Signing Up For Medicare Part B Using CMS-40B

If you are still working at age 65 you may need to sign up for Part B after you have signed up for Part A earlier. You’ll need to fill out Form CMS-40B. After reading the form and instructions on the Social Security website it was CONFUSING. I decided to turn the instructions into an easier to understand format. I hope it helps.

Medicare Enrollment Roadmap

aerial view of road in the middle of trees

How and When to Enroll or Change Medicare Coverage Automatic On Ramp You are drawing Social Security at least four (4) months before turning 65 You will get a Medicare Card before your birthday month. Annual Enrollment (October 15th – December 7th) You can make the below changes to your Medicare Coverage: Medicare Advantage to Original Medicare Original Medicare to Medicare Advantage Current Medicare Advantage Plan to Another Medicare Advantage Plan Add or Change Part D (Prescription Drug) Plan General Enrollment – (Medicare Advantage Enrollment /Disenrollment Period) January 1 – …

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What it Takes to Be an Insurance Agent in VA

I leisurely started studying the VA laws and statues about life insurance, health insurance and annuities in 2019.  It is absolutely fascinating information if you like to learn new information. At about the 1.5 year mark I decided to study to become licensed in VA.  I spent many, many, many weekends studying and took the VA State test in July 2021.  It was interesting because the more I studied the more there was to study.  When I took the test it was a hodgepodge of questions most I knew, some I didn’t …

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