How to Enroll in Medicare part B After 65 (HOW TO NOT MESS UP THE PAPERWORK!) 2025
Автор: Scott Fox Insurance: Medicare&Social Security Nerd
Загружено: 2025-04-22
Просмотров: 1430
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📌 How to Enroll in Medicare Part B (CMS 40B Form) | Step-by-Step Guide
Oh hello! I didn't see you there. I'm Scott Fox, lifelong insurance nerd-and in this video, I'm walking you through exactly how to fill out Medicare's Form CMS 40B to enroll in Part B the right way.
🎯 Whether you're enrolling during your Medicare IEP (Initial Enrollment Period), SEP (Special Enrollment Period), or the GEP (General Enrollment Period), this guide will save you time, confusion, and potentially a lifetime of penalties.
✅ In this video you'll learn:
Where to download Form CMS 40B and how to get your Medicare number
How to answer tricky questions like 6, 7A, and 8 correctly on your Medicare part B enrollment form
The difference between Medicare enrollment periods IEP, SEP, and GEP-and which one applies to you
Why and how to avoid the dreaded Medicare Part B penalty
Pro tips to avoid getting your Medicare part B application kicked back
What extra form you must include if you're applying during a SEP
📎 Download Form CMS 40B here:
🔗 https://www.ssa.gov/forms/ssa-40b.pdf
📎 Need to set up your MySSA account? Watch this video next:
🔗 [Link to your "How to Set Up MySSA.gov" video]
📝 If you're applying during a Special Enrollment Period, don't forget you'll also need Form CMS-L564. Watch that guide here:
🔗 [Link to your CMS-L564 video]
💬 Found this video helpful?
Give it a thumbs up, subscribe to my channel, and share it with anyone who needs to enroll in Medicare Part B!
📅 Questions? Drop them in the comments and I'll personally answer every single one.
Thanks for watching, and remember-do it early, and do it right.
#MedicarePartB #MedicareEnrollment #CMS40B #ScottFoxInsurance #LifelongInsuranceNerd #MedicareMadeSimple
00:00 - Intro: Medicare Part B Application Overview
00:26 - Downloading Form CMS-40B and Getting Started
01:07 - When Do You Need Form 40B? IEP, SEP, GEP
01:53 - Where to Submit the Form (Appointments Required)
02:30 - Medicare Number vs Social Security Number
03:10 - How to Fill Out Basic Info (And the Silly Question #6)
03:45 - Understanding Questions 7A–7C (Employer Coverage Details)
05:10 - When You Must Use the Remarks Section
06:02 - When Your Part B Coverage Will Begin
07:00 - Special Enrollment Periods (SEP) and What to Write on the Form
08:30 - Important SEP Details: Coverage Gaps & Penalty Avoidance
09:25 - GEP (General Enrollment Period) Rules and Dates
10:22 - Breaking the Rules on the Remarks Section
11:00 - Final Thoughts and Next Steps
11:30 - Watch Next: How to Fill Out CMS-L564
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👨⚕️ ABOUT ME:
I’m Scott Fox—lifelong insurance nerd and licensed independent broker helping people like you make sense of Medicare, Social Security, and retirement insurance.
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This content is for educational purposes only and not legal or financial advice. For personalized recommendations, schedule a call or speak with a licensed professional.
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