Skip to content
For anyone 65 or older dealing with Medicare Part B paperwork from Social Security:

Medicare Part B paperwork, done right the first time

Plain-English guides and filled-in examples of the exact forms Social Security asks for. Pick your situation.

Worked past 65 and retiring?

Sign up for Part B late, with no lifetime penalty

PART B · 2026 EDITIONLateEnrollmentKit
Filled CMS-40B and CMS-L564, step by step
Part B Forms

Filled-in examples of Forms CMS-40B and CMS-L564, plus a plan for when your old employer is slow, gone, or won't sign.

  • Filled CMS-40B example
  • Filled CMS-L564 example for your employer
  • If your employer won't sign or is gone
  • + 3 free bonuses
$39one time · instant PDF
See the Late Enrollment Kit

Free: CMS-40B guide · CMS-L564 guide · 8-month deadline

Paying IRMAA on income you no longer have?

Get your IRMAA surcharge lowered with Form SSA-44

2026 EDITIONIRMAAAppeal Kit
Lower your Medicare surcharge with Form SSA-44
Part B Forms

Everything you need to fill out Form SSA-44, prove your life-changing event, and stop paying a surcharge based on income you no longer have.

  • SSA-44 walkthrough for all 8 life-changing events
  • Evidence checklist for your event
  • What gets rejected, and why
  • + 3 free bonuses
$49one time · instant PDF
See the IRMAA Kit

Free: SSA-44 guide · IRMAA calculator · How to appeal

Free guides and calculators

Retiring after 65? You'll probably need both.

Sign up for Part B inside your 8 months, then get the IRMAA surcharge on your old salary lowered. Both kits together cost less.

Late Enrollment only
Part B Late Enrollment Kit
PART B · 2026 EDITIONLateEnrollmentKit
Filled CMS-40B and CMS-L564, step by step
Part B Forms
  • Filled CMS-40B example
  • Filled CMS-L564 example for your employer
  • 3 free bonuses
$39
Get this kit
Instant PDF download
Best value
Part B + IRMAA Bundle
  • Late Enrollment Kit
  • IRMAA Appeal Kit
  • All 6 bonuses
Bought separately: $88$69
You save $19
Get both kits
Instant PDF download
IRMAA only
IRMAA Appeal Kit
2026 EDITIONIRMAAAppeal Kit
Lower your Medicare surcharge with Form SSA-44
Part B Forms
  • SSA-44 walkthrough for all 8 life-changing events
  • Evidence checklist for your event
  • 3 free bonuses
$49
Get this kit
Instant PDF download
  • Secure checkout by Gumroad
  • Instant PDF download
  • Checked against SSA.gov & CMS.gov
  • 14-day money-back

Part B Forms is an independent guide, not Medicare or Social Security. The official forms are free from cms.gov and ssa.gov. Every figure on this site is checked against official sources: how we check facts.