Medicare Part B IRMAA Reimbursement Form
This file is a form for New York City retirees to request reimbursement for the Income-Related Monthly Adjustment Amount for Medicare Part B premiums. It provides instructions on eligibility, required information, and necessary documentation for submission. Users can fill out this form to get financial relief if they have been overcharged in their Medicare premiums.
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How do I fill this out?
To fill out the IRMAA reimbursement form, gather all the necessary personal information and eligibility details. Be sure to review the years you qualify for reimbursement based on your Medicare payments. Follow the step-by-step instructions included in the form to ensure a complete application.

How to fill out the Medicare Part B IRMAA Reimbursement Form?
1
Gather all personal information and social security numbers.
2
Identify the years for which you paid more than the standard premium.
3
Collect all required documentation such as SSA-1099 statements.
4
Complete the form legibly, ensuring all sections are filled out.
5
Sign and date the form before submission.
Who needs the Medicare Part B IRMAA Reimbursement Form?
1
Retirees who have paid more than the standard Medicare Part B premium.
2
Eligible spouses or dependents of retirees who incur extra premiums.
3
Individuals who are required to submit proof of higher Medicare payments.
4
Anyone seeking reimbursement for penalties associated with late enrollment.
5
City employees who wish to recover additional costs incurred due to IRMAA.
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What are the instructions for submitting this form?
Submit the completed form and required documentation electronically at https://nycemployeebenefits.leapfile.net, or mail it to the NYC Health Benefits Program, ATTN: IRMAA, 22 Cortlandt Street, 12th Floor, New York, NY 10007. Alternatively, you may fax the form to (212) 306-7373. Ensure that your documents are included, and double-check that all names and Social Security numbers are present on any dependent documents. For the best chance of approval, ensure all required information is filled out.
What are the important dates for this form in 2024 and 2025?
For the year 2020, applications must be received by April 30, 2024. The 2023 application will be available in May 2024, with payments issued in October 2024.

What is the purpose of this form?
The primary purpose of this form is to allow eligible New York City retirees to reclaim the extra costs incurred from the Income-Related Monthly Adjustment Amount for Medicare Part B premiums. This form streamlines the reimbursement process by gathering necessary information and documentation required by the NYC Office of Labor Relations. By submitting this form, retirees can ensure they receive the financial relief they are entitled to for their Medicare costs.

Tell me about this form and its components and fields line-by-line.

- 1. Retiree Information: Fields for the retiree's personal details, including name, Social Security number, and contact information.
- 2. Eligible Spouse/Dependent Information: Fields to provide information on any eligible dependents for whom reimbursement is being requested.
- 3. Reimbursement Year(s): Check boxes to indicate the specific years for which reimbursement is being applied.
- 4. Required Documentation: A checklist of necessary documentation that must be submitted along with the form.
- 5. Retiree Signature: Space for the retiree's signature and date, certifying the accuracy of the information provided.
What happens if I fail to submit this form?
If the IRMAA reimbursement form is not submitted, retirees may miss out on claiming back significant costs paid in excess of standard Medicare premiums. Failure to submit the required documentation may result in delayed processing or denial of the claim. It is crucial to ensure all fields are completed and documentation is attached before submission.
- Delayed Processing: Applications without complete documentation may take longer to process.
- Denial of Claim: Incomplete forms may lead to a denial of the reimbursement request.
- Financial Impact: Retirees may continue to bear the burden of excess premium payments without reimbursement.
How do I know when to use this form?

- 1. Higher Than Standard Premiums: Use this form if you’ve paid more than the set Medicare Part B premiums in any specified year.
- 2. Eligibility for Reimbursement: Required for those who owe additional amounts due to IRMAA adjustments.
- 3. Gathering Documentation: Necessary for collecting and submitting relevant proof of overpayments.
Frequently Asked Questions
How do I access the IRMAA reimbursement form?
You can easily access the form by downloading it from the NYC Office of Labor Relations Health Benefits Program website.
What do I need to fill out this form?
You will need your personal details, Social Security number, proof of Medicare payments, and any relevant documentation.
Can I edit the form on PrintFriendly?
Yes, you can upload and edit the form directly on PrintFriendly to ensure all information is accurate.
How do I sign the PDF once it's filled out?
Use the signature tool in PrintFriendly to add your signature once you’ve completed the form.
What documents do I need for submission?
You need proof of payment for all months of Medicare Part B premiums, your SSA-1099 statement, and any other required documentation.
When is the deadline for reimbursement requests?
For 2020 applications, they must be received by April 30, 2024.
Can I submit the form electronically?
Yes, you can submit the form electronically through the provided link on the form.
Where can I find help if I'm unsure about filling this out?
You can reach out to your local Social Security office or your agency's benefits office for assistance.
Will my reimbursement be direct deposit?
Yes, if you receive your pension via direct deposit, your IRMAA reimbursement will also be issued in the same manner.
Is there help if I lose my SSA-1099 form?
You can obtain a replacement copy of your SSA-1099 from your local Social Security office.
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