I 
119TH CONGRESS 
1ST SESSION H. R. 4960 
To amend title XVIII of the Social Security Act to establish a system 
to notify individuals approaching Medicare eligibility. 
IN THE HOUSE OF REPRESENTATIVES 
AUGUST 12, 2025 
Mr. RUIZ (for himself, Mr. EVANS of Pennsylvania, Mr. BILIRAKIS, and Mr. 
SCHNEIDER) introduced the following bill; which was referred to the 
Committee on Ways and Means, and in addition to the Committee on En-
ergy and Commerce, for a period to be subsequently determined by the 
Speaker, in each case for consideration of such provisions as fall within 
the jurisdiction of the committee concerned 
A BILL 
To amend title XVIII of the Social Security Act to establish 
a system to notify individuals approaching Medicare eligi-
bility. 
Be it enacted by the Senate and House of Representa-
tives of the United States of America in Congress assembled, 
SECTION 1. SHORT TITLE. 
This Act may be cited as the ‘‘Beneficiary Enrollment 
Notification and Eligibility Simplification 2.0 Act’’ or the 
‘‘BENES 2.0 Act’’. 
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SEC. 2. BENEFICIARY ENROLLMENT NOTIFICATION AND 
ELIGIBILITY SIMPLIFICATION. 
(a) ELIGIBILITY AND ENROLLMENT NOTICES.— 
(1) AS PART OF SOCIAL SECURITY ACCOUNT 
STATEMENT FOR INDIVIDUALS ATTAINING AGES 60 
TO 65.— 
(A) IN GENERAL.—Section 1143(a) of the 
Social Security Act (42 U.S.C. 1320b–13(a)) is 
amended by adding at the end the following 
new paragraph: 
‘‘(4) MEDICARE ELIGIBILITY INFORMATION.— 
‘‘(A) IN GENERAL.—In the case of statements 
provided on or after the date that is 2 years after 
the date of the enactment of this paragraph to indi-
viduals who are attaining ages 60, 61, 62, 63, 64 
and 65, the statement shall also include a notice 
containing the information described in subpara-
graph (B). 
‘‘(B) CONTENTS OF NOTICE.—The notice re-
quired under subparagraph (A) shall include a clear, 
simple explanation of— 
‘‘(i) eligibility for benefits under the Medi-
care program under title XVIII, and in par-
ticular benefits under part B of such title; 
‘‘(ii) the reasons a late enrollment penalty 
for failure to timely enroll could be assessed 
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and how such late enrollment penalty is cal-
culated, in particular for benefits under such 
part B; 
‘‘(iii) the availability of relief from such 
late enrollment penalty and retroactive enroll-
ment under section 1837(h) (including as such 
section is applied under sections 1818(c) and 
1818A(c)(3)), with examples of circumstances 
under which such relief may be granted and ex-
amples of circumstances under which such relief 
would not be granted; 
‘‘(iv) coordination of benefits (including 
primary and secondary coverage scenarios) pur-
suant to section 1862(b), in particular for bene-
fits under such part B; 
‘‘(v) enrollment, eligibility, and coordina-
tion of benefits under title XVIII with respect 
to populations, for whom there are special con-
siderations, such as residents of Puerto Rico 
and veterans; and 
‘‘(vi) online resources and toll-free tele-
phone numbers of the Social Security Adminis-
tration and the Centers for Medicare & Med-
icaid Services (including 1–800–MEDICARE 
and the national toll-free number of the Social 
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Security Administration) that provide informa-
tion on eligibility for benefits under the Medi-
care program under title XVIII. 
‘‘(C) DEVELOPMENT OF NOTICE.— 
‘‘(i) IN GENERAL.—The Secretary, in co-
ordination with the Commissioner of Social Se-
curity, and taking into consideration informa-
tion collected pursuant to clause (ii), shall, not 
later than 12 months after the last day of the 
period for the request of information described 
in clause (ii), develop the notice to be provided 
pursuant to subparagraph (A). 
‘‘(ii) REQUEST
FOR
INFORMATION.—Not 
later than 6 months after the date of the enact-
ment of this paragraph, the Secretary shall re-
quest 
written 
information, 
including 
rec-
ommendations, from stakeholders (including the 
groups described in subparagraph (D)) on the 
information to be included in the notice. 
‘‘(iii) NOTICE
IMPROVEMENT.—Beginning 
4 years after the date of the enactment of this 
paragraph, and not less than once every 2 years 
thereafter, the Secretary, in coordination with 
the Commissioner of Social Security, shall— 
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