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Social Securitywww.socialsecurity.gov

Jeffrey C. RodriguezPublic Affairs Specialist

Social Security & Medicare:2015 CMS National Training Program

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www.socialsecurity.gov/myaccount

my Social Security is an easy-to-access, easy-to-use portal to view and update some

of your own Social Security information.

my Social Security

my

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Social Security Home Page

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1935 – Retirement Insurance

1939 – Survivors Insurance

1956 – Disability Insurance

1965 – Medicare Program

History of SSA Programs

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Other SSA Programs

1972 – Supplemental Security Income

2003 – Medicare Prescription Drug Coverage

2010 – Patient Protection and Affordable Care Act

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65Age to Applyfor Medicare

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65 & older-or-

24 months after entitlement toSocial Security disability benefits

-or-

Amyotrophic Lateral Sclerosis

-or-

Permanent kidney failure and receive maintenance dialysis or a kidney transplant

Who Can Get Medicare ?

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How to Apply for Medicare

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How to Apply for Medicare

NoteIf you already have Medicare Part A and wish to sign up for Medicare Part B only, please complete form CMS 40-B, Application for Enrollment in Medicare - Part B (Medical Insurance), and take or mail it to your local Social Security office

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1. Call Social Security to schedule an appointment 1-800-772-1213 (TTY 1-800-325-0778); or

2. Apply at your local Social Security office.

How To Apply for Benefits Based on a Spouse?

When Can I Sign Up for Medicare Part B?

Initial – at age 65

Special – if still working

General – January-March

Medicare Enrollment Periods:

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SEP TermsGroup Health Plan (GHP)

GHP plan based on current employment status (beneficiary/spouse)

GHP any size, for disabled plan is any size below 100 employees

Types of GHP: self-insured, governmental entities, employee organizational plans, employee pay-all-plans, and national health plans in foreign countries.

Does not include plans unavailable to employess (S/E)

Employer or employee doesn’t have to be in the United States.

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SEP TermsHealth Savings Account (HAS)

HSAs are NOT group health plans

Individual must be covered under a high deductible health plan (HDHP) and not entitled to Medicare Part A.

To be eligible for SEP for working aged or working disabled, individual must have coverage under a HDHP based on current employment

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SEP TermsCurrent Employment Status

An individual has “current employment status” if he or she is actively working as an employee, is the employer (including a self-employed individual), or is associated with the employer in a business relationship

Individual covered under a retirement GHP is rehired

Employment Status of Senior Judges

Clergy and members of religious orders

Individuals serving as volunteers

Directors of Corporations

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Income Related MonthlyAdjustment Amount (IRMAA)

MAGI Thresholds for 2011-2019

IRS filing status: Married, filing jointly $170,00

20IRS filing status: All other filing statuses $85,00

Determined by Tax Year PY-2

Qualifying Circumstances Death of spouse

Marriage

Divorce/Annulment

Work Reduction

Work Stoppage

Loss of income from income-producing property

Loss or reduction of certain pension income

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Medicare Billing

Four Methods Payment by a State under a buy-in agreement

Deduction from a monthly Railroad Retirement (RR) or Social Security benefit or Federal Civil Service Retirement (CSR) annuity

Direct remittances on an individual basis, or on behalf of the enrollee

Direct remittances on a group basis by an employee, union, lodge or other organization, or by an entity of a State or local government.

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Medicare Billing Cycles

Quarterly for Insured – not receiving benefits

Cycles start for records selected on 27th of preceding month

Example: bill mailed in July include premiums for August, September and October. The next bill will be mailed in October.

Quarterly for Uninsured

Cycles A, B, or C

Cycle A starts in January

Cycle B starts in February

Cycle A starts in March

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Social Securitywww.socialsecurity.gov

1-800-772-1213