工作指南

如何申請 How to apply

同時適用A部分和B部分,和/或退休收入,或僅適用B部分:


Apply both Part A and Part B, and/or Retirement Income, or add Part B only:


www.ssa.gov


ID.Me

https://api.id.me/en/session/new


Login.gov

https://secure.login.gov/

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客戶需要提供以下資訊:

Client needs to give us:

  • 需繳納 100美元可退還押金(紅藍卡生效之後會加入我代理的任何一個醫保計畫)
  • 工人卡
  • 駕照或州身份證
  • 白卡(如有)
  • Part A 紅藍卡(如有)


  • $100 refundable deposit when he/she signs up with one of my plans.
  • Social Security card
  • Driver's license or state ID
  • Medicaid (if any)
  • Medicare Part A card (if any)
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Longer than 6 weeks:


告訴客戶通常需要 4 到 6 週。如果 6 週後仍未收到社會安全局的回复,則表示社會安全局無法核實客戶的身份。客戶必須攜帶所有身分證明文件前往當地社會安全局辦事處。我建議:


SSA 社會安全署總部

605 W. Washington Blvd.

Chicago, IL



Tell the client it usually takes about 4 to 6 weeks. If they haven't heard back from Social Security after 6 weeks, that means SSA can't verify the client's identity. The client must bring any and all identity proofing documents to the local SSA office. I recommend:


SSA headquarters

605 W. Washington Blvd.

Chicago, IL




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僅新增B部分 Adding Part B only:


  1. Create a folder in the client's name (02 John Smith - Humana #2)
  2. Make a copy of the client's Medicare Part A card, and ID.
  3. Tell the client go to the employer's Human Resources office and ask the manager to fill and sign a CMS-L564 form. Bring it back to us.
  4. Help the client to fill out CMS-40B form.
  5. Fax both completed CMS-L564 and CMS-40B forms to: 
  6. Main office: 833-787-1783
  7. or fax to the office in his zip code
  8. or apply on ID.Me or Login.gov
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