Social Security Statement Confusions...

I just logged in to see if anyone else was hearing this. 3 calls and 2 emails already this morning with SSA letters showing last year's deductions. Clearly there is an issue at SSA
(caveat, not an agent)

I don't think this is anything new.

3-4 years ago I made a post somewhere asking how soon I needed to get a plan selection in the system for no problems.

@DS4 responded with a date, I don't remember what and have not been able to refind the post. When I asked what would happen if I didn't get it done by then he told me SS would continue to deduct the old premium and would then get the issue fixed in January or February. I don't remember the precise fix details but things worked out exactly as he said they would.

I was then quite surprised this year. I went with BCBSKS pdp very late on the last day of enrollment. I expected the same thing to happen again this year. However in a couple of weeks I saw the new plan reported on mymedicare. My SS letter had correct numbers in it.

@StevenjKSU reported earlier this year that BCBSKS was dropping ACA coverage in KS, so I just figured they had plenty of time to process PDP enrollments.

It would be interesting to hear if the incorrect reporting issues this year are coming primarily from MAPD plans and/or from carriers agents find to be notoriously slow in processing their paperwork.

As other agents have remarked in the thread, I would expect everything to get fixed at social security in the next month or two, just as it has been in prior years.
 
(caveat, not an agent)

I don't think this is anything new.

3-4 years ago I made a post somewhere asking how soon I needed to get a plan selection in the system for no problems.

@DS4 responded with a date, I don't remember what and have not been able to refind the post. When I asked what would happen if I didn't get it done by then he told me SS would continue to deduct the old premium and would then get the issue fixed in January or February. I don't remember the precise fix details but things worked out exactly as he said they would.

I was then quite surprised this year. I went with BCBSKS pdp very late on the last day of enrollment. I expected the same thing to happen again this year. However in a couple of weeks I saw the new plan reported on mymedicare. My SS letter had correct numbers in it.

@StevenjKSU reported earlier this year that BCBSKS was dropping ACA coverage in KS, so I just figured they had plenty of time to process PDP enrollments.

It would be interesting to hear if the incorrect reporting issues this year are coming primarily from MAPD plans and/or from carriers agents find to be notoriously slow in processing their paperwork.

As other agents have remarked in the thread, I would expect everything to get fixed at social security in the next month or two, just as it has been in prior years.
Remind me what I said on jan 6th 2018? It's been keeping me up at night
 
What I was told when I called SS was that it can take until Feb for changes to show up in SS if the changes were made in Dec or late Now. This was in the context of a client wanting more than B taken out of SS in 2025 (in 2024 all he had taken out was B) and so was told he had to make a payment himself until it was reflected in his SS check..
As i indicated in a previous post, this is basically what a very experienced long term medicare agent told me several years ago when I was concerned about the issue for myself. The corrections happened in Feb or Mar almost to the letter of how he said they would.
 
I don't think its a 1099? Its the letter with their January deposit amounts (and debit amounts, too)

Correct. I've been doing this for years and never had calls on this, especially not to the magnitude of calls.

It's telling them how much will be deducted our of SSA for 2025, showing the wrong amounts (prior year's plan). SSA is telling clients it can take up to 3 months for this to reflect and pay accurately.

At this point I have received 30 phone calls on this and each one of them were submitted prior to 11/15.

As i indicated in a previous post, this is basically what a very experienced long term medicare agent told me several years ago when I was concerned about the issue for myself. The corrections happened in Feb or Mar almost to the letter of how he said they would.

As indicated in the post. This individual changed their plan in early November. They received a letter in early January still showing the wrong data.

Something seems off.
 
The section of the statement you're referring to is simply for common deductions from their SS check.

Part B and C - Simply the total of their premiums deducted for both. Some people pay for C and some don't. And some have their part B premium deducted and some don't.

Part D - For those that have their premium deducted. Some pay by check.

The other two sections are for withholding taxes.

This individual has a Part C. They are seeing the deductions for Part C and Part D on their SSA Statement separately.

While MAPD plan's premium normally are broken into medical and part d, it's very confusing from a consumer standpoint when they have a Part C plan. They'd expect to see the premium on the Part C line ONLY. Not broken into medical and Part D plan categories. So while it's technically true statement, it's very confusing to them.
 
As indicated in the post. This individual changed their plan in early November. They received a letter in early January still showing the wrong data.

Something seems off.
(Caveat, not an agent.)

You can have it your way if you wish.

However, as I have said, based on comments to me from a very experienced medicare agent and my personal experience, this is a normal thing for SSA.

Their first early January Social Security Check payment amount notification may not reflect the correct drug plan deduction amount. When everybody's paperwork processing catches up, they will send a revised Social Security Check payment form and adjust the amounts accordingly.

It's happened before many times, it will happen again many times. Everybody is just very touchy this year because of all the other part c and d stuff going on.
 

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