工作指南

Office

Office phone #: 224-435-7511

Password: Wr@ngler123$



Website: www.whatmondycando.com


Office email:

benmedicare@hotmail.com

Password: Wrangler123$


Ben L.: 312-927-1280

Joann Z.: 312-799-0395

Jasmine D.: 312-866-7202

Jane: 312-731-1862

Mandy K.: 312-927-1073

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客戶需要提供以下資訊:

Client needs to give us:

比較計劃, 選擇醫生, 藥物費用www.ehealthinsurance.com

無一個計劃的最下方你會找到 Evidence of Coverage的計劃條文. 大部分嘅問題都會得到解答.

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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:

總共操作流程:


  1. 創建一個客戶文件夾 (02 John Smith - Humana #2)
  2. 複印客戶的紅藍卡 Part A, ID
  3. 叫客人攜同 CMS-L564 form 去僱主的人事部簽名, 然後拿回來給我們處理
  4. 幫助客人填寫 CMS-40B form B部份添加申請表格
  5. 傳真這兩份 CMS-L564 和平 CMS-40B 表格到: 
  6. 社安局總局: 833-787-1783 
  7. 或者傳真到客戶地區的社安局
  8. or apply on ID.Me or Login.gov




Procedure:


  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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