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Social Securitywww.socialsecurity.gov
Jeffrey C. RodriguezPublic Affairs Specialist
Social Security & Medicare:2015 CMS National Training Program
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www.socialsecurity.gov/myaccount
my Social Security is an easy-to-access, easy-to-use portal to view and update some
of your own Social Security information.
my Social Security
my
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Social Security Home Page
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1935 – Retirement Insurance
1939 – Survivors Insurance
1956 – Disability Insurance
1965 – Medicare Program
History of SSA Programs
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Other SSA Programs
1972 – Supplemental Security Income
2003 – Medicare Prescription Drug Coverage
2010 – Patient Protection and Affordable Care Act
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65Age to Applyfor Medicare
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65 & older-or-
24 months after entitlement toSocial Security disability benefits
-or-
Amyotrophic Lateral Sclerosis
-or-
Permanent kidney failure and receive maintenance dialysis or a kidney transplant
Who Can Get Medicare ?
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How to Apply for Medicare
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How to Apply for Medicare
NoteIf you already have Medicare Part A and wish to sign up for Medicare Part B only, please complete form CMS 40-B, Application for Enrollment in Medicare - Part B (Medical Insurance), and take or mail it to your local Social Security office
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1. Call Social Security to schedule an appointment 1-800-772-1213 (TTY 1-800-325-0778); or
2. Apply at your local Social Security office.
How To Apply for Benefits Based on a Spouse?
When Can I Sign Up for Medicare Part B?
Initial – at age 65
Special – if still working
General – January-March
Medicare Enrollment Periods:
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SEP TermsGroup Health Plan (GHP)
GHP plan based on current employment status (beneficiary/spouse)
GHP any size, for disabled plan is any size below 100 employees
Types of GHP: self-insured, governmental entities, employee organizational plans, employee pay-all-plans, and national health plans in foreign countries.
Does not include plans unavailable to employess (S/E)
Employer or employee doesn’t have to be in the United States.
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SEP TermsHealth Savings Account (HAS)
HSAs are NOT group health plans
Individual must be covered under a high deductible health plan (HDHP) and not entitled to Medicare Part A.
To be eligible for SEP for working aged or working disabled, individual must have coverage under a HDHP based on current employment
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SEP TermsCurrent Employment Status
An individual has “current employment status” if he or she is actively working as an employee, is the employer (including a self-employed individual), or is associated with the employer in a business relationship
Individual covered under a retirement GHP is rehired
Employment Status of Senior Judges
Clergy and members of religious orders
Individuals serving as volunteers
Directors of Corporations
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Income Related MonthlyAdjustment Amount (IRMAA)
MAGI Thresholds for 2011-2019
IRS filing status: Married, filing jointly $170,00
20IRS filing status: All other filing statuses $85,00
Determined by Tax Year PY-2
Qualifying Circumstances Death of spouse
Marriage
Divorce/Annulment
Work Reduction
Work Stoppage
Loss of income from income-producing property
Loss or reduction of certain pension income
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Medicare Billing
Four Methods Payment by a State under a buy-in agreement
Deduction from a monthly Railroad Retirement (RR) or Social Security benefit or Federal Civil Service Retirement (CSR) annuity
Direct remittances on an individual basis, or on behalf of the enrollee
Direct remittances on a group basis by an employee, union, lodge or other organization, or by an entity of a State or local government.
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Medicare Billing Cycles
Quarterly for Insured – not receiving benefits
Cycles start for records selected on 27th of preceding month
Example: bill mailed in July include premiums for August, September and October. The next bill will be mailed in October.
Quarterly for Uninsured
Cycles A, B, or C
Cycle A starts in January
Cycle B starts in February
Cycle A starts in March
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Social Securitywww.socialsecurity.gov
1-800-772-1213