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Blogs and Forms

Medicare Basics Webinar hosted by Jessica Marschall, CPA
Jessica Marschall, CPA of Marschall Accounting Services welcomes Bethany Sullivan with Sullivan Health Care Solutions to share her knowledge of Medicare. Topics include qualification, timing of enrollment, delaying coverage for those working past age 65, types of plans and how they provide coverage and legal rules to avoid lifetime penalties.
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Medicare Timeline - Important Dates
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2024 Medicare Premiums
IAG Wealth Partners Hosts 2024 Medicare Basics program
IAG Wealth Partners presents their August 2024 Focus on Education and is pleased to bring you an educational seminar: What you need to know about Medicare, presented by Bethany Sullivan of Sullivan Health Care Solutions. Topics include; Is Medicare right around the corner for you? Or, if you are already on Medicare, learn why it's important to quote your Part D medication plan or Medicare Advantage Plan each year and much more.
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How to Lower Your Part D Prescription Costs
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Payment Options for your Medicare Coverage
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The Hospital Surprise You Don’t Want to Get Under Medicare
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Notice of Creditable Part D Coverage
A "Notice of Creditable Part D Coverage" is a notification sent by an employer or group health plan to Medicare-eligible individuals, informing them whether their current prescription drug coverage is considered "creditable," meaning it is at least as good as a standard Medicare Part D plan, and thus allows them to potentially delay enrolling in a separate Part D plan without penalty; essentially, it tells you if your current drug coverage is good enough to avoid needing a separate Medicare Part D plan.
 
The purpose of the notice is to help Medicare-eligible individuals decide if they should enroll in a separate Medicare Part D plan based on the quality of their current prescription drug plan coverage.

The notice is important because If you have creditable coverage through your employer and delay enrolling in a Medicare Part D plan, you can avoid potential late enrollment penalties when you do eventually sign up.

This notice is a decision-making tool because it helps you compare your current drug coverage with a standalone Medicare Part D plan to determine the best option for your needs.
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CMS-L564 Form for delayed Part  B coverage
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CMS-40B Form
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