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    • Home
    • DISCLAIMERS
    • Medicare Explained
    • VIDEOS
    • MEDIGAP
    • HELPFUL CHARTS
    • 2 PATHS TO MEDICARE
    • DENTAL/VISION/HEARING
    • CANCER INSURANCE
    • FORMS
  • Home
  • DISCLAIMERS
  • Medicare Explained
  • VIDEOS
  • MEDIGAP
  • HELPFUL CHARTS
  • 2 PATHS TO MEDICARE
  • DENTAL/VISION/HEARING
  • CANCER INSURANCE
  • FORMS

Commonly Needed Forms

CMS-40B

CMS-L564

CMS-L564

Checklist titled CMS 40B with one box checked and a pencil beside it.

Application for Enrollment 

in Medicare Part B

CMS-L564

CMS-L564

CMS-L564

CMS L564 form with a checkmark on the second box and a pencil beside it.

Request for

Employment Information


SSA-44

Checklist form SSA-44 with one box checked and a pencil.

Medicare Income-Related Monthly Adjustment Amount

Life Changing Event.

Use to request a re-evaluation of IRMAA based on change of income.

IRS W-4V

Illustration of an IRS W-4V form with checkboxes and a pencil.

Voluntary Withholding Request

 use this form to ask the government 

to withhold Federal Income Tax from your Social Security so that you 

don't get a big, unpleasant surprise when income taxes are due. 

(Talk to your Accountant for advice)

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