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Forms & resources

Helpful information, gathered in one place.

Use these materials to prepare for a conversation, learn at your own pace, or complete a next step Lisa has discussed with you.

Medicare Forms

Request for Employment Information (CMS-L564)

Use this form to show proof of group health plan coverage based on current employment so you can enroll in Medicare.

PDF · 96.9 KB
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Medicare Forms

Request for Enrollment in Medicare Part B (CMS-40B)

Use this form if you already have Medicare Part A and want to sign up for Part B (Medical Insurance).

PDF · 106.0 KB
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Educational Guides

Medicare Part D Guide

Medicare Part D in Plain English

PDF · 843.6 KB
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