In the past when I had people in their IEP who didn't want coverage to start till the next month (let's say T65 December ) has employer plan through end of year, we would tell them to apply in early December to avoid an extra month of B. This month I have started seeing people get their B backdated to 12/1 even when they applied in December. So we looked into it, and apparently now SSA bases it off of when you start the application, not when you submit it. That is what ssa told a client, they said since she started it in November, but submitted it 12/8, it would be retroactive to 12/1 even for Part B. Ok, that was news to me. So then I had another lady who started and submitted her application on 12/1. Hers was also backdated to 12/1. Any clue why this is? If she had started the application on 12/2 would this have also happened?
Retroactive Part B
- Thread starter Cdevin
- Start date
- 7,143
Caveat, not an agent.
I stumbled on this by accident just after I saw your thread.
Scan the first part of the thread quickly and then note post 9. Is that a possible explanation for your specific enrollees' situations?
If it's worth arguing about with social security, one might try to hunt up a social security POMS manual page showing the priorities of enrollment periods. If it shows IEP taking precedence over the others, one could then go back to social security using the appeal procedures if client is still in appeal timeframe from date of SS notification letter.
I stumbled on this by accident just after I saw your thread.
Scan the first part of the thread quickly and then note post 9. Is that a possible explanation for your specific enrollees' situations?
If it's worth arguing about with social security, one might try to hunt up a social security POMS manual page showing the priorities of enrollment periods. If it shows IEP taking precedence over the others, one could then go back to social security using the appeal procedures if client is still in appeal timeframe from date of SS notification letter.
- 7,143
There is a document you can use to start a search.
but again, there is the question of whether it is worth the time and effort to do appeal and phone calls to attempt to get an established Part B start date changed.
If you are doing it, you are going to spend more than the value of the client's extra premium in terms of time for you and your staff.
- 1,802
FWIW, Social Security reps have told me to have the client use the remarks section of the application for Part B to specify what date they request Part B to start. Haven't had any back dating so far.
This is true. Had a client that was pissed at me a couple years ago for this. Although it was totally her fault. I told her to apply the month before she wanted it to start and sent her an email on the 1st of that month. Well she was one of those eager beavers and went in there and "started" the application like 2 months before but didn't submit. When she submitted it they back dated it to the month after she started the application.
Even though it wasn't my fault and she is not a client bc of this I did learn this rule and now warn everyone not to do this. In the end I dodged a bullet on her anyway I do believe
They always need to notate in the remarks section when to start part B. Doesn't need to be the month before unless they are in IEP.
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