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Health  •  Life  •  Medicare

Print it. Save it. Be prepared.

Forms

Useful paperwork, all in one place. Open a PDF on your phone, save it for later or print a copy to bring to your appointment.

Official Medicare paperwork

Part B & employer coverage

Starting Part B after working past 65? These are the two forms commonly used for enrollment based on employer coverage. Social Security can confirm the forms and enrollment period that apply to you.

OFFICIAL CMS FORM · PDF

Apply for Medicare Part B

CMS-40B

For people who already have Medicare Part A and want to enroll in Part B (Medical Insurance). If you do not have Part A yet, contact Social Security about your first Medicare application.

Complete and sign the form, then follow Social Security’s submission instructions.

OFFICIAL CMS FORM · PDF

Employer coverage verification

CMS-L564

For people enrolling in Part B after delaying it while covered by a group health plan based on current employment. Often used when retiring or leaving employer coverage.

You complete Section A; your employer completes Section B. Submit it with CMS-40B when required.

Need help submitting a form? Reach out to Amber for assistance at 816-695-8248 or amber@ibakc.com, or contact Social Security directly. Find your local office at SSA.gov/locator, or call 1-800-772-1213.

From IBA

Get ready for your Medicare review

IBA CHECKLIST · 1-PAGE PDF

2027 Medicare Readiness Checklist

Prepare for your coverage review with your Annual Notice of Change, an updated prescription list with dosages, doctors and specialists, pharmacy preferences, and questions about costs and benefits.

Designed to print on one page or view on your phone.

Printable guides

2027 Medicare extra benefits

GREATER KANSAS CITY · PDF GUIDE

2027 Extra Benefits & Shopping Guide

A color-coded guide organized by carrier, with common participating stores, tips for using OTC and healthy food benefits, and clickable carrier website links.

Benefits, eligible items and participating stores depend on your specific plan.

Looking for more information?

Visit our Resources page for trusted Medicare, Social Security, Medicaid and Marketplace links.

View all resources →

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