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How to Find My Medicare ID Number

Need your Medicare ID # and don’t want to sit on hold waiting for Medicare to answer the phone? Here are the ways to easily locate your Medicare ID #.

Your Medicare ID # consists of a combination of letters and numbers and is needed if you are going to apply or switch your Medicare plans. Your ID # is found on your ID card as shown in this sample:

If you cannot find your card, you can call Medicare to obtain a new one (800) 633-4227 or better yet, just access it EASILY online. For online access, go to or If you haven’t created an account yet, do this first.

Once you are logged in, look for the “Benefits & Payments” section. Click the link that says “Get a Benefit Verification Letter” and a new window will open. This window is a letter summarizing the benefits you received from the federal government. It will show your Social Security benefit information, as well as your Medicare Part A & Part B start dates and Medicare ID Number (also known as the Medicare Claim Number). You can print the letter or save it as a PDF document for easy access anytime without having to go online.

Click here to download a pdf of these instructions.


How to Set Up Monthly Auto Pay for Medicare Part B Premiums

Go to: Create an Account or Sign In.

On the upper toolbar, select your profile and My Account Home

Scroll down on the home page and select Pay my premium

Select –Sign up for Medicare Easy Pay– The left side shows where you have to add your bank checking account for recurring payments–Premiums are usually for 3 months. On the right side it shows where you can make one time payments when you first sign up.

Click here to download a pdf of these instructions.


How to Add A Medicare Representative to Act on your Behalf

Go to: Create an Account or Sign In.

Scroll down on the page when you see your account settings

Select Manage My Representatives

Select Add/Change Representatives

Enter YOUR Medicare Information FIRST and then click NEXT. You can then add your spouse/relative/friend or child and select a time frame or permanently and what information you want to be disclosed.

Reason is:
At My Request

Now in the event you are sick and cannot contact Medicare, you have authorized electronically someone else who can and they will see this on your account. Have the authorized representatives address for verification.

Click here to download a pdf of these instructions.



OBAMACARE (INDIVIDUAL AND FAMILY INSURANCE PLANS) Check to see if you can get help paying for your premium 2022 Federal Poverty Limit Chart – Download


More Resources Coming Soon!


BUY SELL AGREEMENTS – Why do you need a Buy Sell Agreement?

Think of a Buy Sell Agreement as a ‘will’ or ‘Pre-Nup’ for your business.  Whether you have partners or are a sole proprietor, you should consider having a Buy/Sell Agreement in place.  Where do I come in?  It can funded with insurance products, yippie!  


More Resources Coming Soon!


DISASTER PREPAREDNESS Who really wants to spend an afternoon preparing for a disaster?  I’d much rather be enjoying the beach!  However, my family and friends went through Katrina and it taught me a lot.  At the least, have these on hand and make it portable enough to take with you should you need to evacuate quickly.
SELF-EMPLOYED?  PROTECT YOUR ASSETS FROM A SHORT TERM ILLNESS OR PREGNANCY LEAVE! Did you know that you can participate in the State of CA’s Short Term Disability Program and protect your lifestyle?