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Medicare Forms Library

Identify common federal forms and understand when they may be relevant.

Start with Medicare’s official form finder

The federal Medicare forms library groups enrollment, claims, appeal and other forms by the action you need. Use the current form and instructions from Medicare.gov instead of an undated copy on another website.

Official source: Medicare: Official forms ↗

Part B after employer coverage

Medicare lists form CMS-40B for applying for Part B and CMS-L564 for employment information in relevant Special Enrollment Period situations. SSA handles enrollment; check its Part-B-only application instructions and the exact evidence required.

Official source: Medicare: Enrollment forms ↗ · SSA: Sign up for Part B only ↗

Income-related premium reconsideration

For a qualifying life-changing event affecting IRMAA, SSA describes the request and form SSA-44. A loss of income alone is not a promise of approval; use SSA’s event criteria and supporting documentation.

Official source: SSA: Request lower IRMAA ↗

Claims and appeals

A coverage decision notice identifies the action and timeframe to dispute it. Medicare’s appeal forms and guidance differ between Original Medicare, private health plans and Part D. Keep the notice rather than picking a generic appeal form.

Official source: Medicare: Claims and appeals ↗ · Medicare: Official forms ↗

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We do not offer every plan available in your area. Currently, we represent organizations that offer products in your area. Please contact Medicare.gov or 1-800-MEDICARE for information on all of your options.

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