Forms

Useful Medicare and Social Security forms

Forms are only helpful when you know why you are using them. Start here to understand common CMS and SSA forms before you download or submit anything.

SF-5510

Medicare Easy Pay

Use this form to request automatic monthly withdrawal for Medicare premium payments.

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CMS-L564

Proof of Employment Coverage

This form is commonly used to document employer coverage when someone signs up for Part B after working past 65.

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SSA-44

IRMAA Life-Changing Event

Use this Social Security form to request a lower IRMAA after certain income-reducing life-changing events.

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CMS-40B

Part B Enrollment Application

This form is used to request enrollment in Medicare Part B medical insurance.

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CMS-1763

Terminate Medicare Part A or Part B

This form starts the request to terminate Medicare Part A and/or Part B coverage.

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CMS-10287

Quality of Care Complaint

Use this form to file a Medicare quality-of-care complaint.

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CMS-1490S

Patient Request for Medical Payment

Use this form when a Medicare claim needs to be filed by the patient instead of being filed automatically by a provider.

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SSA-634

Change Social Security Overpayment Recovery Rate

Use this Social Security form to request a different overpayment recovery rate when the current withholding creates hardship.

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Not sure which form applies?

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