Thank you for contacting us to help you along the Medicare path. Here is a list of simple procedures to help you. The L564 form is for you to take to your H.R. rep and have them fill that out, and the 40B form is for you to fill out. You will want to have both forms filled out and ready to send to Social Security about two and a half months before you want your Medicare to begin. When you call them to enroll at that time, ask for the fax number to fax in those forms. That way the forms get to the proper person quicker.
When you have to apply for your Medicare card (Part A and B) you can do one of two things.
1. Go to ssa.gov and apply there.
or Call your local Social Security office to be able to apply.
Ogden 877-378-9081
Salt Lake 866-851-5275
S. Jordan 866-690-1947
Provo 866-366-9549
Cedar City 866-446-7085
St. George 866-446-7085
2. Complete our "Needs Analysis" Form
Once I get the form, I will begin the analysis and find options for you. I will contact you within 72 hours after I receive the form, to schedule a time that we can meet together and discuss what those personalized options are.
I hope this helps and I look forward to working with you and helping you make a good decision about Medicare.
