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  • More
    • Home
    • Learn About Us
      • Our Volunteers
      • What's a CMA?
      • Our Services
      • Our Process
      • Contact Us
      • Locations
    • Enrollment Periods
      • Medicare Open Enrollment
      • Medicare Advantage OEP
      • 5-Star Rating Plan Change
      • Retiring?
      • Turning 65?
      • Moving?
    • Social Security Info
      • How to Apply for Medicare
      • Documents Checklist
      • Social Security Locations
    • Exciting News and Events
      • Check out the Latest!
      • Helping a Loved One - AEP
      • Common Medicare Mistakes
      • Common Medicare Scams
    • Join Our Team!
      • Open Positions!
      • Internships Available!

  • Home
  • Learn About Us
    • Our Volunteers
    • What's a CMA?
    • Our Services
    • Our Process
    • Contact Us
    • Locations
  • Enrollment Periods
    • Medicare Open Enrollment
    • Medicare Advantage OEP
    • 5-Star Rating Plan Change
    • Retiring?
    • Turning 65?
    • Moving?
  • Social Security Info
    • How to Apply for Medicare
    • Documents Checklist
    • Social Security Locations
  • Exciting News and Events
    • Check out the Latest!
    • Helping a Loved One - AEP
    • Common Medicare Mistakes
    • Common Medicare Scams
  • Join Our Team!
    • Open Positions!
    • Internships Available!

Online Application Instructions

How to apply online for Retirement, Spouses, and Medicare Benefits.

If you need a little help getting through the online process to apply for Medicare Parts A &/or B, the Social Security Administration has made an instructional video on the process.  Of course, if you have any questions about the process or issues accessing this video, please reach out to us.  We are always happy to help navigate this confusing process.

Checklist for Medicare Applications

Got everything you need?

Whether you are applying online, over the phone, or in-person - you may want to have certain documents at the ready for reference if needed.  Social Security has a handy dandy checklist!

Click Here to View or Download the list

Click Here to Apply Online! You'll be directed to the official ssa.gov website.

Click Here to Apply Online! You'll be directed to the official ssa.gov website.

Click Here to Apply Online! You'll be directed to the official ssa.gov website.

Click Here to Apply Online! You'll be directed to the official ssa.gov website.

Click Here to Apply Online! You'll be directed to the official ssa.gov website.

Click Here to Apply Online! You'll be directed to the official ssa.gov website.

Don't want to apply online?

The Social Security Administration encourages everyone to apply online, but the online application process isn't right for everyone.  Depending on your situation, here are needed forms for the paper option.  You can fax in or drop off these forms at your local Social Security office location..  

  1. If you are already enrolled in Medicare Part A and are ready to sign up for Part B, you don't have to apply online - there's a form for that :)
  2. If you are already enrolled in Medicare Part A, and are enrolling in Part B, you may also need an Employer Verification form as well, if you are over the age of 65 and have had benefits provided by your employer..

CMS40B-E (Part B app) (pdf)

Download

CMS-L564E (Employer Verification) (pdf)

Download

Click here to find the closest Social Security Office near you...

SSA Locator

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