- How It Works
- ServicesServicesOverviewChoose the right level of support for your plan and needsExpert ReviewA comprehensive review of inputs and reports to get you on the right pathFiling AssistanceLet our experts deal with Social Security for youClawback AssistanceFor those who need help fighting a Social Security benefit clawback
- Why Choose Us
- ResourcesResourcesBooksFrom the world-renowned economist behind Maximize My Social SecurityWebinars & PodcastsExpert tips and guides to help you get the maximum from Maximize My Social SecurtyArticlesIn-depth commentary on Social Security from our founderAsk LarryThousands of questions answered by our Social Security expertsBlogSocial Security insights to help you maximize your lifetime benefitsFAQYour most pressing questions answered
- Pricing
Ask Larry
Experts at Maximize My Social Security have answered more than 10,000 questions about Social Security over many years. Search for your questions and answers here.
November 21, 2017
Category:
Do I Need To Submit A Form SSA-44 Now?
I have just retired (09/30/2017) at age 69. I have completed the application for medicare parts B and D. Do I need to submit an SSA-44 form now?
Hi,
You would only need to submit an SSA-44 (https://www.ssa.gov/forms/ssa-44.pdf) if your income was high enough to require you to pay more than the standard Part B premium rate, but has been reduced due to a life-changing event. Medicare generally uses tax returns from 2 years ago to determine whether or not you must pay a higher Part B premium, but they can use a more recent tax year if a life-changing event has occurred. Normally, you would not file a form SSA-44 until after you receive a notice from Medicare informing you that they are requiring you to pay a higher premium rate.
Best, Jerry