Form CMS-4040, Request for Enrollment in Medicare Part B Instructions
This form contains 47 fields organized into 10 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Citizenship | ||
| 8. Are you a US citizen? Select one:_Yes | RadioButton |
Select 'Yes' if you are a US citizen.
|
| Citizenship Information | ||
| 8. Are you a US citizen? Select one:_No | RadioButton |
Select 'No' if you are not a US citizen.
|
| Medicare Enrollment | ||
| Medicare Part B_Yes | RadioButton |
Select this option if you are enrolling in Medicare Part B.
|
| Medicare Part B_No | RadioButton |
Select this option if you are not enrolling in Medicare Part B.
|
| Medicare Part B_Unknown | RadioButton |
Select this option if you are unsure about enrolling in Medicare Part B.
|
| Personal Information | ||
| 1 Print Your Name Last Name First Name Middle Name | Text |
Enter your full name, including last name, first name, and middle name.
|
| 1a. If your name at birth was different, please enter your name at birth | Text |
If your name at birth was different from your current name, enter your birth name here.
|
| Sex - Male | CheckBox |
Check this box if you are male.
|
| Sex - Female | CheckBox |
Check this box if you are female.
|
| Social Security Number - first 3 digits | Text |
Enter the first 3 digits of your Social Security Number.
|
| Social Security Number - second 2 digits | Text |
Enter the middle 2 digits of your Social Security Number.
|
| Social Security Number - last 4 digits | Text |
Enter the last 4 digits of your Social Security Number.
|
| 4 Date of Birth MMDDYYYY | Text |
Enter your date of birth in MMDDYYYY format.
|
| 4a. State or Country of Birth | Text |
Enter the state or country where you were born.
|
| 4b. Record of Birth | Text |
Provide a record of your birth, such as a birth certificate.
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| Residency History | ||
| tarting with your current address | Text |
Enter the address of your current residence and any other places you have lived in the last 5 years.
|
| a. Date Residence Began MMDDYYYY | Text |
Enter the date when you began residing at your current address in MMDDYYYY format.
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| a. Date Residence Ended MMDDYYYY | Text |
Enter the date when you ended residing at your current address in MMDDYYYY format.
|
| b. Write the address for your places of residence in the last 5 years starting with your current address | Text |
Enter the address of your previous residence and any other places you have lived in the last 5 years.
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| b. Date Residence Began MMDDYYYY | Text |
Enter the date when you began residing at your previous address in MMDDYYYY format.
|
| b. Date Residence Ended MMDDYYYY | Text |
Enter the date when you ended residing at your previous address in MMDDYYYY format.
|
| c. Write the address for your places of residence in the last 5 years starting with your current address | Text |
Enter the address of another previous residence and any other places you have lived in the last 5 years.
|
| c. Date Residence Began MMDDYYYY | Text |
Enter the date when you began residing at another previous address in MMDDYYYY format.
|
| c. Date Residence Ended MMDDYYYY | Text |
Enter the date when you ended residing at another previous address in MMDDYYYY format.
|
| Residency Status | ||
| made your home in the United States Select One_Yes_3 | RadioButton |
Select 'Yes' if you have made your home in the United States.
|
| made your home in the United States Select One_No_3 | RadioButton |
Select 'No' if you have not made your home in the United States.
|
| the United States Select One_Yes_4 | RadioButton |
Select 'Yes' if you have made your home in the United States.
|
| the United States Select One_No_4 | RadioButton |
Select 'No' if you have not made your home in the United States.
|
| Signature | ||
| 12. Signature | Signature |
Provide your signature to confirm the information provided in the form.
|
| 13. Date Signed (month) | Text |
Enter the month when you signed the form (2 digits).
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| 13. Date Signed (month) b | Text |
Enter the month when you signed the form (2 digits).
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| Signature Information | ||
| 13. Date Signed (day) | Text |
Enter the day of the month when the form was signed.
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| 13. Date Signed (day) b | Text |
Enter the day of the month when the form was signed.
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| 13. Date Signed (year) 1 | Text |
Enter the year when the form was signed.
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| 13. Date Signed (year) 2 | Text |
Enter the year when the form was signed.
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| 13. Date Signed (year) 3 | Text |
Enter the year when the form was signed.
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| 13. Date Signed (year) 4 | Text |
Enter the year when the form was signed.
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| Witness Information | ||
| 14. Address of Witness | Text |
Enter the address of the witness.
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| 14a City, State, Zip | Text |
Enter the city, state, and ZIP code of the witness.
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| 15. Signature of Witness | Signature |
Provide the signature of the witness.
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| 15a. Date Signed | Text |
Enter the date when the witness signed the form.
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| 15b. Address of Witness | Text |
Enter the address of the witness.
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| Work History | ||
| law administered by the office of Personnel Management_Yes_2 | RadioButton |
Select this option if you or your spouse receive a monthly annuity under the Federal Civil Service Retirement Act or other law administered by the Office of Personnel Management.
|
| Do you or your spouse receive a mothly annuity under the Federal Civil Service Retirement Act, or other law administered by the office of Personnel Management | Text |
Indicate whether you or your spouse receive a monthly annuity under the Federal Civil Service Retirement Act or other law administered by the Office of Personnel Management.
|
| law administered by the office of Personnel Management_No_2 | RadioButton |
Select this option if you or your spouse do not receive a monthly annuity under the Federal Civil Service Retirement Act or other law administered by the Office of Personnel Management.
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| 6a. If yes, provide the civil service annuity number for you or your spouse | Text |
If you answered yes to the previous question, provide the civil service annuity number for you or your spouse.
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| 6b. If you provided your spouse’s number, is he or she enrolled in | Text |
If you provided your spouse’s civil service annuity number, indicate whether he or she is enrolled in Medicare Part B.
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