Fill Out a Valid CMS-1763 Exp Form

Fill Out a Valid CMS-1763 Exp Form

The CMS-1763 Exp form is essentially a document used by individuals who wish to terminate their Medicare coverage. Understanding its structure and the conditions under which it should be used is crucial for making informed decisions regarding one's health insurance options. This introduction aims to shed light on the importance and implications of completing the CMS-1763 Exp form.

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Deciding to terminate Medicare coverage is a significant decision that should not be taken lightly, and it involves navigating through various administrative processes. Among these, the CMS-1763 Exp form plays a crucial role. This specific form is utilized by individuals who wish to formally request the termination of their Medicare benefits. The reasons behind such a decision can vary widely, from changes in personal circumstances to obtaining alternative insurance coverage that better meets an individual's needs. Completing and submitting the CMS-1763 Exp form is, therefore, a critical step for those who have made the informed choice to end their Medicare coverage. It is designed to ensure that the process is carried out efficiently, with clear communication between the individual and the Social Security Administration, which processes these requests. Understanding the various sections of the form, along with the necessary documentation that must accompany it, is essential for a smooth termination process. The form's importance lies not just in its role in ending Medicare services but also in its function in protecting individuals from potential gaps in health care coverage and unforeseen legal or financial consequences.

Document Example

DEPARTMENT OF HEALTH AND HUMAN SERVICES

Form Approved

CENTERS FOR MEDICARE & MEDICAID SERVICES

OMB No. 0938-0025

 

Expires: 04/24

REQUEST FOR TERMINATION OF PREMIUM PART A, PART B, OR

PART B IMMUNOSUPPRESSIVE DRUG COVERAGE

WHO CAN USE THIS FORM?

People with Medicare premium Part A or B who would like to terminate their hospital or medical insurance coverage.

WHEN DO YOU USE THIS APPLICATION?

Use this form:

If you have premium Part A or Part B, but wish to no longer be enrolled.

If you have Part B, but recently re-joined the workforce with access to employer-sponsored health insurance and wish to voluntarily terminate this coverage.

If you have Part B, but are now covered under a spouse’s employer-sponsored health insurance and wish to voluntarily terminate this coverage.

WHAT HAPPENS NEXT?

Send your completed and signed application to your local Social Security office. If you have questions, call Social Security at 1-800-772-1213. TTY users should call 1-800-325-0778.

HOW DO YOU GET HELP WITH THIS

APPLICATION?

Phone: Call Social Security at 1-800-772-1213. TTY users should call 1-800-325-0778.

En español: Llame a SSA gratis al 1-800-772-1213 y oprima el 2 si desea el servicio en español y espere a que le atienda un agente.

In person: Your local Social Security office. For an office near you check www.ssa.gov.

WHAT INFORMATION DO YOU NEED TO COMPLETE THIS APPLICATION?

Your Medicare number

Your current address and phone number

A witness and their current address and phone number, if you signed the form with “X”

Date you are requesting to end your premium Part A or Part B

WHAT ARE THE CONSEQUENCES OF

DISENROLLMENT?

If you disenroll from Part B, it may result in gaps in your coverage, and you may incur a late enrollment penalty of 10% for each full 12-month period you don’t have Part B but were eligible to sign up and you don’t have other appropriate coverage in place.

You must have Part B while enrolled in premium Part A. If you disenroll from Part B, your premium Part A will also terminate.

REMINDERS

If you’ve already received your Medicare card, you’ll need to return it to the SSA office or mail it back.

WHAT IF YOU WANT TO RE-ENROLL IN MEDICARE?

If you do not qualify for a special enrollment period (SEP), you will need to wait until the general enrollment period (GEP), which is every year from January—March. Coverage will be effective the month after the month of the enrollment request.

If you would like to re-enroll in premium Part A or Part B you will need to complete the form CMS 18-F-5 or

CMS 40-B. If you qualify for an SEP, youll also need to attach the following:

If you qualify for an SEP based on employer group health plan coverage, you’ll need to complete the CMS L564.

If you qualify for an SEP based on another circumstance you’ll need to complete form CMS 10797.

The forms will need to be provided to SSA per the instructions on each individual form.

You have the right to get Medicare information in an accessible format, like large print, Braille, or audio. You also have the right to file a complaint if you feel you’ve been discriminated against. Visit https://www.medicare.gov/about-us/accessibility-nondiscrimination- notice, or call 1-800-MEDICARE (1-800-633-4227) for more information. TTY users can call 1-877-486-2048.

Form CMS-1763 (01/2022)

DEPARTMENT OF HEALTH AND HUMAN SERVICES CENTERS FOR MEDICARE & MEDICAID SERVICES

REQUEST FOR TERMINATION OF PREMIUM PART A, PART B,

OR PART B IMMUNOSUPPRESSIVE DRUG COVERAGE

The completion of this form is needed to document your voluntary request for termination of Medicare coverage as permitted under the Code of Federal Regulations. Section 1838(b) and 1818A(c)(2)(B) of the Social Security Act require filing of notice advising the Administration when termination of Medicare coverage is requested. While you are not required to give your reasons for requesting termination, the information given will be used to document your understanding of the effects of your request.

DO NOT WRITE IN THIS SPACE

NAME OF ENROLLEE (Please Print)

MEDICARE NUMBER

NAME OF PERSON, IF OTHER THAN ENROLLEE, WHO IS EXECUTING THIS REQUEST.

THIS IS A REQUEST FOR TERMINATION OF

DATE PART A

DATE PART B

DATE PBID

HOSPITAL INSURANCE

WILL END

WILL END

WILL END

MEDICAL INSURANCE

 

 

 

PART B IMMUNOSUPPRESSIVE DRUG COVERAGE

 

 

 

 

 

 

 

I request termination of my enrollment under the above sections of title XVIII of the Social Security Act, as amended, for the reason(s) stated below:

I UNDERSTAND THAT IF I AM REQUIRED TO PAY FOR MY HOSPITAL INSURANCE, THE TERMINATION OF MY PART B COVERAGE WILL ALSO END MY PART A COVERAGE.

If this request has been signed by mark (X), two witnesses who know the applicant must sign below, giving their full addresses.

1. NAME OF WITNESS

SIGNATURE (Write in Ink)

SIGN

HERE

ADDRESS (Number and Street, City, State and Zip Code)

MAILING ADDRESS (Number and Street)

2. NAME OF WITNESS

CITY, STATE, ZIP CODE

ADDRESS (Number and Street, City, State and Zip Code)

DATE (Month, Day and Year)

TELEPHONE NUMBER

According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it displays a valid OMB control number. The valid OMB control number for this information collection is 0938-0025. The time required to complete this information collection is estimated to average 10 minutes per response, including the time to review instructions, search existing data resources, gather the data needed, and complete and review the information collection. If you have any comments concerning the accuracy of the estimate(s) or suggestions for improving this form, please write to: CMS, Attn: PRA Reports Clearance Officer, 7500 Security Boulevard, Baltimore, Maryland 21244-1850.

Form CMS-1763 (01/2022)

Form Breakdown

Fact Name Description
Purpose of CMS-1763 This form is used by individuals who wish to terminate their Medicare Part B (medical insurance) benefits. It serves as the official request for termination.
Who Needs to File Any Medicare Part B beneficiary opting to end their medical insurance coverage must complete and file the CMS-1763 form.
How to Submit The completed form must be submitted to a local Social Security office. In-person or mail submission is recommended for ensuring proper handling and receipt.
Governing Laws While the CMS-1763 operates under federal regulation due to its association with Medicare, specific submission and processing procedures may vary slightly by state, as guided by local Social Security offices.

CMS-1763 Exp - Usage Guide

After deciding to modify your Medicare plans, the next essential step involves completing the CMS-1763 form. This form plays a crucial role in the process, yet the task of filling it out can appear daunting at first glance. By following a detailed, step-by-step guide, however, the process can be simplified, ensuring that you provide all the necessary information accurately and efficiently. This will pave the way for a smoother transition in your Medicare arrangements. Below are the steps to guide you through the process of completing the CMS-1763 form. Please note, however, that the content of the CMS-1763 form is not provided within this context, and this guidance assumes familiarity with the form's structure and content.

  1. Begin by gathering all necessary personal information, including your Medicare number, social security number, and full legal name. This information is essential for accurate identification and processing.
  2. Enter your full legal name as it appears on your Medicare card. Ensure spelling accuracy to avoid delays in processing.
  3. Provide your Medicare number exactly as it appears on your Medicare card. This number is critical for your identification within the system.
  4. Fill in your date of birth using the specified format to ensure clarity and avoid any confusion.
  5. Provide your phone number and email address if available. This information is vital for communication purposes, should there be any questions or additional information required from you.
  6. State your complete mailing address, including any apartment or suite numbers, city, state, and ZIP code. This ensures that any correspondence related to the process reaches you without delay.
  7. Detailed instructions on the form will guide you through sections that require more specific information about your current Medicare plans and the changes you wish to make. Read these sections carefully and respond accurately.
  8. If the form requests your signature, make sure to sign it in the designated area. Your signature is critical as it validates the form and your requests.
  9. Finally, review all the information you have provided on the form to ensure accuracy and completeness before submission. Any errors or omissions may cause delays in the processing of your request.
  10. Submit the completed CMS-1763 form to the address provided by your Medicare administration. Ensure you follow any additional instructions provided for the submission process.

Once you have accurately completed and submitted the CMS-1763 form following the steps outlined, the processing of your request will begin. During this period, it is crucial to monitor any correspondence from Medicare closely, as additional information or clarification might be requested. By attentively providing all necessary information and promptly responding to inquiries, you can expect a smoother and more efficient transition in your Medicare coverage.

More About CMS-1763 Exp

What is the CMS-1763 form?

The CMS-1763 form is a document used by individuals to request the termination of their Medicare Part B (medical insurance) coverage. This form is submitted to the Social Security Administration (SSA).

Who needs to fill out the CMS-1763 form?

Any Medicare Part B enrollee who wishes to cancel their medical insurance coverage must complete the CMS-1763 form. This is typically done in situations where the individual finds the coverage unnecessary or prefers other insurance options.

How can one obtain the CMS-1763 form?

The CMS-1763 form is not available for download due to the need for a personal interview. Individuals wishing to terminate their Medicare Part B coverage must contact the Social Security Administration directly to schedule an interview, during which the form will be completed.

What information is required on the CMS-1763 form?

During the interview, individuals will be asked to provide personal information, including their Social Security Number and details about their Medicare coverage. They must also provide the reason for wanting to terminate their Medicare Part B coverage.

Is there a specific time to submit the CMS-1763 form?

There is no specific time of the year to submit the form; however, individuals should be aware of the enrollment periods and how termination might affect their ability to re-enroll in Medicare Part B in the future. Generally, it's advised to submit the form when you are certain about your decision to terminate coverage.

What happens after submitting the CMS-1763 form?

After the form is processed, the individual's Medicare Part B coverage will be terminated. The Social Security Administration will provide written confirmation of the termination. It's important to consider the implications of such a decision carefully, including potential gaps in health insurance coverage.

Can someone re-enroll in Medicare Part B after termination?

Yes, individuals can re-enroll in Medicare Part B during the General Enrollment Period (GEP), which runs from January 1 to March 31 each year, with coverage starting July 1. However, choosing to terminate Medicare Part B and then re-enrolling later may lead to a late enrollment penalty, increasing the premium cost.

Are there special considerations for terminating Medicare Part B coverage?

Yes, it's crucial to weigh the decision to terminate Medicare Part B carefully. Consider consulting with a healthcare advisor or the Social Security Administration to understand the potential impacts, including coverage gaps and penalties. Other health insurance coverage, such as through an employer, should be secured before termination to avoid any gap in coverage.

Common mistakes

Filling out the CMS-1763 EXP form, a requirement for individuals wishing to terminate their Medicare benefits, often seems straightforward. Yet, many stumble through the process, making mistakes that could delay or complicate the termination process. One common error is not providing complete personal information. It's crucial that every field on the form is filled in accurately. This includes double-checking Social Security numbers, dates of birth, and full names to ensure they match the details on official Medicare records. An incorrect or missing piece of information can hinder the processing of the form.

Another mistake people frequently make is overlooking the necessity to clearly state the reason for terminating Medicare benefits. It’s not enough to simply wish to cancel; the Centers for Medicare & Medicaid Services (CMS) require a clear, valid reason for the termination. Whether it's due to receiving similar benefits from another source or any other valid reason, it must be explicitly mentioned on the form. Without this, the CMS might not process the termination request, or at best, it may delay it significantly.

Not signing the form or forgetting to date it is another common oversight. This might seem like a small detail, but the absence of a signature or a date makes the document incomplete in the eyes of the CMS. A signature is a personal affirmation of the information provided and the desire to terminate Medicare benefits. Without it, the form is deemed not submitted, leading to unnecessary delays.

Finally, many fail to consult with a professional or thoroughly read the instructions before completing the form. This step is crucial for understanding the implications of terminating Medicare benefits and ensuring that all parts of the form are completed correctly. Seeking advice can help clarify any uncertainties about the process or the consequences of termination. Plus, it ensures that one is fully informed before making such a significant decision about their healthcare coverage.

Documents used along the form

The CMS-1763 is a form used by individuals who wish to terminate their Medicare benefits. Along with this form, there are other forms and documents that are commonly completed or required to ensure that a person's intent to withdraw from Medicare is processed correctly and efficiently. Below is a list of such documents, each accompanied by a brief description to help understand their importance and use.

  • SSA-561-U2 (Request for Reconsideration): This form is used if an individual disagrees with a decision made about their Medicare benefits and wishes to have it reconsidered. Filing this form can be a precursor or follow-up to CMS-1763 if the termination decision is contested.
  • HCFA-40B (Application for Enrollment in Medicare Part B [Medical Insurance]): This form may be used in conjunction with the CMS-1763 for individuals who are opting out of Medicare Part A but wish to enroll in or maintain their Medicare Part B coverage.
  • SSA-795 (Statement of Claimant or Other Person): Often used to provide additional information or clarification about an individual’s Medicare coverage or termination thereof, this form allows for a detailed personal statement to be attached to a request like the CMS-1763.
  • Advance Directive (Living Will or Health Care Power of Attorney): While not a form directly related to Medicare, having an advance directive can be important when making significant changes to one’s health coverage. It documents an individual’s preferences about medical treatments or interventions, which can be crucial after withdrawing from Medicare.
  • Proof of Other Health Insurance Coverage: If terminating Medicare in favor of other health insurance, documentation proving the other coverage is essential. This could include a policy statement or a letter from the new insurance provider.

In conclusion, while the CMS-1763 form is specifically for individuals looking to terminate their Medicare, the complexity of health insurance decisions often require additional forms and documents. Understanding what each of these documents is and why it might be necessary provides a clearer path for individuals managing or altering their Medicare coverage.

Similar forms

The CMS-1763 form is used for requesting termination of Medicare benefits, similar to how the SSA-521 form operates for those wishing to withdraw their application for Social Security benefits. Both forms involve a process where an individual decides to revoke their participation or application from a federal program. These documents allow individuals to make changes to their benefits, emphasizing the control and flexibility individuals have regarding their participation in federal benefit programs.

Comparable to the CMS-1763, the Advance Beneficiary Notice of Noncoverage (ABN) form is another key Medicare-related document. The ABN form is used to notify a patient that Medicare may not cover a specific medical service or item, giving the patient the choice to accept or refuse the service with full knowledge of potential out-of-pocket costs. While the CMS-1763 deals with discontinuing Medicare benefits altogether, the ABN is about informed consent on a case-by-case basis regarding coverage decisions.

Similarly, the CMS-L564 form shares a connection with the CMS-1763 as it involves Medicare services. The CMS-L564 is used for individuals applying for Medicare Part B due to loss of employment or group health coverage. While the CMS-1763 is for ending Medicare benefits, the CMS-L564 often initiates Medicare coverage or supplements existing coverage, showcasing the various administrative paths individuals navigate in managing their Medicare benefits.

The Health Insurance Marketplace Statement, or Form 1095-A, is another document in the realm of healthcare management akin to the CMS-1763. While the CMS-1763 is used specifically for Medicare, the Form 1095-A provides information about health insurance coverage obtained through the Health Insurance Marketplace. Both documents are pivotal during tax season, as they impact how individuals report health coverage or discontinuation thereof on their tax returns.

In the context of Medicaid, the Medicaid Renewal Form is an administrative document similar to the CMS-1763, but for Medicaid recipients. This form is used annually to verify eligibility for continued Medicaid benefits, reflecting the ongoing need to manage government-provided health benefits actively. While the CMS-1763 allows for the termination of Medicare benefits, the Medicaid Renewal Form ensures the continuity of Medicaid benefits, representing two sides of health benefit administration.

The Power of Attorney for Health Care is a document that, while differing in primary purpose from the CMS-1763, shares the concept of preparing for future healthcare needs. This legal document allows individuals to appoint someone to make healthcare decisions on their behalf if they become unable to do so. While the CMS-1763 focuses on the administrative aspect of discontinuing Medicare benefits, the Power of Attorney for Health Care emphasizes personal preparation and decision-making regarding one's health care journey.

Lastly, the Do Not Resuscitate (DNR) order is a medical directive similar to the CMS-1763 in the sense that both involve personal healthcare decisions. A DNR informs healthcare professionals not to perform CPR if a patient's breathing stops or if the heart stops beating. Whereas the CMS-1763 pertains to the administrative action of terminating Medicare benefits, the DNR addresses a critical medical intervention preference, illustrating the broad spectrum of decisions and documentation involved in healthcare planning and management.

Dos and Don'ts

When completing the CMS-1763 form, also known as the Request for Termination of Premium Hospital and/or Supplementary Medical Insurance, it's important to tread carefully. The form serves as a formal request to end one’s Medicare Part B (medical insurance) and/or Medicare Part A (hospital insurance), where applicable. To ensure the process is smooth and error-free, follow these guidelines:

  1. Do review the entire form before filling it out to understand all the required information and instructions.

  2. Don't rush through it; take your time to fill out each section accurately to avoid mistakes that could delay the process.

  3. Do use black or blue ink when filling out the form by hand, as these colors are most legible and universally accepted.

  4. Don't leave any required fields blank. If a section does not apply to you, mark it with "N/A" to indicate "Not Applicable. This signals to reviewers that you didn't simply overlook the section.

  5. Do make sure that your personal information matches the details on file with Social Security and Medicare, particularly your name, Social Security number, and Medicare number, if you have one.

  6. Don't ignore the instructions for submitting additional documentation if requested. Some situations may require you to provide proof of certain circumstances related to your termination request.

  7. Do keep a copy of the completed form and any correspondence for your records.

  8. Don't forget to sign and date the form; an unsigned form is invalid and will not be processed.

  9. Do contact Social Security directly if you have any questions or need assistance. They can provide guidance and ensure you understand the implications of terminating your coverage.

By adhering to these dos and don'ts, you can help ensure that your request to terminate your Medicare coverage is handled efficiently and without unnecessary delay.

Misconceptions

The CMS-1763 form is often discussed among those considering changes to their Medicare coverage. However, there are several misconceptions surrounding this form that can lead to confusion and misinformation. Below are four common misunderstandings about the CMS-1763 Exp form, debunked to provide clarity.

  • Many believe that the CMS-1763 Exp form must be submitted online or through email. In reality, the form cannot be processed online or via email due to privacy concerns and the need for a signature. It is typically handled over the phone or in person during a meeting with a Social Security representative, who then completes the form based on the information provided.

  • There's a misconception that anyone can fill out and submit the CMS-1763 Exp form on behalf of another person. However, only the individual seeking changes to their Medicare plan or a legally authorized representative can initiate the process. This protocol ensures that any changes are indeed intended and authorized by the beneficiary.

  • Some people mistakenly think that the CMS-1763 Exp form is the only form required to cancel Medicare Part B. While it's an important part of the process, cancellations typically require additional documentation or verification, such as proof of other health insurance if applicable. The process is personalized and may differ based on individual circumstances.

  • A common misunderstanding is that once the CMS-1763 Exp form is submitted, the cancellation of Medicare Part B is immediate. The actual cancellation process takes time and does not go into effect until the confirmation is received. Beneficiaries are advised to ensure they do not have any pending medical procedures or needs that require Medicare Part B coverage before the cancellation is finalized.

Understanding the facts about the CMS-1763 Exp form can greatly reduce any anxiety or confusion around making changes to Medicare coverage. Beneficiaries should reach out to a Social Security representative for the most current and personalized information regarding their Medicare options.

Key takeaways

The CMS-1763 Exp form is an essential document for those intending to request termination of Medicare coverage. Understanding how to properly complete and use this form is crucial. Here are seven key takeaways to guide you through this process.

  • Before beginning the form, gather all necessary personal information, including Medicare number and effective dates for Parts A and B, to ensure the process goes smoothly.
  • It's important to clearly understand the implications of canceling Medicare coverage, including the potential for increased costs and coverage gaps, before filling out the form.
  • The CMS-1763 Exp must be filled out accurate and complete. Inaccuracies or missing information can lead to delays or denial of the request.
  • This form cannot be submitted online. You must either mail it to the appropriate Social Security office or deliver it in person.
  • Consultation with a professional, such as a healthcare advisor or social worker, is advisable before making the final decision to terminate Medicare coverage.
  • Keep a photocopy of the completed form and any correspondence for your own records. This documentation could be vital in case of disputes or misunderstandings regarding Medicare coverage.
  • Be mindful of the timing when submitting the CMS-1763 Exp. Delays in processing may affect the date on which your coverage ends.

Thoroughly reviewing and understanding these key points will help you navigate the process of terminating Medicare coverage with the CMS-1763 Exp form efficiently and effectively.

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