Ask Larry

Do I Need To Submit A Form SSA-44 Now?

I have just retired (09/30/2017) at age 69. I have completed the application for medicare parts B and D. Do I need to submit an SSA-44 form now?

Hi,

You would only need to submit an SSA-44 (https://www.ssa.gov/forms/ssa-44.pdf) if your income was high enough to require you to pay more than the standard Part B premium rate, but has been reduced due to a life-changing event. Medicare generally uses tax returns from 2 years ago to determine whether or not you must pay a higher Part B premium, but they can use a more recent tax year if a life-changing event has occurred. Normally, you would not file a form SSA-44 until after you receive a notice from Medicare informing you that they are requiring you to pay a higher premium rate.

Best, Jerry

Category: 
Posted: 
Nov 21 2017 - 8:10am
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