Fill Out Form CMS-40B with AI

Form CMS-40B, Request for Enrollment in Medicare Part B (Medical Insurance). Someone who already has Medicare Part A uses it to sign up for Part B (Medical Insurance) during the Initial Enrollment Period, the General Enrollment Period or a Special Enrollment Period. It is mailed or faxed to the local Social Security office.

Form CMS-40B at a glance

Official titleRequest for Enrollment in Medicare Part B (Medical Insurance)
Issued byCenters for Medicare & Medicaid Services (CMS)
Edition07/2025
Pages3
Fillable fields45: 34 text fields, 11 checkboxes
OMB number0938-1230
Official PDFcms40b-e.pdf on cms.gov
Cost with FillWise1 fill

Counted on Oct 19, 2026 from the official PDF, with the same engine FillWise fills it with.

Form CMS-40B example, filled out

Form CMS-40B example: page 2 filled out with sample data
Page 2 of the official Form CMS-40B PDF, filled by the FillWise engine with made-up sample data: the people, companies and numbers are not real. FillWise fills your copy the same way from your own notes, every page of it.

What Form CMS-40B asks for

The captions printed next to the first fields of each page, as the PDF gives them.

Fields to watch on Form CMS-40B

How to fill Form CMS-40B with FillWise

  1. Open the official PDF from cms.gov in Chrome.
  2. In the FillWise side panel, paste your notes or attach a photo of a document, and press Fill form.
  3. Check all 3 pages of the downloaded PDF before anyone signs.

Without the extension: Fill a PDF in your account.

How FillWise handles Form CMS-40B

FillWise fills this form the regular way: the AI reads each field's printed caption, its tooltip and its options, and answers from your notes.

The form has 2 digital signature fields. FillWise leaves them empty: signing is yours.

What to check before you file

Filling Form CMS-40B for many people

Bulk fill in your FillWise account takes Form CMS-40B and a CSV or Excel sheet with one person per row. It fills the first one and stops so you can check the result, then fills the rest and hands back one zip. Each copy costs 1 fill, the same as filling it on its own. How it works step by step: bulk PDF form filling guide.

Cost

Form CMS-40B has 3 pages, but its fields are on pages 2-3 only, so filling it costs 1 fill: FillWise charges a PDF fill by the pages it fills, one fill per started 5 pages. The free plan starts with 20 fills and then tops back up to 5 fills a week, no card required. Paid plans are on the pricing page.

Privacy

The PDF is filled in your browser; only its field list and your data go to our server for the AI, and nothing is stored. Details: privacy and security.

Common Questions

Can I use CMS-40B if I do not have Medicare Part A?

No. The form is for people who already have Part A and want to sign up for Part B. Without Part A, contact Social Security to apply for Medicare.

What goes with CMS-40B if I had coverage through an employer?

If you or your spouse had employer or union group health plan coverage since you turned 65, Section 2 asks for the dates of the employment and of the coverage, and your employer fills out Form CMS-L564, which you return with the application.

Can I choose when my Part B coverage starts?

Yes, if you enroll while still covered by a group health plan based on current employment, or during the first full month you are not: the first day of the month you enroll, or the first day of any of the 3 months after, which you write in as month and year.

Try it on Form CMS-40B

Install the FillWise Chrome extension, open the official PDF in a Chrome tab and paste your notes.

Get Chrome extension