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The CMS-1763 Exp form plays a crucial role in the Medicare program by allowing individuals to effectuate their right to a voluntary disenrollment from Medicare Advantage or another Medicare health plan. This form not only serves to notify the Centers for Medicare & Medicaid Services (CMS) of a beneficiary's intention to disenroll but also helps streamline the process, ensuring that the transition to Original Medicare—or another coverage option—occurs as smoothly as possible. Designed to be accessible and user-friendly, the CMS-1763 Exp form requires beneficiaries to provide essential information, including their personal details and the specific plan from which they are choosing to disenroll. Once completed, the form must be submitted within the prescribed time frame to avoid any interruptions in coverage. Understanding the ins and outs of this form, including deadlines and submission requirements, is vital for beneficiaries seeking to navigate their healthcare options effectively. Ultimately, the CMS-1763 Exp form embodies the themes of choice and control, empowering individuals to make informed decisions about their Medicare participation.

CMS-1763 Exp Example

DEPARTMENT OF HEALTH AND HUMAN SERVICES

Form Approved

CENTERS FOR MEDICARE & MEDICAID SERVICES

OMB No. 0938-0025

 

Expires: 04/24

REQUEST FOR TERMINATION OF PREMIUM PART A, PART B, OR

PART B IMMUNOSUPPRESSIVE DRUG COVERAGE

WHO CAN USE THIS FORM?

People with Medicare premium Part A or B who would like to terminate their hospital or medical insurance coverage.

WHEN DO YOU USE THIS APPLICATION?

Use this form:

If you have premium Part A or Part B, but wish to no longer be enrolled.

If you have Part B, but recently re-joined the workforce with access to employer-sponsored health insurance and wish to voluntarily terminate this coverage.

If you have Part B, but are now covered under a spouse’s employer-sponsored health insurance and wish to voluntarily terminate this coverage.

WHAT HAPPENS NEXT?

Send your completed and signed application to your local Social Security office. If you have questions, call Social Security at 1-800-772-1213. TTY users should call 1-800-325-0778.

HOW DO YOU GET HELP WITH THIS

APPLICATION?

Phone: Call Social Security at 1-800-772-1213. TTY users should call 1-800-325-0778.

En español: Llame a SSA gratis al 1-800-772-1213 y oprima el 2 si desea el servicio en español y espere a que le atienda un agente.

In person: Your local Social Security office. For an office near you check www.ssa.gov.

WHAT INFORMATION DO YOU NEED TO COMPLETE THIS APPLICATION?

Your Medicare number

Your current address and phone number

A witness and their current address and phone number, if you signed the form with “X”

Date you are requesting to end your premium Part A or Part B

WHAT ARE THE CONSEQUENCES OF

DISENROLLMENT?

If you disenroll from Part B, it may result in gaps in your coverage, and you may incur a late enrollment penalty of 10% for each full 12-month period you don’t have Part B but were eligible to sign up and you don’t have other appropriate coverage in place.

You must have Part B while enrolled in premium Part A. If you disenroll from Part B, your premium Part A will also terminate.

REMINDERS

If you’ve already received your Medicare card, you’ll need to return it to the SSA office or mail it back.

WHAT IF YOU WANT TO RE-ENROLL IN MEDICARE?

If you do not qualify for a special enrollment period (SEP), you will need to wait until the general enrollment period (GEP), which is every year from January—March. Coverage will be effective the month after the month of the enrollment request.

If you would like to re-enroll in premium Part A or Part B you will need to complete the form CMS 18-F-5 or

CMS 40-B. If you qualify for an SEP, youll also need to attach the following:

If you qualify for an SEP based on employer group health plan coverage, you’ll need to complete the CMS L564.

If you qualify for an SEP based on another circumstance you’ll need to complete form CMS 10797.

The forms will need to be provided to SSA per the instructions on each individual form.

You have the right to get Medicare information in an accessible format, like large print, Braille, or audio. You also have the right to file a complaint if you feel you’ve been discriminated against. Visit https://www.medicare.gov/about-us/accessibility-nondiscrimination- notice, or call 1-800-MEDICARE (1-800-633-4227) for more information. TTY users can call 1-877-486-2048.

Form CMS-1763 (01/2022)

DEPARTMENT OF HEALTH AND HUMAN SERVICES CENTERS FOR MEDICARE & MEDICAID SERVICES

REQUEST FOR TERMINATION OF PREMIUM PART A, PART B,

OR PART B IMMUNOSUPPRESSIVE DRUG COVERAGE

The completion of this form is needed to document your voluntary request for termination of Medicare coverage as permitted under the Code of Federal Regulations. Section 1838(b) and 1818A(c)(2)(B) of the Social Security Act require filing of notice advising the Administration when termination of Medicare coverage is requested. While you are not required to give your reasons for requesting termination, the information given will be used to document your understanding of the effects of your request.

DO NOT WRITE IN THIS SPACE

NAME OF ENROLLEE (Please Print)

MEDICARE NUMBER

NAME OF PERSON, IF OTHER THAN ENROLLEE, WHO IS EXECUTING THIS REQUEST.

THIS IS A REQUEST FOR TERMINATION OF

DATE PART A

DATE PART B

DATE PBID

HOSPITAL INSURANCE

WILL END

WILL END

WILL END

MEDICAL INSURANCE

 

 

 

PART B IMMUNOSUPPRESSIVE DRUG COVERAGE

 

 

 

 

 

 

 

I request termination of my enrollment under the above sections of title XVIII of the Social Security Act, as amended, for the reason(s) stated below:

I UNDERSTAND THAT IF I AM REQUIRED TO PAY FOR MY HOSPITAL INSURANCE, THE TERMINATION OF MY PART B COVERAGE WILL ALSO END MY PART A COVERAGE.

If this request has been signed by mark (X), two witnesses who know the applicant must sign below, giving their full addresses.

1. NAME OF WITNESS

SIGNATURE (Write in Ink)

SIGN

HERE

ADDRESS (Number and Street, City, State and Zip Code)

MAILING ADDRESS (Number and Street)

2. NAME OF WITNESS

CITY, STATE, ZIP CODE

ADDRESS (Number and Street, City, State and Zip Code)

DATE (Month, Day and Year)

TELEPHONE NUMBER

According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it displays a valid OMB control number. The valid OMB control number for this information collection is 0938-0025. The time required to complete this information collection is estimated to average 10 minutes per response, including the time to review instructions, search existing data resources, gather the data needed, and complete and review the information collection. If you have any comments concerning the accuracy of the estimate(s) or suggestions for improving this form, please write to: CMS, Attn: PRA Reports Clearance Officer, 7500 Security Boulevard, Baltimore, Maryland 21244-1850.

Form CMS-1763 (01/2022)

File Breakdown

Fact Name Description
Purpose The CMS-1763 Exp form is used to request a Medicare Savings Program (MSP) determination for individuals who believe they qualify based on income or resource limits.
Eligibility To be eligible, individuals must meet specific income and asset criteria outlined in state regulations and federal guidelines.
Submission Process The form must be completed and submitted to the local Medicaid office, allowing state agencies to evaluate eligibility for the program.
Applicable Laws The CMS-1763 Exp form is governed by the Social Security Act and various state laws that define the Medicare Savings Programs.

Guide to Using CMS-1763 Exp

Filling out the CMS-1763 Exp form requires careful attention to detail to ensure that all necessary information is accurately provided. Once the form is completed, it will be submitted for further processing, following the guidelines outlined for its use.

  1. Begin by obtaining the CMS-1763 Exp form. This can usually be found on the official CMS website or at designated offices.
  2. Enter your personal identification information. This includes your name, address, and phone number. Make sure this information is current and accurate.
  3. Provide your Medicare number, if applicable. Double-check this number for precision.
  4. Specify the reason for completing the form. This may involve choosing from provided options or filling in a blank section.
  5. Fill in the date you want your coverage termination to take effect. This date is critical for processing your request appropriately.
  6. Review the entire form for any errors or omissions. Ensure that all sections are filled out to prevent delays in processing.
  7. Sign and date the form in the designated area. This signature indicates that the information submitted is true and accurate.
  8. Submit the completed form according to the instructions provided, whether by mail or electronically.

Get Answers on CMS-1763 Exp

What is the CMS-1763 Exp form?

The CMS-1763 Exp form is an application used by individuals to request a waiver of Medicare Part A and/or Part B. This form is essential for those who may no longer wish to receive Medicare benefits, enabling them to opt out under specific circumstances.

Who should fill out the CMS-1763 Exp form?

This form should be completed by any Medicare beneficiary who is considering or eligible for discontinuing their Part A and/or Part B coverage. It is particularly relevant for individuals transitioning to a different health insurance plan or those who wish to avoid premium payments.

Where can I obtain the CMS-1763 Exp form?

The CMS-1763 Exp form can be obtained from the official Centers for Medicare & Medicaid Services (CMS) website. Additionally, individuals may request a copy from their local Social Security Administration office or call the CMS helpline for assistance.

How do I complete the CMS-1763 Exp form?

To complete the CMS-1763 Exp form:

  1. Provide personal information, including name, address, and Medicare number.
  2. Indicate whether you are opting out of Part A, Part B, or both.
  3. Sign and date the form to certify the information is accurate.

Be sure to review the form thoroughly before submission to ensure all required fields are filled correctly.

What should I do after completing the CMS-1763 Exp form?

After completing the form, send it to your local Medicare Administrative Contractor or the address specified on the form instructions. It is recommended to keep a copy for your records. This step ensures there is a record of your request.

How long does it take to process the CMS-1763 Exp form?

The processing time for the CMS-1763 Exp form can vary. Typically, it may take several weeks to receive a confirmation of your request. Individuals are encouraged to follow up with Medicare if no response is received within this timeframe.

Will my Medicare coverage be canceled immediately?

Discontinuation of coverage does not occur immediately upon submission of the CMS-1763 Exp form. A confirmation from Medicare is necessary to finalize the cancellation. Until you receive this confirmation, you remain covered under your current plan.

Can I change my mind after submitting the CMS-1763 Exp form?

Yes, individuals can change their mind after submitting the form, but the process may involve additional paperwork. It is important to contact Medicare directly to explore options for reinstatement of coverage if needed.

Whom can I contact for assistance with the CMS-1763 Exp form?

If any questions arise while filling out the CMS-1763 Exp form, you can contact the Medicare help line or visit local Social Security Administration offices. They provide valuable support for understanding the form and the consequences of opting out of Medicare.

Common mistakes

Filling out the CMS-1763 Exp form can be a straightforward task, but many individuals make errors that can lead to delays or complications in their application. One common mistake is failing to provide accurate personal information. Each section, such as name and address, must be filled out precisely. Even a small typo can lead to confusion or miscommunication with Medicare.

Another frequent error occurs when individuals overlook the requirement for a signature. Many people remember to complete the form but forget to sign it. A missing signature can render the entire application invalid, causing frustrating delays in processing.

Not reading the instructions carefully enough is a mistake that can easily be avoided. The CMS-1763 Exp form includes important guidance that outlines how to fill it out correctly. Skipping this step can lead to misunderstandings about the information required and result in a poorly completed form.

Many applicants also fail to check the deadline for submitting the form. It’s crucial to submit the CMS-1763 Exp form on time to avoid disruption in Medicare coverage. Late submissions can lead to unnecessary gaps in health care services, which can be both stressful and costly.

Another common oversight is not providing supporting documentation if necessary. Certain situations might require additional proof to substantiate the claims being made on the form. If you don’t include these documents, your application could be delayed while additional information is requested.

Some individuals mistakenly think that any changes made to existing information do not need to be noted. However, making updates—whether to your income, address, or other details—requires clear communication on the form. Ignoring this can lead to incorrect processing of your application.

Conversely, being overly broad in descriptions can also create issues. When explaining your circumstances, it’s critical to be clear and concise. Vague or general statements can cause confusion and might lead to unnecessary back-and-forth between you and the processing agency.

Finally, failing to keep a copy of the completed form is a mistake many people make. Retaining copies of all submissions is essential for tracking your application status and for reference in case any issues arise. This simple step can help provide peace of mind throughout the process.

Documents used along the form

The CMS-1763 Exp form is a crucial document for individuals seeking to appeal the termination of Medicare coverage. When filing this appeal, there are several other forms and documents that may be required to support the case. Below is a list of some of the common forms and documents that often accompany the CMS-1763 Exp form.

  • CMS-10106: This form is used for the Medicare Financial Assistance program. It helps beneficiaries detail their income and resources to determine eligibility for various assistance programs.
  • Authorization to Disclose Personal Health Information (HIPAA Release): This document allows healthcare providers to share a beneficiary's medical information with third parties, facilitating the appeal process.
  • CMS-1763 Authorization Form: While related to the main form, this authorization specifically gives permission to the Medicare program to proceed with processing the appeal similarly.
  • Clinical Documentation: Medical records and relevant paperwork that justify the need for continued Medicare benefits may need to be submitted. This documentation strengthens the appeal.
  • Notice of Medicare Non-Coverage (NOMNC): This notice informs beneficiaries when services will no longer be covered. It is essential in understanding the context of why the coverage was terminated.
  • Written Statement of Appeal: A signed letter outlining the reasons for contesting the Medicare coverage termination. This personal statement offers insight into the individual's circumstances and needs.

Collecting and submitting these documents can create a comprehensive case for appealing a Medicare coverage termination. Ensuring all relevant information is included enhances the likelihood of a successful outcome in the appeal process.

Similar forms

The CMS-1763 Exp form, used primarily in the context of Medicare, has parallels with several other important documents that play roles in healthcare and insurance. Below are four documents similar to the CMS-1763 Exp form, along with descriptions of how they are alike:

  • CMS-1500 Form: This form is used for billing Medicare and other insurance entities for healthcare services rendered. Like the CMS-1763 Exp form, it is an essential document in the Medicare system, ensuring that patients’ services are covered and reimbursed accurately.
  • CMS-1450 Form (UB-04): Similar to the CMS-1500, this form is specifically for institutional providers to bill Medicare for hospital and facility services. Both forms serve to facilitate the reimbursement process while complying with Medicare’s regulations.
  • Medicare Enrollment Application (CMS-855): This application is used by healthcare providers to enroll in Medicare. The CMS-1763 Exp form, which can be used for disenrollment purposes, shares a focus on establishing the relationship between providers and Medicare, albeit from different perspectives.
  • Advance Beneficiary Notice of Noncoverage (ABN): An ABN is issued to Medicare beneficiaries when a provider believes that a particular service may not be covered. Like the CMS-1763 Exp form, it addresses beneficiary rights and expectations concerning Medicare coverage, enhancing transparency in the healthcare process.

Dos and Don'ts

When filling out the CMS-1763 Exp form, it’s important to follow certain guidelines to ensure accuracy and completeness. Here’s a list of things you should and shouldn’t do.

  • Do double-check all personal information for accuracy.
  • Do clearly write or type your responses to avoid any misinterpretation.
  • Do follow the instructions provided on the form carefully.
  • Do keep a copy of the completed form for your records.
  • Don't leave any required fields blank; provide the necessary information.
  • Don't use abbreviations that may not be understood by others reviewing the form.

Following these guidelines will help prevent delays and ensure your form is processed smoothly.

Misconceptions

The CMS-1763 Exp form is often surrounded by misunderstandings that can lead to confusion for those seeking to use it effectively. Here is a list of ten common misconceptions associated with this form, along with clarifications to dispel them.

  1. Only Medicare recipients need to use the CMS-1763 Exp form. Many individuals mistakenly believe that this form is exclusively for Medicare beneficiaries. In fact, it is used by both Medicare and Medicaid participants in specific contexts.
  2. The CMS-1763 Exp form is only for appeal purposes. While it can be utilized as part of the appeals process, its primary purpose allows for the voluntary disenrollment from a Medicare Advantage or Medicare Prescription Drug plan.
  3. Filing the CMS-1763 Exp form guarantees immediate processing. Although the form is designed to facilitate disenrollment, processing times can vary based on the circumstances surrounding each case.
  4. Once submitted, the disenrollment is irreversible. Some individuals may think that once they submit the CMS-1763 Exp form, they cannot re-enroll in a plan. However, individuals may still have options to enroll in different plans during specific enrollment periods.
  5. Only specific reasons can justify the use of the CMS-1763 Exp form. Contrary to popular belief, individuals can use the form for various personal reasons for disenrollment, not solely due to dissatisfaction with the plan.
  6. The CMS-1763 Exp form must be mailed to a specific address. Many assume there is just one address for all submissions. In reality, the address may vary depending on the type of Medicare plan or state involved.
  7. All individuals can disenroll at any time. Although the form is available for use, individuals must consider the enrollment periods that apply to their specific plans, which dictate when disenrollment is permitted.
  8. Supporting documents are unnecessary for CMS-1763 Exp form submissions. Some individuals believe that additional documentation is not required. However, providing relevant information can help streamline the process.
  9. The form is easy to complete and requires no prior knowledge. While the form may seem straightforward, many individuals encounter challenges, particularly regarding required signatures or sections that demand attention to detail.
  10. The CMS-1763 Exp form does not affect future health coverage. This is a crucial misconception. Disenrolling from a plan may have implications for an individual’s future healthcare options, including potential coverage gaps.

Understanding these misconceptions about the CMS-1763 Exp form is essential for individuals considering its use. Clarity regarding its purpose and implications allows for informed decision-making in the enrollment process.

Key takeaways

  • The CMS-1763 Exp form is essential for requesting an exception or extension to the Medicare coverage timeline.
  • Always complete the entire form; incomplete submissions may be delayed or rejected.
  • Provide accurate patient information, including their Medicare number and personal details.
  • Include a clear explanation of why the exception is necessary. Specific reasons can support your case.
  • Attach any relevant documentation that can support your request, such as medical records or letters from healthcare providers.
  • Check for signatures; ensure that all required parties have signed the form where indicated.
  • Keep a copy of the submitted form for your records. This can be helpful for follow-up inquiries.
  • Submit the form to the correct address. Verify the submission guidelines on the CMS website.
  • Follow up after submission if you do not receive a response within a reasonable time frame.