Important Medicare Forms:

Click the links below to open and download forms

Request for Employment Information


In order to apply for Medicare in a Special Enrollment
Period, you must have or had group health plan coverage
within the last 8 months through your or your spouse’s
current employment. People with disabilities must have large
group health plan coverage based on your, your spouse’s or
a family member’s current employment.
This form is used for proof of group health care coverage
based on current employment. This information is needed to
process your Medicare enrollment application.
The employer that provides the group health plan coverage
completes the information about your health care coverage
and dates of employment.

Enrolling in Part B

Part B covers 2 types of services

  • Medically necessary services: Services or supplies that are needed to diagnose or treat your medical condition and that meet accepted standards of medical practice.
  • Preventive services: Health care to prevent illness (like the flu) or detect it at an early stage, when treatment is most likely to work best.

You pay nothing for most preventive services if you get the services from a health care provider who accepts assignment.

(Epic) Elderly Pharmaceutical Insurance Coverage Program

The Elderly Pharmaceutical Insurance Coverage (EPIC) program is a New York State program administered by the Department of Health. It provides seniors with co-payment assistance for Medicare Part D covered prescription drugs after any Part D deductible is met. EPIC also covers many Medicare Part D excluded drugs.

For more information call the toll-free EPIC Helpline at 1-800-332-3742

Retirement Benefits Guide From Social Security

Social Security and your retirement plan.Social Security is part of the retirement plan of almost every American worker. It’s important to know how the system works and how much you’ll receive from us when you retire. This booklet explains: • How you qualify for Social Security benefits. • How your earnings and age can affect your benefits. • What you should consider in deciding when to retire. • Why you shouldn’t rely only on Social Security for all your retirement income. This basic information about Social Security retirement benefits isn’t intended to answer all questions. For specific information about your situation, you should talk with one of our representatives. Please call our toll-free number.