CMS-1763 Exp Template

CMS-1763 Exp Template

The CMS-1763 Exp form is an important document used in the Medicare program for individuals seeking a Special Enrollment Period. This form allows beneficiaries to apply for an extension of their Medicare benefits under specific circumstances. If you need assistance with filling out this form, click the button below.

Content Overview

The CMS-1763 Exp form plays a critical role in the Medicare program, specifically in the realm of beneficiary functions. It is designed to facilitate the request for reconsideration of a Medicare entitlement decision. By completing this form, individuals can formally challenge decisions regarding their eligibility for certain benefits, particularly under the Medicare Part B program. This process enables beneficiaries to appeal denied claims or issues related to their enrollment. The form captures essential information about the beneficiary, including their personal details, the specifics of the decision in question, and the reasons for the appeal. Submitting the CMS-1763 Exp form must adhere to strict timelines and requirements, ensuring that individuals receive timely responses to their requests. Understanding and accurately filling out this form is vital for beneficiaries wishing to secure their rights within the Medicare framework.

CMS-1763 Exp 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)

Document Attributes

Fact Name Details
Form Purpose The CMS-1763 form is used for making a request to terminate a Medicare Part B entitlement.
Eligibility Criteria Individuals who no longer require Medicare Part B services may file this form.
Submitting the Form The completed CMS-1763 form must be submitted to the local Social Security Administration office.
Processing Time Typically, processing this form takes approximately 4 to 6 weeks.
State-Specific Laws This form adheres to federal guidelines, but it is important to check any state-specific regulations that may apply.
Form Availability The CMS-1763 is available online through the official Medicare website or in physical copies at Social Security offices.
Impact of Termination Completing this form results in the cancellation of Medicare Part B coverage, affecting healthcare access.
Assistance Resources Many organizations provide assistance in completing the CMS-1763 form, ensuring all required information is accurately reported.

CMS-1763 Exp: Usage Instruction

Filling out the CMS-1763 Exp form is straightforward. Once completed, this form will facilitate the next steps in your process to ensure compliance. Follow the steps carefully for accurate submission.

  1. Obtain a copy of the CMS-1763 Exp form. You can find it on the official CMS website or request a paper copy from your office.
  2. Begin with Section 1. Enter your name and contact information in the designated fields. Ensure this information is accurate.
  3. In Section 2, indicate your reason for submitting the form. Choose the appropriate checkbox that reflects your circumstances.
  4. Move to Section 3. Provide any relevant details requested, such as dates or additional identifiers that may apply to your case.
  5. In Section 4, sign and date the form at the bottom. This confirms that the information you provided is truthful.
  6. Review the completed form for any errors or omissions. Accuracy is key to processing.
  7. Submit the form according to the instructions provided. Note whether to send it electronically or via mail.

Frequently Asked Questions

  1. What is the CMS-1763 Exp form?

    The CMS-1763 Exp form is a specific document used by healthcare providers and patients primarily in the context of Medicare. It serves to support the request for an expedited reconsideration of a Medicare coverage determination. Essentially, it allows individuals to appeal decisions where coverage has been denied or is being processed unusually slowly.

  2. Who can file the CMS-1763 Exp form?

    Both healthcare providers and patients are eligible to file the CMS-1763 Exp form. If you are a patient, you can fill it out personally or have your healthcare provider assist you. However, the form must be submitted with relevant supporting documentation to ensure that your request is taken seriously and considered promptly.

  3. When should the CMS-1763 Exp form be filed?

    This form should be filed promptly after you receive a denial notice from Medicare. Time is of the essence. Medicare allows a specific timeline for appeals, which is crucial to keep in mind. Ideally, you should submit it as soon as possible to minimize any interruption in your healthcare services.

  4. What information is required on the CMS-1763 Exp form?

    The CMS-1763 Exp form requires various pieces of information, including personal details like your name, Medicare number, and information about the denied service or procedure. Additionally, you will need to describe why you believe the denial was unjustified. Always ensure that your responses are complete and accurate, as this can impact the reconsideration process.

  5. How do I submit the CMS-1763 Exp form?

    The form can be submitted in several ways, depending on your situation. You may send it by mail or submit it electronically through the Medicare website, if that option is available. Always retain a copy for your records. Additionally, following up with Medicare after submission can help confirm that your request is being processed.

  6. What is the typical processing time for the CMS-1763 Exp form?

    The processing time can vary but is generally much quicker than standard appeals. Medicare aims to resolve expedited appeals within 72 hours. However, it’s advisable to check the status of your appeal regularly to ensure any necessary follow-ups occur in a timely manner.

  7. What should I do if my appeal through the CMS-1763 Exp form is denied?

    If your appeal is denied after filing the CMS-1763 Exp form, you still have options. You can seek assistance from your healthcare provider, explore additional appeals processes, or consult with a legal professional who specializes in Medicare appeals. Understanding your rights and the potential next steps is crucial for ensuring you receive the care you need.

Common mistakes

Filling out the CMS-1763 Exp form can be challenging, and mistakes can lead to delays or issues in processing. One common error is overlooking the required personal information. Individuals sometimes forget to provide accurate details like their name, address, and Social Security number. This information is crucial for proper identification and communication with the Medicare program.

Another frequent mistake occurs when applicants fail to sign and date the form. A signature validates the information provided and indicates consent. Without it, the form may be considered incomplete. It is important to ensure the signature is clear and matches the name on the form.

A third error that applicants might make is not checking for correct spelling and consistency. Names, addresses, and other information should be spelled correctly throughout the form. Inconsistencies can lead to complications and possible delays in processing the request.

Not understanding the purpose of the form can also result in errors. The CMS-1763 Exp form is used to request a disenrollment from certain Medicare programs. Applicants sometimes mistakenly fill out the form without fully grasping that their request affects their Medicare coverage. It is essential to be clear about the implications of submitting the form.

Providing incorrect answers to the questions is another common issue. Each section of the form has specific requirements, and misinterpreting any of them can lead to mistakes. Carefully reviewing each question can help avoid unnecessary complications.

Some individuals neglect to include the necessary supporting documents. Depending on the situation, supporting documentation may be required to process the request. Failing to include these documents can delay the application or result in its rejection.

Additionally, people sometimes submit the form to the wrong address. It's critical to ensure that the form reaches the correct Medicare office. Checking the instructions for the appropriate mailing address can help avoid this mistake.

Finally, a lack of thoroughness in reviewing the completed form before submitting it is a common mistake. An initial read-through may not reveal all errors, but taking the time to double-check the information can prevent issues down the line. Attention to detail is vital for a successful submission.

Documents used along the form

The CMS-1763 Exp form is often used in conjunction with a few other forms and documents that facilitate the process for individuals seeking to communicate effectively with the Centers for Medicare & Medicaid Services (CMS). Understanding these additional documents can provide better insight into the entire process. Here is a list of commonly used forms and documents alongside the CMS-1763 Exp form.

  • CMS-10114: This form is known as the "Request for Employment Information." It allows individuals to submit inquiries regarding their employment history, which can impact eligibility for certain benefits.
  • CMS-1500: Often referred to as the "Health Insurance Claim Form," this document is used by healthcare providers to bill Medicare for medical services. It includes important patient and provider information.
  • CMS-1763: The original CMS-1763 form (not the Exp version) assists individuals in requesting the termination of premium Part A or Part B Medicare coverage. It usually serves a similar purpose for different scenarios.
  • CMS-588: The "EFT Authorization Agreement for Medicare" form enables beneficiaries to authorize direct deposit of their Medicare payments. It streamlines the payment process and provides assurance of timely deposits.
  • Form SSA-44: Known as the "Medicare Income-Related Monthly Adjustment Amount - Life-Changing Event," this form can be used when an individual experiences a life change affecting their income and potentially their Medicare premiums.

Being familiar with these forms can assist individuals in navigating the complexities of Medicare processes. Each document serves a specific purpose and can significantly impact a person's healthcare coverage and benefits. Engaging with these forms as needed improves communication and efficiency, ultimately assisting in the management of Medicare benefits.

Similar forms

The CMS-1763 Exp form is important for individuals seeking to terminate their Medicare coverage. There are several other forms that serve similar purposes or have related functions. Below is a list of these documents along with explanations of their similarities.

  • CMS-40B: This form is used to enroll in Medicare Part B. Like the CMS-1763, it deals with Medicare coverage, but focuses on initial enrollment instead of termination.
  • CMS-10106: This document is for people applying for Extra Help with their Medicare prescription drug costs. It shares the Medicare connection with the CMS-1763, albeit focusing on financial assistance rather than terminating coverage.
  • CMS-855I: This application form is for Medicare providers who want to enroll. While the CMS-1763 targets beneficiaries, both forms share the broad context of Medicare participation.
  • CMS-855O: This is an application for Medicare opt-out. Similar to the CMS-1763, this form is about choosing a particular status regarding Medicare but focuses on opting out instead of terminating coverage.
  • CMS-3871: This form allows beneficiaries to change their Medicare Advantage plan. Changes and terminations are both covered by their respective forms, showing the process of managing Medicare participation.
  • CMS-1765: This document is used to report a change in enrollment for Medicare beneficiaries. Similar to the CMS-1763, it deals with changes in coverage.
  • CMS-520: This form is used for requesting a reconsideration of Medicare coverage decisions. Both the CMS-520 and CMS-1763 involve actions related to Medicare coverage, whether it’s terminating or contesting decisions.
  • CMS-1500: This is a health insurance claim form used by healthcare providers. Though it's for claims rather than termination, it is part of the process surrounding Medicare that affected individuals might need to understand.
  • CMS-4A: This form is for reporting changes in hospice services. Like the CMS-1763, it deals with specifics about Medicare but in the context of hospice care rather than general coverage termination.

Dos and Don'ts

When filling out the CMS-1763 Exp form, there are several important dos and don’ts to keep in mind. This will help ensure a smooth submission process.

  • Do read the instructions carefully before starting.
  • Do fill out the form completely and accurately.
  • Do provide any required supporting documentation.
  • Do sign and date the form before submission.
  • Don’t leave any sections blank unless specified.
  • Don’t use abbreviations that may not be understood.
  • Don’t submit the form without making copies for your records.

Following these guidelines can lead to fewer delays and a better experience overall.

Misconceptions

The CMS-1763 Exp form, commonly referred to as a form pertaining to Medicare, is often misunderstood. Below is a list of nine prevalent misconceptions surrounding this form, along with clarifications to resolve these misunderstandings.

  • It is only for seniors. Many believe that the CMS-1763 Exp form is exclusively for older adults. In truth, it applies to any individual under Medicare, including those with disabilities.
  • It cannot be submitted electronically. Some people think that the form can only be submitted in paper form, but it can actually be submitted electronically in many instances, streamlining the process.
  • Only healthcare providers can fill it out. There is a misconception that only healthcare providers have the authority to complete this form. However, beneficiaries can also fill it out themselves.
  • Filling it out guarantees coverage. While completing the CMS-1763 Exp form is a step towards addressing coverage issues, it does not automatically guarantee that Medicare will grant coverage; the request is subject to approval processes.
  • It is irrelevant if you missed the deadline. Some individuals believe that missing the deadline means they cannot file the form. Nonetheless, late submissions may still be considered under certain circumstances.
  • It only pertains to traditional Medicare. A common belief is that the CMS-1763 Exp form applies solely to traditional Medicare plans. In reality, it can also relate to Medicare Advantage plans and other variations of Medicare coverage.
  • You cannot seek assistance with it. Many feel that they must navigate the form’s complexities alone. In fact, there are numerous resources, including Medicare support services, available to assist individuals.
  • Your submission will never be reviewed. Some people mistakenly think that once they submit the form, it is passed over and forgotten. In actuality, the submission undergoes careful review by Medicare to determine eligibility.
  • The form is not required if you are appealing a decision. There is confusion regarding whether the CMS-1763 Exp form is necessary when appealing a Medicare decision. In most cases, it is actually a required part of the appeal process.

By dispelling these misconceptions, individuals can navigate the CMS-1763 Exp form more effectively and understand its role in the broader context of Medicare coverage.

Key takeaways

The CMS-1763 Exp form, officially known as the "Request for Termination of Medicare Benefits," is an important document for individuals seeking to end their Medicare coverage. Understanding how to fill out and utilize this form can help streamline the process and avoid potential issues.

  • Eligibility: Before completing the form, ensure that you meet the eligibility criteria for terminating your Medicare benefits. This may include having other insurance options available.
  • Accurate Information: Fill out the form completely and accurately. Provide all required personal information, such as your name, Medicare number, and contact details.
  • Signature Requirement: Don’t forget to sign the form. Your signature certifies that you understand the consequences of terminating your Medicare benefits.
  • Submission Process: Submit the form to your Medicare contractor or local Social Security office. Check the specific instructions provided to ensure proper processing.
  • Processing Time: Be aware that it may take several weeks for the request to be processed. Plan accordingly if you need to have your benefits terminated by a specific date.
  • Confirmation: After your request has been processed, keep an eye out for a confirmation letter. This letter will confirm that your benefits have been officially terminated.

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