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Navigating the complexities of healthcare benefits can sometimes feel like an overwhelming task, especially when it comes down to making changes to one's Medicare benefits. Among the various forms and documents that individuals may encounter in this journey is the CMS-1763 Exp form. This particular form plays a critical role for those looking to discontinue their Medicare benefits, encompassing both Medicare Part B (medical insurance) and possibly Part A (hospital insurance), under certain conditions. Designed with specific guidelines and requirements, the form must be filled out and submitted under the guidance of a Social Security representative, either during a personal visit to a Social Security office or through a scheduled phone appointment. The form is not readily available online due to the necessity of personalized guidance in making such a significant decision, ensuring that individuals fully understand the implications of their choice to withdraw from these parts of Medicare coverage. It's a safeguard against making potentially uninformed decisions that could have long-lasting impacts on one's healthcare options. Understanding the purpose, process, and implications of submitting a CMS-1763 Exp form is essential for anyone considering this route.

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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)

File Characteristics

Fact Name Description
Form Title CMS-1763 Exp
Purpose Used for the termination of Medicare benefits.
Agency The form is administered by the Centers for Medicare & Medicaid Services (CMS).
Method of Submission Typically, the form must be submitted in person or by mail.
Required Information Individuals must supply personal details, Medicare identification, and a reason for termination.
Processing Time The processing timeline can vary, but CMS aims to address submissions within a reasonable period.
State-Specific Forms The CMS-1763 Exp form is a federal form and not subject to state-specific variations.
Governing Law Federal regulations governing Medicare services.
Accessibility The form is accessible through the official CMS website or local Social Security offices.

Steps to Writing CMS-1763 Exp

Once you've decided to fill out the CMS-1763 Exp form, it's time to get everything in order. This document is key for your next steps, so ensuring you fill it out accurately is crucial. The process might seem daunting at first, but with clear instructions, you'll find it straightforward. Here are the steps you need to follow to complete the form correctly.

  1. Gather all the necessary information before you start. This includes your Social Security number, Medicare number, personal details, and any relevant coverage dates.
  2. Begin by entering your personal information. In the first section, write your full name, including first, middle, and last names.
  3. Next, fill in your Social Security number. Make sure the numbers are clear and correct.
  4. Enter your Medicare number exactly as it appears on your Medicare card. This step is crucial for your form to be processed correctly.
  5. Proceed to fill in your contact information, including your current address, phone number, and email address if available. This ensures that you can be reached if there are any questions or updates.
  6. Detail the specific changes or updates you wish to make. If the form includes specific sections or check boxes for these changes, make sure to mark them clearly.
  7. If the form asks for it, include the effective date for the changes. This is the date from which the changes you are requesting should begin.
  8. Review all the information you have entered. Double-check for any errors or omissions. Accuracy is key to avoid delays in processing your form.
  9. Sign and date the form in the designated area. Your signature is required for the form to be valid and processed.
  10. Finally, submit the form according to the instructions provided with it. This might include mailing it to a specific address or submitting it online, depending on the options available.

After you have submitted your CMS-1763 Exp form, the review process will begin. During this time, your request is being evaluated, and any necessary verification is being conducted. It's important to wait patiently and be prepared to provide additional information if requested. Moving forward, you'll receive notification of the decision regarding your form, and you'll be informed of any next steps you need to take. Remember, the key to a smooth process is clarity and attention to detail in filling out your form.

Important Details about CMS-1763 Exp

What is the CMS-1763 Exp form used for?

The CMS-1763 Exp form is a document that individuals in the United States use when they want to terminate their Medicare Part B (medical insurance) coverage. This form allows Medicare participants to officially request the cancellation of their Part B benefits. It’s important to carefully consider this decision, as it may have implications for your future healthcare coverage and costs.

Who needs to fill out the CMS-1763 Exp form?

Any individual who is currently enrolled in Medicare Part B and wishes to discontinue their coverage needs to fill out this form. It is crucial for these individuals to fill out the form accurately to ensure that their request to terminate Medicare Part B coverage is processed correctly and in a timely manner.

Where can individuals obtain the CMS-1763 Exp form?

The CMS-1763 Exp form can be obtained from the Social Security Administration (SSA) office. It is not available online due to the need for a personal interview, which ensures that the individual fully understands the consequences of discontinuing Medicare Part B coverage. Individuals can contact their local SSA office to schedule an appointment.

What information is required to complete the CMS-1763 Exp form?

Completing the CMS-1763 Exp form requires personal information such as your Social Security Number, Medicare Number, and personal contact information. The form also requests specific details about your Medicare Part B coverage and the effective date of termination you are requesting. Additionally, you must provide a reason for wanting to discontinue your Medicare Part B coverage.

Can Medicare Part B coverage be reinstated after it has been terminated?

Yes, it is possible to reinstate Medicare Part B coverage after it has been terminated, but there are specific enrollment periods and potential penalties for late enrollment. Generally, individuals can sign up again during the General Enrollment Period (GEP), which runs from January 1 to March 31 each year, with coverage starting on July 1. It's important to consider the consequences, including possible gaps in coverage and late enrollment penalties, before deciding to terminate Medicare Part B.

Are there any special considerations for terminating Medicare Part B?

Yes, there are important considerations to take into account before deciding to terminate Medicare Part B coverage. This includes understanding potential gaps in healthcare coverage, the possibility of paying higher premiums if you choose to re-enroll in the future, and the impact on eligibility for other types of health insurance. Individuals are encouraged to consult with a healthcare advisor or the Social Security Administration to fully understand the implications of their decision.

What is the process for submitting the CMS-1763 Exp form?

The process for submitting the CMS-1763 Exp form involves scheduling a personal interview with the Social Security Administration. This interview can be conducted either in person at a local SSA office or over the phone. During this interview, an SSA representative will review your request to terminate Medicare Part B coverage, ensure you understand the consequences, and assist with accurately completing and submitting the form.

Common mistakes

Filling out government forms can often feel cumbersome and the CMS-1763 form, required for those looking to terminate their Medicare benefits, is no exception. A common oversight is neglecting to check for the most current form version. Regulations and forms evolve, leading to changes that might not be captured in older versions. This oversight can invalidate an attempt to terminate Medicare benefits, causing unintended delays.

Another frequent misstep involves incomplete information. The CMS-1763 requires detailed personal information, including Medicare number, contact information, and the specific benefits one wishes to discontinue. Leaving any section incomplete can stall the process. It's crucial to review each field carefully, ensuring no requirement is overlooked to prevent processing delays or denial of the request.

Illegible handwriting also poses a significant challenge. While it might seem trivial, government agencies process countless forms daily, and unclear handwriting can lead to misinterpretation of vital information. This misinterpretation can, in turn, lead to the rejection of the form. Therefore, taking the time to either fill the form out digitally, if available, or ensuring handwriting is as clear as possible, is imperative.

A misunderstanding of the implications of terminating Medicare benefits is also common. Individuals might not fully grasp which benefits they are relinquishing and the long-term impacts, such as potential delays in re-enrollment or financial penalties. A thorough reading of the form's instructions and, if necessary, consultation with a Medicare representative can clarify these consequences, ensuring informed decisions.

Omitting necessary signatures or documentation is another pivotal mistake. The CMS-1763 form typically requires a signature to confirm the requester's understanding and consent to terminate their benefits. Failing to sign, or missing other necessary documents that should accompany the form, can result in an outright rejection of the request.

Last but certainly not least, underestimating the importance of the submission deadline can be detrimental. Timely submission is crucial since delaying the termination of Medicare benefits may affect eligibility for other health insurance plans or result in unwanted charges. Recognizing and adhering to the submission deadlines ensures a smoother transition away from Medicare coverage.

In summary, careful attention to detail and a full understanding of the termination process are essential when completing the CMS-1763 form. By avoiding these common mistakes, individuals can navigate the termination process more smoothly, ensuring their healthcare needs are met without unnecessary disruption or delay.

Documents used along the form

When handling Medicare-related matters, particularly the decision to terminate Medicare benefits, the CMS-1763 form is commonly used. However, it doesn't work in isolation. To ensure a smooth process, there are several other forms and documents often required alongside the CMS-1763. These additional forms help in providing a comprehensive view of an individual's healthcare and insurance status, ensuring that all administrative and healthcare needs are addressed adequately.

  • Medicare Application Form - This is the initial application for individuals looking to enroll in Medicare. It collects personal information and details about one's healthcare needs. While the CMS-1763 is used for termination, the Medicare Application Form is essential for enrollment, making it crucial in cases where individuals might consider re-enrollment in the future.
  • SSA-561-U2 (Request for Reconsideration) - If there's a need to contest a decision made by the Social Security Administration (SSA) regarding Medicare, the SSA-561-U2 form comes into play. This form is necessary for those seeking to appeal a decision, such as denial of benefits or issues with premium amounts.
  • HCFA-40B (Application for Enrollment in Medicare Part B (Medical Insurance)) - This form is specifically for enrolling in Medicare Part B, which covers certain doctors' services, outpatient care, medical supplies, and preventive services. If an individual decides to terminate Medicare Part B using the CMS-1763, they might need this form should they choose to re-enroll later on.
  • Advance Directive - While not a form tied to the SSA or Medicare enrollment per se, an Advance Directive is a crucial document that outlines a person's wishes regarding medical treatment and life-sustaining measures. It becomes particularly important in discussions about the scope of healthcare coverage and medical care preferences.

While the CMS-1763 form is a critical document for those looking to end their Medicare benefits, understanding and preparing the accompanying paperwork is just as important. Each document serves a unique purpose, from enrollment in Medicare parts, appealing decisions made by the SSA, to articulating one's healthcare preferences. Managing these forms thoroughly ensures that individuals have a comprehensive approach to their healthcare management and insurance needs.

Similar forms

The CMS-1763 form is a request for termination of Medicare Part B (medical insurance), a document specifically used in the context of Medicare services. Similarly, the SSA-521 form, used to request the withdrawal of a Social Security claim, shares a common purpose in allowing individuals to retract a previously made decision regarding their federal benefits. Both forms act as official requests to revise beneficiary status, albeit in different sectors of federal benefits. The process outlined in each form requires the submission of personal information and a detailed rationale for the request, demonstrating their similarity in function and procedural requirements.

Another document akin to the CMS-1763 is the I-90 form, used for renewing or replacing a Permanent Resident Card (Green Card) in the United States. While serving different functions—CMS-1763 for Medicare services and I-90 for immigration status—they both require the individual to provide extensive personal data, evidence, and sometimes a justification for the submission. Each form plays a critical role in maintaining one's legal status, whether it be in healthcare entitlements or residency permissions, and involves a detailed government processing system.

The 8850 form, a pre-screening notice and certification request for the Work Opportunity Credit, similarly involves an application process where individuals or representatives provide detailed information to obtain a specific government benefit. Like the CMS-1763, the 8850 form necessitates careful attention to eligibility criteria, timing, and accuracy of information. Both forms are integral in accessing certain benefits—in one case, a tax advantage, and in the other, healthcare services—highlighting their parallel in function as gateways to benefits through information submission to government entities.

The Advance Beneficiary Notice of Noncoverage (ABN) form is a notice given to beneficiaries in Medicare Part B programs, making it explicitly related to the CMS-1763 in context of Medicare services. The ABN informs the beneficiary about services or items that Medicare is unlikely to pay for, paralleling the CMS-1763's role in the voluntary termination of Medicare services. Both documents directly impact the beneficiary's understanding and management of their Medicare benefits, albeit from different perspectives—one preparing for out-of-pocket expenses, and the other to cease part of the coverage.

The CMS-L564, Request for Employment Information, serves a crucial role in the process for Medicare Part B enrollment, particularly for those applying based on age and work history. Like the CMS-1763, it requires specific information to ascertain eligibility—this time, for enrollment rather than termination. Both forms involve the interaction between personal eligibility/information and Medicare services, underscoring their connection in handling Medicare benefits through provided information.

Last but not least, the Health Insurance Marketplace application is another document requiring detailed personal, financial, and household information to determine eligibility for healthcare coverage under the Affordable Care Act (ACA). This application, while broader in scope, shares a core similarity with the CMS-1763 in its goal to secure appropriate health insurance benefits for the applicant. Both entail navigating complex eligibility criteria and submitting comprehensive personal information to a government body to affect one's healthcare coverage status.

Dos and Don'ts

When you're filling out the CMS-1763 form, it's crucial to pay attention to detail and follow certain guidelines to ensure the process is completed accurately and effectively. Here's a list of dos and don'ts to guide you through the process:

  • Do gather all necessary information before starting, including your Medicare number and personal details.
  • Do read through the entire form to understand what is required of you before you begin filling it out.
  • Do use black or blue ink for clarity and legibility when completing the form by hand.
  • Do print clearly, ensuring your handwriting is legible to avoid any processing delays.
  • Do carefully review all the information you have entered for accuracy before submitting the form.
  • Don't leave any required fields blank. If a section does not apply, write 'N/A' to indicate this.
  • Don't guess information. If you're unsure about what to enter in a field, seek clarification.
  • Don't use correction fluid or tape. If you make a mistake, it's better to start over with a new form to maintain legibility.
  • Don't ignore instructions or deadlines related to the submission of the form, as this could lead to delays or issues with your Medicare coverage.

Misconceptions

Many people have misconceptions about the CMS-1763 form, also known as the Request for Termination of Premium Hospital and Supplementary Medical Insurance. Let's clear up some of the most common misunderstandings:

  1. Filling out the CMS-1763 form online is an option. Unfortunately, as of now, you must complete this form by hand or typewriter and mail it or submit it in person to your local Social Security office.

  2. You need a lawyer to fill out the CMS-1763. You don't need legal assistance to complete the form. Guidance is provided, and you can always seek help directly from Social Security Administration (SSA) staff if needed.

  3. Submission of the CMS-1763 immediately ends your coverage. Coverage does not cease the moment the form is submitted. The termination will be effective based on the request date and SSA's processing times. Always check for official confirmation.

  4. There's a submission deadline for the CMS-1763. While there's no strict deadline, promptly submitting your form when you decide to terminate your coverage ensures your request is processed without unnecessary continuation of premiums.

  5. Completing the CMS-1763 will also cancel Medicare Part A. This form is for terminating premium-based Parts B and C only, not automatically Part A, which is generally premium-free for most people.

  6. Any Medicare recipient can use the CMS-1763 to cancel their coverage. Only individuals looking to terminate their premium-based Medicare coverage (Parts B and/or C) should use this form. It's not for discontinuing Part A or for people with non-premium-based coverage.

  7. Once you submit the CMS-1763, you can't re-enroll in Medicare. Opting out of Medicare using this form doesn't permanently bar you from re-enrollment. However, rejoining may be subject to enrollment periods and potentially higher premiums.

  8. The form requires extensive medical information. The CMS-1763 focuses on your decision to terminate coverage, not on health status. You won't need to provide detailed medical history or information.

  9. You must submit the CMS-1763 to the Centers for Medicare & Medicaid Services (CMS). The form should actually be submitted to the Social Security Administration, not CMS, as Social Security handles Medicare enrollment and disenrollment processes.

Understanding these aspects of the CMS-1763 form can make the process smoother and help avoid any unnecessary stress or confusion. Always seek the latest guidance from official sources or your local Social Security office for the most accurate and up-to-date information.

Key takeaways

Filling out and using the CMS-1763 form can be an important process for those looking to manage or change their Medicare benefits. Below are seven key takeaways to consider when dealing with this form:

  • The CMS-1763 form is specifically designed for individuals who wish to terminate their Medicare Part B (medical insurance) coverage. Before deciding to complete this form, it's crucial to fully understand the implications of terminating your Medicare Part B coverage.
  • This form cannot be completed or submitted online. To initiate the process, individuals must either contact their local Social Security office by phone or visit in person. This allows for a direct discussion regarding the specifics of the termination and ensures personalized guidance.
  • It's important to prepare supporting documents before submitting the form. While the CMS-1763 itself requires detailed personal information, having documents such as your Medicare card and identification ready can streamline the process.
  • Terminating your Medicare Part B coverage is a significant decision with long-term impacts on your access to medical insurance. Consider consulting with a healthcare advisor or attorney specializing in elder law to understand the repercussions fully.
  • The exact timing for submitting the CMS-1763 is critical. Termination becomes effective at the end of the month following the request. Planning ahead can prevent unwanted periods without coverage.
  • Re-enrollment in Medicare Part B after termination requires a specific enrollment period, and may result in a gap in coverage and possibly higher premiums. It’s key to assess future healthcare needs before deciding to terminate.
  • Lastly, keep a copy of the completed form and any correspondence with the Social Security Administration for your records. Should there be any questions or disputes about your termination request, these documents will be vital for clarification.

Outlining these steps and considerations can help ensure that individuals are fully informed about the process and implications of terminating Medicare Part B coverage. Making such a decision should not be taken lightly and requires careful thought and planning.

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