CMS model representative form · CMS
Authorizes another person to file grievances, request coverage determinations, or appeal on behalf of a Medicare Advantage or Part D enrollee.
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Mail to your Medicare Advantage plan
Send to the plan's address on your membership card or correspondence.
Fax to your MA plan's member services
Fax number is on the back of your plan membership card.
Submit at your MA plan's local office (if available)
Processed within 5-10 business days. The representative can begin acting once the form is accepted.
The appointed representative can file appeals, request coverage determinations, and receive plan correspondence on your behalf.
CMS-40B · CMS
Application for enrollment in Medicare Part B (medical insurance). Used during Initial Enrollment, General Enrollment, or Special Enrollment Periods.
CMS-L564 · CMS
Employer verification of group health plan coverage dates. Required alongside CMS-40B when using a Special Enrollment Period after employer coverage ends.
CMS-10797 · CMS
Application for Medicare Part A and Part B during a Special Enrollment Period for exceptional conditions such as natural disasters or employer misinformation.
CMS-10798 · CMS
Application for Part B immunosuppressive drug coverage for individuals who lose Part B but need ongoing immunosuppressive drug coverage after a kidney transplant.
Plan-specific (CMS model template) · CMS
Model enrollment form for Medicare Advantage or Part D prescription drug plans. Plans customize the CMS template but must include all required elements.
CMS model disenrollment form · CMS
Request to disenroll from a Medicare Advantage or Part D plan and return to Original Medicare. Available during applicable enrollment periods.
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