Path check
Confirm the applicant already has Part A and is using a valid Part B enrollment window.
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CENTERS FOR MEDICARE & MEDICAID SERVICES
Ask Social Security to add Medicare Part B when the applicant already has Part A.
Form CMS-40B is the official request for someone who already has Medicare Part A and wants to sign up for Medicare Part B. The walkthrough routes the applicant through the enrollment window, coverage history, proof, and print-sign steps that apply to the current 07/2025 form.
Average time
10-15 minutes
Difficulty
moderate
Best for
People who already have Medicare Part A and are ready to request Medicare Part B during an Initial, General, or Special Enrollment Period.
Produce a current CMS-40B (07/2025) filled PDF ready for the applicant to print, sign, attach required evidence, and mail or fax to the local Social Security office.
Do not use CMS-40B if the applicant does not already have Medicare Part A or is outside the enrollment windows described in the official instructions.
Confirm the applicant already has Part A and is using a valid Part B enrollment window.
Collect Medicare number, name, mailing address, phone number, and email address.
Route employer, union, or nonprofit volunteer coverage questions and dates only when they apply.
Capture the explanation and proof reminder only when another entity asked or required Part B enrollment.
For the job coverage path, choose the printed coverage start option and collect the month/year only for the delayed start choice.
Prepare the applicant signature date, witness lane when needed, attachments, and local Social Security office submission step.
Docgle asks calm, plain-English questions and keeps the official source attached for review.
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