IRMAA Appeal
IRMAA Appeal
My Dad has a high amount to Pay for his part B and part D Medicare for next year.
His amounts were based on his income when my Mom was still alive. My dad is now single since my Mom died and his income is way less.
Would he be able to appeal based on that?
Thanks
Jim
His amounts were based on his income when my Mom was still alive. My dad is now single since my Mom died and his income is way less.
Would he be able to appeal based on that?
Thanks
Jim
Re: IRMAA Appeal
Fill out form SSA-44 and check the box “Death of Your Spouse.”
https://www.ssa.gov/forms/ssa-44-ext.pdf
https://www.ssa.gov/forms/ssa-44-ext.pdf
Re: IRMAA Appeal
Keep in mind the brackets for singles are lower. Take a look at the tables to see where his income will fall.
Re: IRMAA Appeal
Thanks HueyLD and clip651HueyLD wrote: ↑Thu Nov 25, 2021 1:42 am Fill out form SSA-44 and check the box “Death of Your Spouse.”
https://www.ssa.gov/forms/ssa-44-ext.pdf
I noticed in the form that it says check ONE life changing event on page 2. If you had more than one event you are supposed to call in. My Dad lost his wife and his job ended...he retired. So I don't know if he should still fill out the form or not?
His income is WAY less than it was when he was still working and his wife was still alive.
-
- Posts: 92
- Joined: Wed Oct 16, 2019 1:19 pm
Re: IRMAA Appeal
My experience with an appeal was dreadful. I retired and experienced a 60% reduction in income. I filed the form, and got no response. I subsequently called SS. I then refiled the form and again got no response. After about 3 months I visited the ss office. I still saw no action. More phone calls and visits to the distant SS office without success. With each phone call and visit, I was given the reassurance that all would go well. Well, it didn't. Finally I asked for the help of my congressman. I provided him with all the paperwork and records of who I had spoken with and when. 5 months later my account was reconciled. It took over a year! My experience antedated Covid. Good Luck helping your father..
Re: IRMAA Appeal
I think he needs to call them.jim779 wrote: ↑Thu Nov 25, 2021 10:18 am Thanks HueyLD and clip651
I noticed in the form that it says check ONE life changing event on page 2. If you had more than one event you are supposed to call in. My Dad lost his wife and his job ended...he retired. So I don't know if he should still fill out the form or not?
His income is WAY less than it was when he was still working and his wife was still alive.
His reduction in income because he is not working should get him the waiver. But they also need to know he is now single so they know which chart to use (single or MFJ) when he tells them his expected income now.
Link to Asking Portfolio Questions
- quantAndHold
- Posts: 10141
- Joined: Thu Sep 17, 2015 10:39 pm
- Location: West Coast
Re: IRMAA Appeal
Before COVID, when I retired and my income dropped, I took my termination letter to the SS office in person, they filled out the form for me, and it was handled within a couple of months. The next year, we got another letter saying we owed IRMAA, and I just filled out the same form myself and sent it in.
No idea how Social Security handles things now, but this should be possible to accomplish.
No idea how Social Security handles things now, but this should be possible to accomplish.
Re: IRMAA Appeal
Thanks for the great replies everyone!Retired 2017 wrote: ↑Thu Nov 25, 2021 11:06 am My experience with an appeal was dreadful. I retired and experienced a 60% reduction in income. I filed the form, and got no response. I subsequently called SS. I then refiled the form and again got no response. After about 3 months I visited the ss office. I still saw no action. More phone calls and visits to the distant SS office without success. With each phone call and visit, I was given the reassurance that all would go well. Well, it didn't. Finally I asked for the help of my congressman. I provided him with all the paperwork and records of who I had spoken with and when. 5 months later my account was reconciled. It took over a year! My experience antedated Covid. Good Luck helping your father..
Retired 2017 You are not the only one who has has a dreadful experience dealing with SS I can tell you that for sure!
Re: IRMAA Appeal
My experience with the appeal due to divorce was smooth as silk, so I guess ymmv.