Problem 80yr Old & Medicare Part B.

Sep 22, 2015

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  1. asher
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    asher Super Genius

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    Hello All!

    I have an 80 yr old male with a 79 yr old spouse.
    Retiring from job at end of Dec.
    Gave him Employer Verification & Application for B.
    Paperwork complete he comes to see me.
    I go over paperwork and find employer group coverage from 1/2006.
    We're missing 6 yrs of creditable coverage & employer info.
    He tells me he moved to FL in Dec. 2005 and was hired by current company.
    Prior employer defunct-gone. How can I get proof of prior employer and group health so he doesn't pay 60% penalty.
    Tried speaking to National SS line- worthless. Rep said the client is screwed.
    I can't believe that's true.
    Any help would be greatly appreciated.
     
    asher, Sep 22, 2015
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  2. WCMason
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    WCMason Guru

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    He is likely to get a penalty and will need the help of Maximus to appeal. They will take his employer information and research it. For this reason I tell T65 who are still working and postpone Part B to get a RFEI form completed if they change jobs before retiring. I had one client who had to get three RFEI forms at retirement which created some challenges from the previous employers.
     
    WCMason, Sep 23, 2015
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  3. asher
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    asher Super Genius

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    What is a RFEI form?
     
    asher, Sep 23, 2015
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  4. WCMason
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    Request for Employer Information. A SSA document completed by the employer for someone in need of Part B when leaving employer coverage after IEP.
     
    WCMason, Sep 23, 2015
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  5. asher
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    asher Super Genius

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    Got it!
    I have those forms L564 form number.

    Thanks!
     
    asher, Sep 24, 2015
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