What Papers Are Needed to Sign Up for Medicare?

When you turn 65, you are entitled to begin collecting Medicare benefits. You should start planning for those important benefits as soon as possible by gathering all the documents you will need when you apply. Being prepared will make the process of signing up for and collecting the Medicare benefits you have earned a lot easier.

Birth Certificate

• You will need to provide your original birth certificate when applying for Medicare benefits. While the Social Security Administration can accept copies of your W2 and income documents, the agency must have the original birth certificate to process your claim. Your birth certificate will be returned to you when processing is complete.

W2 and Tax Forms

• Bring a copy of your most recent W2 form with you when you apply for Medicare benefits. Also bring along copies of your tax returns and documentation Bring as much of this information as you can gather. It is best to have something and not need it than to need it and not have it.

Social Security Card

• You should bring your Social Security card with you when you apply for Medicare benefits at your local Social Security office. If you plan to apply for Medicare online, be sure to have your Social Security number available. You will need to enter your Social Security number to establish your identity and verify your eligibility for Medicare benefits.

Citizenship Documents

• You will need to provide citizenship documentation when you apply for Medicare benefits. Bring along any naturalization papers and other documentation that documents your current citizenship status.