Plan-specific (CMS model template) · Part D Plan Sponsors
Enrollment in a Medicare Part D prescription drug plan. Current medication list is the critical input for plan comparison and selection.
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Medicare.gov Plan Finder (recommended)
https://www.medicare.gov/plan-compare/Compare and enroll in Part D plans online.
Mail the plan's enrollment form
Each Part D plan provides its own enrollment form on its website or by request.
Through a licensed insurance agent, SHIP counselor, or at a plan enrollment event
Filing Deadline
Initial Enrollment: 3 months before to 3 months after turning 65. Annual Enrollment: Oct 15 - Dec 7. Special Enrollment: within 63 days of losing other creditable drug coverage.
Enrollment processed within 14 days. New coverage starts the first of the month following enrollment (or January 1 during AEP).
You will receive plan materials including the Evidence of Coverage and formulary. Your new plan card will arrive before your coverage start date.
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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