TN 7 (10-23)

HI 00630.020 Initial Enrollment Procedures - Foreign Beneficiaries on the Social Security Rolls Approaching Age 65 or Disabled for 24 Months

Foreign beneficiaries who are within 3 months of reaching age 65 or disabled beneficiaries who will have been entitled for 24 months within 3 months are notified of their eligibility for SMI by Office of Central Records Operations (OCRO). The following publications are sent to each beneficiary.

• •

  SSA Publication No. 05-10005, “A Message About Medicare for Social Security Beneficiaries Living Outside the U.S.,” and

• •

  SSA Publication No. 05-10014, “Basic Facts About Medicare and Other Health Insurance,” and

• •

  an inquiry card, HCFA-1739

OCRO simultaneously prepares and forwards to INTPSC a corresponding enrollment card (HCFA-40F), which shows the last month of the initial enrollment period in the upper margin on the face of the card. The HCFA-1739 bears the same date.

The ending date of the initial enrollment period is always the last day of the month shown;

The beginning is the first day of the seventh month prior to the closing date;

For example: An October 1983 notation would indicate that the initial enrollment period began on April 1, 1983 and ended on October 31, 1983.

When the beneficiary returns the HCFA-1739, they are sent the corresponding HCFA-40F with a return envelope.

The HCFA-40F is not sent when a United States address is shown, see HI 00630.050 B.