Patient Request For Medical Payment Template Page 2

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HOW TO FILL OUT THIS MEDICARE FORM
Medicare will pay you directly when you complete this form and attach an itemized bill from your doctor or supplier. Your bill does not have to be paid before you submit
this claim for payment, but you MUST attach an itemized bill in order for Medicare to process this claim. Mail your completed claim form to the Medicare Carrier responsible
for processing your claim. If you do not know the address of your carrier, call 1-800-MEDICARE (1-800-633-4227).
FOLLOW THESE INSTRUCTIONS CAREFULLY:
A. Completion of this form.
Block 1.
Print your name shown on your Medicare Card (Last Name, First Name, Middle Name).
Block 2.
Print your Health Insurance Claim Number including the letter at the end exactly as it is shown on your Medicare card.
Check the appropriate box for the patient’s sex.
Block 3.
Furnish your mailing address and include your telephone number in Block 3b.
Block 4.
Describe the illness or injury for which you received treatment. Check the appropriate box in Blocks 4b and 4c.
Block 5a.
Complete this Block if you are age 65 or older and enrolled in a health insurance plan where you are currently working.
Block 5b.
Complete this Block if you are age 65 or older and enrolled in a health insurance plan where your spouse is currently working.
Block 5c.
Complete this Block if you have any medical coverage other than Medicare. Be sure to provide the Policy or Medical Assistance Number. You may check the
box provided if you do not wish payment information from this claim released to your other insurer.
Block 6.
Be sure to sign your name. If you cannot write your name, make an (X) mark. Then have a witness sign his or her name and address in Block 6 too.
If you are completing this form for another Medicare patient you should write (By) and sign your name and address in Block 6. You also should
show your relationship to the patient and briefly explain why the patient cannot sign.
Block 6b.
Print the date you completed this form.
B. Each itemized bill MUST show all of the following information:
Date of each service
Place of each service
Doctor’s Office
Independent Laboratory
Outpatient Hospital
Nursing Home
Patient’s Home
Inpatient Hospital
Description of each surgical or medical service or supply furnished.
Charge for EACH service.
Doctor’s or supplier’s name and address. Many times a bill will show the names of several doctors or suppliers. IT IS VERY IMPORTANT THE ONE WHO TREATED
YOU BE IDENTIFIED. Simply circle his/her name on the bill.
It is helpful if the diagnosis is also shown on the physician’s bill. If not, be sure you have completed Block 4 of this form.
Mark out any services on the bill(s) you are attaching for which you have already filed a Medicare claim.
If the patient is deceased, please contact your Social Security office for instructions on how to file a claim.
Attach an Explanation of Medicare Benefits notice from the other insurer if you are also requesting Medicare payment.
COLLECTION AND USE OF MEDICARE INFORMATION
We are authorized by the Centers for Medicare & Medicaid Services to ask you for information needed in the administration of the Medicare
program. Authority to collect information is in section 205(a), 1872 and 1875 of the Social Security Act, as amended.
The information we obtain to complete your Medicare claim is used to identify you and to determine your eligibility. It is also used to decide
if the services and supplies you received are covered by Medicare and to insure that proper payment is made.
The information may also be given to other providers of services, carriers, intermediaries, medical review boards, and other organizations as
necessary to administer the Medicare program. For example, it may be necessary to disclose information to a hospital or doctor about the
Medicare benefits you have used.
With one exception, which is discussed below, there are no penalties under Social Security law for refusing to supply information. However,
failure to furnish information regarding the medical services rendered or the amount charged would prevent payment of the claim. Failure to
furnish any other information, such as name or claim number, would delay payment of the claim.
It is mandatory that you tell us if you are being treated for a work related injury so we can determine whether worker’s compensation will pay
for the treatment. Section 1877(a)(3) of the Social Security Act provides criminal penalties for withholding this information.
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 0938-0008. The time required to complete this information collection is estimated to average 16 minutes per response, including the time to review instructions, searching exist-
ing data resources, gather the data needed, and complete and review the information collection. If you have any comments concerning the accuracy of the time estimate(s) or suggestions for improving this
form, please write to: CMS, Attn: PRA Reports Clearance Officer, 7500 Security Boulevard, Baltimore, Maryland 21244-1850.
DO NOT MAIL COMPLETED CLAIM FORMS TO THIS ADDRESS.

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