How To Complete Medicare Form CMS 40B

Some situations require you to submit a paper Medicare Part B application to the Social Security Administration. We explain how to complete Form CMS-40B in this video.

Starting in January 2025, the option to just "walk-in" and turn in Form 40B and Form L564 to your local SSA office is no longer available...unless it's a DIRE need situation.

00:58 Submitting the form during your Initial Enrollment Period (IEP)
03:22 Submitting the form during a Special Enrollment Period (SEP)
05:02 Submitting the form during the General Enrollment Period (GEP)

And then see our companion video (How to Complete Medicare Form CMS L564) for Special Enrollment Period situations:    • How To Complete Medicare Form CMS L564  
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