Medicare Forms
Scope of Appointment
Fill this out and bring with to your appointment or send prior to appointment.
Medicare Explained
Our own Medicare explanation form. Parts A, B, C & D and all of the Medicare plan options.
Medicare Part B App.
Application to enroll in Part B, if you already have Part A. Example: Worked past age 65.
Employer Part B App.
Application to enroll in Part B if you already have Part A for your employer to fill out.
Auto Pay Part B
If you are not on Social Security, you get a bill for Part B. Sign up for auto pay here.



IRMAA Part B
Find out how much more you will pay for Medicare Part B if you have a high income.



IRMAA Part D
Find out how much more you will pay for Medicare Part D if you have a higher income.


