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The CMS-1763 Exp form plays a crucial role in the Medicare program, specifically in the context of beneficiaries who wish to voluntarily disenroll from Medicare Part B. This form is not only a means for individuals to express their decision but also serves as a critical tool for the Centers for Medicare & Medicaid Services (CMS) to manage enrollment data effectively. By completing the CMS-1763 Exp form, beneficiaries provide essential information that facilitates the processing of their disenrollment request. The form requires personal details, including the beneficiary's name, Medicare number, and the reason for disenrollment. Understanding the implications of submitting this form is important, as it can affect an individual's healthcare coverage and future enrollment options. Additionally, the form must be submitted within specific time frames to ensure compliance with Medicare regulations. Overall, the CMS-1763 Exp form is an important document that reflects the choices of Medicare beneficiaries and the administrative processes that support the program.

Key takeaways

The CMS-1763 Exp form is an important document used in the healthcare system. Here are some key takeaways to keep in mind when filling it out and using it:

  • The form is primarily used to request a termination of Medicare coverage.
  • Ensure that all personal information, such as name and Medicare number, is accurate and up-to-date.
  • Filling out the form completely and clearly can help prevent delays in processing your request.
  • Submitting the form can be done via mail or fax, depending on the instructions provided.
  • Keep a copy of the completed form for your records, as this can be helpful for future reference.

Documents used along the form

The CMS-1763 Exp form, also known as the Request for Expedited Reinstatement of Medicare Part A and/or Part B, is a critical document for individuals seeking to regain their Medicare benefits. However, several other forms and documents are often utilized in conjunction with this form to ensure a smooth and effective application process. Below is a list of these documents, each serving a specific purpose in the context of Medicare reinstatement.

  • CMS-10106 - This is the Application for Enrollment in Medicare Part B. It is essential for individuals who wish to enroll in Medicare Part B for the first time or who are re-enrolling after a lapse in coverage.
  • CMS-1763 - Known as the Request for Termination of Medicare Coverage, this form is used when an individual voluntarily decides to terminate their Medicare benefits. Understanding this form can help clarify the reasons behind a reinstatement request.
  • CMS-855I - This is the Medicare Enrollment Application for Physicians and Non-Physician Practitioners. Although primarily for providers, it can help beneficiaries understand the enrollment process for services they may need.
  • Operating Agreement form: This foundational document used by Limited Liability Companies (LLCs) outlines internal operations and financial decisions, ensuring clarity among members. For a template to create one, visit Formaid Org.
  • CMS-40B - This form is the Application for Enrollment in Medicare Part B. It is specifically designed for individuals who are eligible for Medicare and wish to enroll during a special enrollment period.
  • CMS-1764 - This form is the Request for Reinstatement of Medicare Coverage. It is used when a beneficiary's coverage has been terminated and they seek to have it reinstated, often accompanied by the CMS-1763 Exp form.
  • Form SSA-44 - This is the Medicare Income-Related Monthly Adjustment Amount – Life-Changing Event form. It allows beneficiaries to report changes in their income, which can affect their Medicare premiums and eligibility.
  • Form SSA-561-U2 - This is the Request for Reconsideration form. Beneficiaries may use this to appeal decisions made regarding their Medicare benefits, which can be relevant when seeking reinstatement.
  • Form CMS-1490S - This is the Medicare Secondary Payer Claim form. It is used to submit claims for services when Medicare is not the primary payer, highlighting the importance of understanding coverage coordination.

In summary, these forms and documents play significant roles in the Medicare reinstatement process. Each serves to clarify eligibility, facilitate enrollment, or address appeals, ultimately ensuring that beneficiaries receive the benefits to which they are entitled. Understanding these documents can greatly enhance the experience of navigating Medicare's complex landscape.

Dos and Don'ts

When filling out the CMS-1763 Exp form, it is crucial to ensure accuracy and completeness. Below is a list of important dos and don'ts to guide you through the process.

  • Do double-check all personal information for accuracy.
  • Do ensure that you provide all required signatures where indicated.
  • Do read the instructions carefully before starting the form.
  • Do keep a copy of the completed form for your records.
  • Don't leave any sections blank; fill in all applicable fields.
  • Don't use white-out or erase any mistakes; simply cross out and initial.

By following these guidelines, you can help ensure that your submission is processed smoothly and efficiently.

Common mistakes

Filling out the CMS-1763 Exp form can be straightforward, but mistakes can happen. One common error is not providing complete personal information. This includes missing out on details like your full name, address, and Medicare number. Incomplete information can lead to delays or even rejection of the application.

Another frequent mistake is misunderstanding the eligibility requirements. Some individuals may assume they qualify without verifying their status. It’s important to review the guidelines carefully to ensure that all criteria are met before submitting the form.

People often overlook the importance of signatures. Failing to sign the form or not including the date can result in processing issues. The signature confirms that the information provided is accurate and that the individual is requesting the change.

Additionally, many applicants forget to double-check the information they have entered. Simple typos or incorrect numbers can lead to complications. It’s wise to review the entire form before sending it off to catch any mistakes.

Lastly, some individuals do not keep a copy of their submitted form. This can be problematic if there are questions or if follow-up is needed. Keeping a record helps track the application status and provides a reference for future communications.

File Characteristics

Fact Name Details
Form Purpose The CMS-1763 Exp form is used to request the termination of Medicare coverage.
Eligibility Individuals who no longer wish to maintain their Medicare coverage can use this form.
Submission Method The form can be submitted by mail or fax to the appropriate Medicare Administrative Contractor (MAC).
Processing Time Typically, processing takes about 30 days from the date the form is received.
Governing Law The form is governed by federal Medicare regulations, specifically under Title XVIII of the Social Security Act.
Required Information Applicants must provide personal details such as name, Medicare number, and reason for termination.
Impact of Termination Once coverage is terminated, individuals may not be able to re-enroll until the next enrollment period.
Contact Information For questions, individuals can contact their local Social Security office or the Medicare helpline.

Form Sample

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)