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Medicare Supplement
Intake Form
Complete this form so Mercy's team can compare Medicare Supplement options based on your needs.
Section 1 of 7 — Medicare Info
5% complete
1 · Medicare
2 · Personal
3 · Plan
4 · Eligibility
5 · Agent
6 · Payment
7 · Enrollment
🏥
Step 1 — Medicare Information
Medicare numbers and effective dates.
AARP Member Number
Medicare Number *
Medicare Part A Effective Date *
Medicare Part B Effective Date *
Next Step
👤
Step 2 — Personal Information
Basic details about the applicant.
First Name *
Middle Initial
Last Name *
Street Address *
City *
County
State *
— Select —
AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
ZIP Code *
Phone Number *
Email Address *
Date of Birth *
Gender *
— Select —
Male
Female
Previous Step
Next Step
📋
Step 3 — Plan Choice
Select your desired Medicare Supplement plan.
Select Plan Option
Plan F
Plan G
Plan N
Requested Effective Date
Active Part A & B on start date? *
— Select —
Yes
No
Previous Step
Next Step
🗳️
Step 4 — Eligibility Questions
Answer these questions to confirm eligibility.
Start date within 6 months of turning 65 or Part B enrollment?
Yes
No
Do you have guaranteed issue rights?
Yes
No
Used tobacco in the past 12 months?
Yes
No
Did you turn age 65 in the last 6 months?
Yes
No
Enrolled in Part B in the last 6 months?
Yes
No
Covered by state Medicaid program?
Yes
No
Other Medicare plan (non-original) in past 63 days?
Yes
No
Another Medicare supplement policy in force?
Yes
No
Intend to replace current policy?
Yes
No
Other health insurance in past 63 days?
Yes
No
Previous Step
Next Step
🔐
Step 5 — Agent / Broker Use Only
Insurance history as issued by broker.
Other health insurance policies issued to applicant
Policies still in force
Lapsed policies in past 5 years
Previous Step
Next Step
🏦
Step 6 — Bank Account Information
Used for premium payments.
Account Holder Name
Bank Name
Account Type
— Select —
Checking
Savings
Routing Number
Account Number
Previous Step
Next Step
📝
Step 7 — Notes & Enrollment Details
Final remarks and office enrollment info.
Additional Notes
PDP Details
Premium Amount
Enrollment Date
Confirmation #
Previous Step
Submit Application
By submitting, you certify that all information provided is accurate and complete.