Process for Medicare Enrollment

We address three different situations below.  Bear in mind, Social Security manages Medicare enrollment and transactions.

Situation 1 – You are turning 65 and you are already receiving Social Security Income
Social Security will mail your Medicare card to you three months before the month of your birthday. You do not need to do anything to enroll—              you already have been enrolled.

Situation 2 – You are turning 65 and you are not already receiving Social Security Income.

          Call Social Security to set up an appointment to enroll in Medicare Parts A and B by phone or an office appointment (if available).
                    In the Lynchburg area, call (866) 964-6142
                    In the Roanoke area, call (866) 701-8179
          Apply online at
                    First, create an SSA account.
                    Second, create a account. Here you will select to receive Medicare Parts A and B. You will also have an opportunity at this point
                    to elect to receive Social Security Income.

Situation 3 – You are past age 65 and want to enroll in Medicare Part B.

          Print these Social Security forms:
                    CMS Application for Enrollment in Part B (CMS form 40B)  
                    CMS Request for Employment Information (CMS form L-564/R297)

          Once you complete these forms, fax them together to the Social Security Administration nearest you the month prior to the desired effective.
                    For Lynchburg, VA area: 833-650-2284
                    For Roanoke, VA area: 833-912-2328

Get Health Care Coverage with Confidence

The Croft Insurance professionals will help you design the right health insurance plan for you and your family.
 We are available Monday - Thursday 9:00 AM to 5:00 PM and Friday 9:00 AM to 1:00 PM for in-person and phone appointments.



Croft Insurance Services
706 Burks Hill Road
Bedford, VA  24523

Disclaimer:  We do not offer every plan available in your area. We represent seven organizations
which offer 64 products in your area. Please contact, 1-800-MEDICARE, or your
local State Health Insurance Program (SHIP) to get information on all of your options.