09/01/2026
Your Power of Attorney Won't Work With Medicare (Do This Instead)
Most people assume their Power of Attorney lets them handle Medicare or Social Security for a parent or spouse. It doesn't. I learned this the hard way with my own mom โ I had POA, and Medicare and Social Security still wouldn't talk to me.
In this video, I cover the forms every Medicare beneficiary (and their family) should have on file before you need them:
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SSA-1696 โ Appointment of Representative (Social Security)
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CMS-1696 โ Appointment of Representative (Medicare)
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A Release/Authorization to Disclose Personal Health Info form โ usually available through your Medicare Supplement, Part D, or Medicare Advantage plan
๐ FORMS:
SSA-1696 online: https://secure.ssa.gov/ssa1696/front-end/
SSA-1696 PDF:https://www.ssa.gov/forms/ssa-1696.pdf
CMS-1696 page: https://www.cms.gov/medicare/cms-forms/cms-forms/cms-forms-items/cms012207
CMS-1696 PDF:https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms1696.pdf
And if you don't have your estate documents โ a will, living will, and power of attorney โ get those done too. They're not expensive, and they matter.
๐ Need help with your Medicare Supplement, Medicare Advantage, Part D plan, or retirement insurance? Licensed in 17 states โ reach out for the right fit for YOUR needs and budget:
๐ 434-278-7234 | ๐ง [email protected] | ๐ TheMedicareAnalyst.com
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Schedule a call: https://themedicareanalyst.com/calendar/
*Calling/contacting me will direct you to a licensed agent, licensed in AZ, CA, FL, GA, IL, MD, MI, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA.
Educational purposes only, not investment or legal advice. Not affiliated with Medicare or the U.S. government. Full disclaimer: https://themedicareanalyst.com/youtube-marketing-disclaimer/