In any case where:
-
•
an individual expresses a desire for SMI during or shortly before an enrollment period,
and
-
•
there is any doubt about
the
individual's HI entitlement,
the individual should be advised to file, as soon as possible, a signed statement
that the individual wants SMI, preferably on a Form HCFA-4040 (Application for Enrollment
in Supplementary Medical Insurance Benefits Plan).
Similarly, when a claim for HI (which may be part of a monthly benefit claim) is being
disallowed and the individual is currently within an enrollment period, but has not
specifically elected SMI, an election should be obtained before the enrollment period
expires.