do they automatically send you a Medicare card?

You should automatically receive your Medicare card three months before your 65th birthday. You will automatically be enrolled in Medicare after 24 months and should receive your Medicare card in the 25th month.

Are Medicare cards automatically sent?

Enrollment in Original Medicare and the receipt of your Medicare ID card will be automatic if you meet one of the following conditions. If you are turning age 65 and receiving Social Security Insurance or Railroad Retirement Board benefits, your Medicare ID card will arrive three months before your 65th birthday.

What is the best way to apply for Medicare?

The best way to apply for Medicare is online at socialsecurity.gov or by speaking with a representative at 1-800-772-1213, Monday through Friday, b...

How long does it take for a Medicare application to be approved?

Depending on the application method that you choose, approval by phone, mail, or online can take 30 to 60 days. However, applications can be proces...

What do I need to do to enroll in Medicare?

You will need basic information and documentation such as your Social Security card, citizenship status, birth certificate, earnings statements, fe...

Is it mandatory to go on Medicare when you turn 65?

No, it’s not mandatory to go on Medicare when you turn 65. However, declining the federal benefit can end up being complicated in certain scenarios...

How much does Medicare cost at 65 years old?

Most people don’t pay a monthly premium for Part A. The premium for Part B is currently $148.50, but it can be more if you have a high income. The...

Medicare Eligibility

Your Initial Enrollment Period for Medicare lasts for seven months, starting three months before you reach the age of 65 and ending three months after. Eligibility for Medicare benefits is available for people age 65 and older.

What to Bring When Applying for Medicare

If you’re collecting Social Security benefits before you turn 65, you’ll automatically be enrolled in Medicare. You won’t need to dig up any documents to apply. The same goes for being eligible due to collecting SSDI after 24 months.

Documents for Medicare Advantage and Medigap

Whether you sign up for Medicare Advantage or Medigap, you’ll need both your Medicare number and the date your Original Medicare coverage started. This information will be on your Medicare card. You can also access this information through your dashboard on the Social Security website if you created an account to enroll.

What If I Lost My Documents?

If you lost your documents or can’t locate them, you still have time to obtain new copies before applying for Medicare. This involves contacting your state or local offices for copies of records and other documents that you might not have readily available. Here’s how you can obtain new copies.

Enrolling in Medicare

Once you’ve got all of your documents in order, you’re ready to apply! To get started, check out my guide: How to Apply for Medicare.

Applying For Medicare With Employer Coverage

Can you still enroll in Medicare coverage, even if youre not yet seeking retirement? The answer is yes! Medicare coverage can coincide with your group coverage through your employer. If your employer has more than 20 employees, your group coverage will work as your primary insurance, and Medicare will be your secondary insurance.

Documents Required For Medicare Enrollment

The Ministry of Social Security accepts only certain documents to verify your place and date of birth. Most people can use their birth certificates. If the birth certificate is not available at the moment, you will need to provide at least two pieces of alternative documentation.

Do I Need Medicare Enrollment Forms For Original Medicare Part A And Part B

You might not need to worry about enrolling in Original Medicare . Many people are automatically enrolled in Medicare Part A and Medicare Part B when they become eligible, but some people have to apply on their own.

How To Enroll In Medicare Online

To be clear, you dont have to sign up for Medicare online. You can do so over the phone or in person, but if youre looking to save time, completing an online application is probably the best way to go.

How Do I Apply For Medicare Online

Applying for your Medicare benefits online is a simple 10-minute process for most people, and you wont need to send in any documents or other information to apply. In order to use the online application process, you must:

Applying For Medicare Only Takes Around 10 Minutes When You Do It Online

For most people, the process of applying for Medicare health insurance will be remarkably simple. However, it makes sense to seek a thorough understanding of the enrollment process before it begins, so you can ensure that you know exactly what you need to do at every stage.

When Do I Sign Up For Medicare Advantage

Before you sign up for Medicare Advantage, make sure you weigh the pros and cons of Medicare Advantage vs. Medicare Supplements. If you choose to sign up for Medicare Advantage, you can do so during your IEP.

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, ...

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.

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.

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.

Is Medicare Part C the same as Original Medicare?

Medicare Advantage plans (Medicare Part C) provide the same benefits as Original Medicare, and many plans may offer additional benefits that Original Medicare doesn’t cover. If you are eligible for Original Medicare, you may also be eligible for a Medicare Advantage plan.

Social Security May Request Birth Certificates and Tax Information

The application process for Medicare asks for several pieces of information, including:

Seniors Can Use Other Documents to Prove Their Eligibility

If a senior doesn’t have a record of their birth in the form of a birth certificate, another document such as a passport can be used. If they don’t have a passport, Social Security may accept immunization or other medical records, school records or state census records as proof of age.

How long does it take to get Medicare online?

A: Applying for Medicare online is easy and requires information that you’ll likely have on hand. Your initial enrollment window for Medicare spans seven months, beginning three months before the month of your 65th birthday and ending three months after that month. During this time, you have the option to sign up for Medicare online.

What happens if you miss your enrollment window for Medicare?

But know this: For each 12-month period you’re eligible for coverage but don’t apply, you’ll risk a 10% surcharge on your Part B premiums.

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