I'm at risk somehow by faxing in forms to Social Security on behalf of a client.
Why do you feel the need to fax them?
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I'm at risk somehow by faxing in forms to Social Security on behalf of a client.
Convenience.Why do you feel the need to fax them?
The application ends up in File 13. Or locked in someone's desk drawer. Now if we knew SSA accepts faxes via electronic means that feeds into a system for processing then that would be a different story.You and a couple others seem to indicate that I'm at risk somehow by faxing in forms to Social Security on behalf of a client. Please explain. What is the risk?
This can take forever as its sent to the national Social Security headquarters and then rerouted to the Local Social Security office. Find it easier and faster to directly fax it to the local social security office.@TwoCents @tcianflone
You can submit the CMS-40B application for Medicare Part B online at SSA.gov/benefits/medicare.
Online
Create a secure my Social Security account
Complete the CMS-40B form
Electronically sign the application
This form (40B) is your application for Medicare Part B (Medical Insurance). You can use this form to sign up for Part B:
During your Initial Enrollment Period (IEP) when you're first eligible for Medicare
During the General Enrollment Period (GEP) from January 1 through March 31 of each year
If you're eligible for a Special Enrollment Period (SEP), like if you're covered under a group health plan (GHP) based on current employment.
CMS40B - Application for Enrollment in Part B | CMS
DEPARTMENT OF HEALTH AND HUMAN SERVICESCENTERS FOR MEDICARE & MEDICAID SERVICESForm ApprovedOMB No. 0938-1230www.cms.gov
You were OK until you got to this.
They can apply for Part A via SSA online portal. I have had clients do this and never a problem. The oldest one was 78.
You can give them the forms (L564 & CMS-40B) along with the instructions, but you do NOT want to file the forms for them.
@tcianfloneYou and a couple others seem to indicate that I'm at risk somehow by faxing in forms to Social Security on behalf of a client. Please explain. What is the risk?
This can take forever as its sent to the national Social Security headquarters and then rerouted to the Local Social Security office.
Not if you have NAPA. I looked into this extensively, and then I had two calls with them to be certain I was right.If it goes south E&O won't cover you.
Obviously not something we see every day.
Hero or Zero. Not worth the risk in my book Sometimes defering or refering to SS is the most competent thing to do.
Sorry i never help with the forms . I outline exactly how to do it .I'll direct them the exact forms to fill out . If they need help on lines they don't understand I'll guid them .Middle income and above are almost always comfortable with Computer online now hitting age 65 . It's very easy . 95% of lower income get their Medicare card without applying as they're on SS. As i said I'm more than happy to explain exactly how to do it . My job as an agent is to match the best plan for them and contact them yearly about changes . Also to answer questions throughout the yr such as claims and pre authorization issues .Not if you have NAPA. I looked into this extensively, and then I had two calls with them to be certain I was right.
Same thing with giving information about plans to which you're not appointed, assisting with customer service issues (like faxing an important paper for a member), and so forth.
If it's a professional service provided in the furtherance of either marketing or selling insurance, it's a covered activity with NAPA. Helping someone sign up for their Medicare entitlement goes hand in hand with trying to sell them a Medicare plan.
Helping them sign up for social security cash retirement benefits? Not the same.
Why do you think the local social security office will have a fax number on there website?I have been told by a SS rep that yes they process faxed apps the same as they process paper apps mailed or dropped off.This risk of it piling up on their to do list is the same either way including online submission.You and a couple others seem to indicate that I'm at risk somehow by faxing in forms to Social Security on behalf of a client. Please explain. What is the risk?