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Important documents. (Updated for 2027)

Official forms and plain-language guides for Medicare, Social Security and retirement planning. Preview any document, then download it free.

Medicare · Social Security · Retirement

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Medicare forms & guides

Enrollment forms

  • Medicare Enrollment CalendarUnity Benefits Group · Every enrollment window and deadline on one page.
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  • Application for Enrollment in Medicare Part BCMS-40B · Sign up for Part B outside your first enrollment window.
    Download Apply here
  • Request for Employment InformationCMS-L564 · Proves employer coverage so you avoid a Part B late penalty.
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  • Authorization to Disclose Personal Health InformationCMS-10106 · Lets Medicare speak with a family member or advisor for you.
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Costs & savings

  • Medicare Income-Related Monthly Adjustment Amount – Life-Changing EventSSA-44 · Ask Social Security to lower your IRMAA after a drop in income.
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  • Understanding Extra Help with Your Prescription Drug PlanSSA · Who qualifies for help paying Part D premiums and copays.
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  • Medicare Costs at a GlanceMedicare.gov · This year’s premiums, deductibles and coinsurance in one place.
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Guides

  • Unity Medicare Enrollment GuideUnity Benefits Group · Signing up for Medicare Part A & B, step by step.
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  • Medicare & You HandbookMedicare.gov · The official yearly handbook covering every part of Medicare.
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  • Enrolling in Medicare Part A & Part BMedicare.gov · When and how to sign up, and how to avoid late penalties.
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  • Choosing a Medigap PolicyMedicare.gov · Compare Medicare Supplement plans and your rights to buy one.
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Social Security forms & guides

Enrollment forms

  • Application for Spouse’s Insurance BenefitsSSA-2 · Apply for benefits based on your spouse’s work record.
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  • Request for Withdrawal of ApplicationSSA-521 · Withdraw a benefits application within 12 months to restart later.
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  • Request for Social Security StatementSSA-7004 · Get your earnings record and estimated benefits by mail.
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Costs & savings

  • How Work Affects Your BenefitsSSA · Earnings limits if you work while collecting benefits early.
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  • Voluntary Withholding RequestIRS W-4V · Have federal income tax withheld from your Social Security.
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Guides

  • 2027 Social Security Payment ScheduleSSA · Which day your benefits are deposited each month in 2027.
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  • Retirement BenefitsSSA · How retirement benefits work and how much you can expect.
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  • When to Start Receiving Retirement BenefitsSSA · How your claiming age changes your monthly check.
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  • Understanding the BenefitsSSA · An overview of retirement, disability and survivor benefits.
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Retirement Planning forms & guides

Forms

  • Withholding Certificate for Periodic Pension or Annuity PaymentsIRS W-4P · Set tax withholding on pension and annuity income.
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Costs & savings

  • Social Security and Equivalent Railroad Retirement BenefitsIRS Pub 915 · How much of your Social Security is taxable.
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  • Distributions from Individual Retirement Arrangements (IRAs)IRS Pub 590-B · Required minimum distributions and IRA withdrawal rules.
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Guides

  • Tax Guide for SeniorsIRS Pub 554 · Tax rules and credits for people 65 and older.
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  • Pension and Annuity IncomeIRS Pub 575 · How pension and annuity payments are taxed.
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