How Human Resources Should Handle Medicare’s Request for Employment Verification Form: Avoiding Common Mistakes
Written By Don Balascak, MBA
Human Resources professionals often receive requests from employees for proof of group health coverage for their Medicare enrollment application. Form CMS L564 – “Request for Employment Information” is the form Medicare uses to gather this information. This form has sections that must be completed by the employer, and it is required to process a Medicare enrollment application when the employee continues to work past 65 and has maintained group coverage. We see a lot of confusion between the employees and Human Resources about who completes which section of the form, or if they complete it at all. Per Medicare requirements, this form must be completed by both the employee and Human Resources.
We also see many forms getting rejected by Medicare because they are filled out incorrectly or incompletely. To help you and your employees avoid redoing this form due to common errors, here is a breakdown to help you both fill it out correctly:
Section A:
The employee will complete Section A of the form which provides the employer with the relevant information to research the details on the employee’s employment and coverage.
Section B:
The Employer then completes Section B, which covers the rest of the form. Most of it is self-explanatory, but there are a few areas that are often filled out incorrectly by the HR or Benefits team:
If you are unsure about Medicare enrollment for your employees, ask us! We help Human Resources answer complicated questions. Don Balascak, MBA is a founding member of The Medicare Navigators. Medicare is complicated and our mission is to help HR representatives and Medicare eligible employees with personalized assistance at no cost.
You can download the Form CMS L564 – “Request for Employment Information” with full instructions in both English and Spanish below.
Download CMS L564 - English
Download CMS L564 - Spanish