OMB No. 0938-0787 Expires: 06/2023 REQUEST FOR ... - CMSMODIFIED BENEFIT FORMULA QUESTIONNAIREIMPORTANT SIGN AND RETURN THIS FORM IN THE ENCLOSED ...OMB No. 0938-0787 Expires: 06/2023 REQUEST FOR ... - CMS-2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your name as it appears on your Social Security card in the designated fields for First Name, Middle Initial, and Last Name.
  3. Provide your Social Security Number (SSN) and Date of Birth. Ensure that you enter only one SSN per request.
  4. Select the type of earnings information you need by checking the appropriate box. Specify the years requested for earnings information.
  5. If you want the information sent to someone else, fill in their details in section 3, including their name and address.
  6. Sign and date the form at the bottom, ensuring that if you sign with an 'X', two witnesses must also sign.
  7. Review all entered information for accuracy before submitting your completed form to SSA within 120 days of signing.

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Medicare will enroll you in Part B automatically. Your Medicare card will be mailed to you about 3 months before your 65th birthday. If youre not getting disability benefits and Medicare when you turn 65, youll need to call or visit your local Social Security office, or call Social Security at 1-800-772-1213.
This information is needed to determine whether an individual is eligible to enroll in Medicare Part B or Premium Part A under the provisions of section 1837(i) of the Social Security Act (The Act) and/or qualify for a reduction in the premium amount under the provisions of section 1839(b) of the Act.
Yes, many people receive Social Security without signing up for Medicare. Most people arent eligible for Medicare until they turn 65. As you can start collecting Social Security retirement benefits at 62, individuals may have Social Security without Medicare for several years.

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You can complete the Part B SEP online or you can mail your completed CMS 40B, Application for Enrollment in Medicare - Part B (Medical Insurance) and CMS L564 - Request for Employment Information to your local Social Security office.
You automatically get Medicare when you turn 65 Part A covers inpatient hospital stays, skilled nursing facility care, hospice care, and some home health care. Part B covers certain doctors services, outpatient care, medical supplies, and preventive services.
If you already get Social Security benefits, well automatically enroll you in Medicare Hospital Insurance (Part A) and Medical Insurance (Part B). Well mail you all the information you need a few months before you become eligible. Note: Residents of Puerto Rico or foreign countries wont automatically receive Part B.
Form CMS-L564 is an employment information form from the Social Security Administration (SSA). Its used in conjunction with Form CMS-40B when you apply for Medicare part B during a special enrollment period (SEP).
This form is used for proof of group health care coverage based on current employment. This information is needed to process your Medicare enrollment application. The employer that provides the group health plan coverage completes the information about your health care coverage and dates of employment.