Medicare Application: The Documents You Need When You Apply

Some qualified beneficiaries may be automatically enrolled in Original Medicare (Part A and Part B).

If you need to apply for Medicare, here are some of the important documents and information you’ll need to have ready when you fill out your Medicare application.

Couple reviewing documents to apply for Medicare

How do I sign up for Medicare?

There are three ways to apply for Medicare:

  • Online
    You may apply for Medicare online through the Social Security Administration (SSA) website. The application process typically takes no more than 10 minutes to complete.

  • By phone
    Call 1-800-772-1213 between 7am and 7pm Monday through Friday to apply over the phone. If you are hard of hearing, you may dial 1-800-325-0778.

  • In person
    Visit your local Social Security office to apply for Medicare in person.

What do you need to bring when applying for Medicare?

If you are applying in person for Medicare benefits, you may want to have the following documents handy when you apply.

Birth certificate

You typically need to be at least 65 years old to receive Medicare benefits, unless you have a qualifying disability or condition. However, you may begin the enrollment process three months before turning 65, which is when your Medicare Initial Enrollment Period (IEP) typically begins.

Learn more about the Medicare Initial Enrollment Period.

Proof of U.S. citizenship or legal residency

You must be a U.S. citizen or a legal resident of the U.S. for at least five continuous years to be eligible for Medicare.

Your Social Security card (if already receiving SSA benefits)

If you are already receiving benefits from Social Security or the Railroad Retirement Board, you may be required to supply your Social Security card when applying for Medicare.

Health insurance information

Depending on your situation, you may be able to use Medicare in conjunction with other types of health insurance.

If you already have a health insurance policy, you may need to show documents that detail your current coverage and your insurance plan terms and conditions. Medicare can use these important documents to help determine which insurer will pay first for any health care services you receive.

Tax information

You may have to show some of your tax record information, such as a W-2, when you sign up for Medicare.

The number of years that you have worked and paid Medicare taxes can determine whether you are eligible for premium-free Medicare Part A (hospital insurance).

Your reported income from two years prior can determine how much you will pay for your Medicare Part B (medical insurance) premium.

Military documents

There are some specific rules concerning Medicare and veteran’s health insurance benefits, and you may have to provide records of your military service if you are receiving any such military or veteran’s benefits.

Part B enrollment application

If you originally opted out of Medicare Part B and now want to sign up, you may have to fill out a Part B enrollment application.

How do I apply for Medicare Advantage?

Medicare Advantage plans (Medicare Part C) provide the same benefits as Original Medicare, and many plans may offer additional benefits that Original Medicare doesn’t cover.

If you are eligible for Original Medicare, you may also be eligible for a Medicare Advantage plan. To find out more about your eligibility and to compare plans that are available where you live, speak with a licensed insurance agent today by calling TTY Users: 711 24 hours a day, 7 days a week.

Copyright © 2019 TZ Insurance Solutions LLC. All rights reserved.

MedicareAdvantage.com is a website owned and operated by TZ Insurance Solutions LLC. TZ Insurance Solutions LLC and TruBridge, Inc. represent Medicare Advantage Organizations and Prescription Drug Plans having Medicare contracts; enrollment in any plan depends upon contract renewal.

Plan availability varies by region and state. For a complete list of available plans, please contact 1-800-MEDICARE (TTY users should call 1-877-486-2048), 24 hours a day/7 days a week or consult www.medicare.gov.

Medicare has neither reviewed nor endorsed this information.