Medicare Videos, Forms and Resources
These videos are for educational purposes. Watch, download the form you need, or bring your questions to Lisa and she will review your unique situation.
Watch: Medicare in a few minutes
The official Get Started with Medicare series from the Centers for Medicare & Medicaid Services.
Medicare forms you may need
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CMS-40B: Application for Enrollment in Medicare Part B
Use it to sign up for Part B, including during a Special Enrollment Period after group health coverage based on current employment ends.
Download from the official site -
CMS-L564: Request for Employment Information
Proof of group health coverage based on current employment. Your employer fills in the coverage and employment dates, and it goes in with your Part B application.
Download from the official site -
SSA-44: Medicare Income-Related Monthly Adjustment Amount, Life-Changing Event
If your Part B or drug premium includes IRMAA and a life-changing event such as retirement has lowered your income, this asks Social Security to use the newer income.
Download from the official site
Not sure which form applies to you? Call (303) 887-8584 before you mail anything; a wrong form can delay coverage.
Official help and our guides
- Medicare & You 2027 handbookThe official government handbook, mailed each fall and available online.
- Medicare Plan FinderCompare every plan in your ZIP code on Medicare.gov.
- 1-800-MEDICARE (1-800-633-4227)Medicare itself, 24 hours a day, 7 days a week. TTY 1-877-486-2048.
- Social Security: sign up for MedicareApply for Parts A and B online at ssa.gov.
- Colorado SHIP (State Health Insurance Assistance Program): 1-888-696-7213Free, confidential Medicare counseling from the Colorado Division of Insurance; the line connects you to the nearest SHIP office.
- Medicare Supplement policies in ColoradoThe Division of Insurance's yearly guide to Medigap plans sold in Colorado.
- Health First Colorado (Colorado Medicaid)Medicaid and the Medicare Savings Programs for eligible Coloradans, run by HCPF.
- Connect for Health ColoradoColorado's official marketplace for individual and family health plans and tax credits (Colorado does not use HealthCare.gov).
Resource questions
What form do I need to sign up for Part B after my employer coverage ends?
Usually the CMS-40B application together with the CMS-L564, which your employer completes to show your group coverage dates.
How do I lower my IRMAA after I retire?
File form SSA-44 with Social Security and include proof of the life-changing event, such as a retirement letter.
Where can I get free Medicare counseling in Colorado?
Colorado SHIP, part of the Colorado Division of Insurance, offers free and confidential Medicare counseling at 1-888-696-7213. Lisa is also happy to walk you through your options at no cost.
Take the stress out of Medicare.
Book a free, no-obligation review with Lisa in Brighton, by phone or by video. Bring your questions; leave with answers.
992 South Fourth Avenue, Brighton, CO 80601 · (303) 887-8584
Content reviewed by Lisa Asmussen, Medicare Broker and Licensed Insurance Agent at Headwaters Health and Wealth in Brighton, Colorado, certified to sell Medicare plans since 2018 (8 years). Last updated .