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titleLogging in

  1. Go to https://portal.cms.gov/portal/ Right-click this link and open MARx in a new tab

  2. Enter username and password. Select “I agree,” and click “Login”

  3. On the Multi-Factor authentication page, select “Send MFA code,” copy-paste the code from your Assurance inbox, and select “Verify.”

  4. Select the “Marx UI” button followed by “Application”

  5. Select “OK”

  6. Select “Logon with Selected Role”

  7. Select “Beneficiaries” followed by “Eligibility”

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  8. You should see this screen which means you are ready to use Marx!

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titleHow to pull up the caller's information

  1. The first option is the easiest and should be the primary method. Simply enter the shopper’s MBI (Medicare Beneficiary ID) number found on their Medicare card and select “Find.”

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    Click Here for a guide on the MBI number if needed.

  2. If the customer provides their MBI number but the system does not accept it, this may indicate the customer is providing their number but is possibly off by a single character. To verify, try the “Partial MBI” feature. Enter their first/last name, DOB, and 3 characters from their MBI. For example, try the first 3 characters. If that doesn’t work, try the last 3.


  3. If the participant does not have their MBI number or the first two options fail then the last method is to enter their first/last name, DOB, and SSN or HICN (their old, expired Medicare number typically ending in A or B ).

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titleUseful Info Provided by Marx

  1. Basic info including the fields below.

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  2. Current plan and past plans including start and end dates.
    The screenshots below show:
    Current plan (1)
    Past Plans (2)
    Start Dates (3)
    End Dates (4)



    Tip: To verify the name of a plan, copy-paste the “Contract” and “PBP” numbers into a google search including the state. In the example above, if I want to see the name of the plan the customer I enter “h1019 102 florida” into a google search which reveals the customers plan is apparetly apparently the “2020 CareOne (HMO) - H1019-102-0 FL”

  3. Part A/B effective dates. Pay attention to whether the dates are the same or different as this provides clues regarding their situation. For example, if the part B date is later than part A, this indicates can indicate the participant opted out of part B when initially eligible, possibly due to staying on an employer sponsored group plan.

  4. Recent enrollment periods (including LIS, MDE, and OEP) that have been used which will verify when we should refrain from using them againwill be displayed under “Election Type Code Usage.” If MA-OEP or the Quarterly SEPs have been used, it will show you the code and the date it was used. This will indicate whether or not you can use these enrollment periods. If it appears as pictured below, then the beneficiary has not used OEP nor the quarterly SEPs.


  5. Extra help/LIS start/end dates and subsidy level. Usually it will include both the start and end date but sometimes the end date will not yet be entered for the time frame in which the LIS is currently active. The screenshot in the example below was captured on 5/26/21 and it already shows the end date of 12/31/21. Remember the Premium Subsidy Level indicates the Prescription Drug Premium Subsidy, NOT Part B Premium Subsidy.


    Right-Click Here and open in a new tab to view the ­2022 LIS Table.