Do both spouses need to submit Form CMS-L564 to prove coverage through one spouse’s employer?
Answered by 9 licensed agents
No, both spouses do not always need to submit a CMS-L564. Each person who delayed Medicare Part B because of employer coverage must provide proof of that coverage when applying for their own Part B Special Enrollment Period. If both spouses are Medicare-eligible and covered through one spouse’s active employer, each spouse generally needs documentation showing they had qualifying coverage based on that employment. The employer completes the employment verification section of the CMS-L564 form, which is submitted with the Part B enrollment request.
The CMS-L564 form is usually needed when you've delayed Part B because you had health coverage through your own or your spouse's current employment and are ready to enroll. If you and your spouse are both enrolling, you'll each need your own form. If only one of you is enrolling, only that person needs to submit it.
No. Both spouses do not automatically need to submit Form CMS-L564. The form is used for the individual who is applying for Medicare Part B during a Special Enrollment Period (SEP) to prove they had qualifying employer group health coverage after turning 65 (or during their Part B enrollment delay).
Yes, both spouses need to submit separate forms, if they are applying for Medicare Part B. Medicare is separate and you will need to do separate applications for essentially everything.
Yes, you will need to have your HR department complete the L564 for both of you. You can upload them online at SSA.gov or you can stop by your local social security office.
Yes, both should submit the form if they are both applying for Medicare. With the length of time it can take for Mediare to process enrollments, I wouldn't try to shortcut the process.
Says each spouse must apply to Medicare For coverage individually both spouses would have to submit the form with your application. There is no family application for Medicare. It’s each individual.
