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So a guy calls me regarding his mother's increasing Medicare supplement premium. She's a retired teacher and years ago took a Medicare supplement out with United Teacher Association. After asking him a few questions found out that a couple of years ago she got enrolled--has no idea how--in a Teachers Retirement System Medicare Advantage plan (this is in Texas). So I explain to him that she can't have--and doesn't want--a med supp and MA plan and should contact the med supp company about a refund of premiums back to the date of the switch.
UTA confirms they have paid no claims since the MA enrollment despite her having lots of health problems. At first they told the son that their policy was to refund only one year. He appealed that to a supervisor and is now being told no refund is due because they were at risk during that time, a ridiculous claim.
I had a similar situation to this happen a few years ago with New Era and they immediately refunded 3+ years in premiums (nearly $5,000) as soon as they got proof of the MA enrollment. UTA appears not to be so cooperative. Any suggest possible options for this son to get his mother some money back?
UTA confirms they have paid no claims since the MA enrollment despite her having lots of health problems. At first they told the son that their policy was to refund only one year. He appealed that to a supervisor and is now being told no refund is due because they were at risk during that time, a ridiculous claim.
I had a similar situation to this happen a few years ago with New Era and they immediately refunded 3+ years in premiums (nearly $5,000) as soon as they got proof of the MA enrollment. UTA appears not to be so cooperative. Any suggest possible options for this son to get his mother some money back?