What Do You Need to Take to Social Security When You Apply for Medicare?


Quick Answer

Anyone wishing to apply for Medicare at a local Social Security office must bring Social Security information for herself and relevant family members, banking information and information about work and military service, according to the Social Security Administration. Also required is information about recent earnings and documents verifying identity.

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Full Answer

Documents required when applying for Medicare in person include an original or copy of the applicant's birth certificate, proof of U.S. citizenship, any military discharge papers and the most recent year's W-2 forms or tax return, states the Social Security Administration. Anyone who doesn't have all the required documents should go ahead and submit the Medicare application, then follow-up by supplying the documents. In some cases, the local Social Security office can help an applicant track down required documents or information.

Anyone who is eligible for Medicare, is not currently receiving Social Security and does not want to receive Social Security at the present time may sign up for Medicare only online, according to the Social Security Administration. The application process is simple and doesn't require submission of any documents at the time of application. If the Social Security Administration needs documents, it requests them later in the process. It's also possible to apply for Medicare by phone, and Americans living overseas can apply at a U.S. embassy.

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