Fillable Form SSA-44 (12-2018): Life-Changing Event Medicare Income-Related Monthly

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Form SSA-44 (12-2018): Life-Changing Event Medicare Income-Related Monthly

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Form SSA-44 (12-2018)
Discontinue Prior Editions
Social Security Administration
Medicare Income-Related Monthly Adjustment Amount -
Life-Changing Event
Page 1 of 8
OMB No. 0960-0784
If you had a major life-changing event and your income has gone down, you may use
this form to request a reduction in your income-related monthly adjustment amount.
See page 5 for detailed information and line-by-line instructions. If you prefer to
schedule an interview with your local Social Security office, call 1-800-772-1213
(TTY 1-800-325-0778).
Name Social Security Number
You may use this form if you received a notice that your monthly Medicare Part B (medical
insurance) or prescription drug coverage premiums include an income-related monthly
adjustment amount (IRMAA) and you experienced a life-changing event that may reduce your
IRMAA. To decide your IRMAA, we asked the Internal Revenue Service (IRS) about your
adjusted gross income plus certain tax-exempt income which we call "modified adjusted gross
income" or MAGI from the Federal income tax return you filed for tax year 2017. If that was not
available, we asked for your tax return information for 2016. We took this information and used
the table below to decide your income-related monthly adjustment amount.
The table below shows the income-related monthly adjustment amounts for Medicare
premiums based on your tax filing status and income. If your MAGI was lower than $85,000.01
(or lower than $170,000.01 if you filed your taxes with the filing status of married, filing jointly)
in your most recent filed tax return, you do not have to pay any income-related monthly
adjustment amount. If you do not have to pay an income-related monthly adjustment amount,
you should not fill out this form even if you experienced a life-changing event.
If you filed your taxes as: And your MAGI was:
Your Part B
monthly
adjustment is:
Your prescription
drug coverage
monthly
adjustment is:
-Single,
-Head of household,
-Qualifying widow(er) with dependent
child, or
-Married filing separately (and you did
not live with your spouse in tax year)*
$ 85,000.01 - $107,000.00
$107,000.01 - $133,500.00
$133,500.01 - $160,000.00
$160,000.01 - $500,000.00
More than $500,000.00
$ 54.10
$135.40
$216.70
$325.00
$ 12.40
$ 31.90
$ 51.40
$ 77.40
-Married, filing jointly
$170,000.01 - $214,000.00
$214,000.01 - $267,000.00
$267,000.01 - $320,000.00
$320,000.01 - $750,000.00
More than $750,000.00
$ 54.10
$135.40
$216.70
$325.00
$ 12.40
$ 31.90
$ 51.40
$ 77.40
-Married, filing separately (and you
lived with your spouse during part of
that tax year)*
$85,000.00 - $415,000.00
More than $415,000.00
$294.60
$325.00
$ 70.90
$ 77.40
* Let us know if your tax filing status for the tax year was Married, filing separately, but you lived apart
from your spouse at all times during that tax year.
$ 70.90$297.90
$ 70.90$297.90
STEP 1: Type of Life-Changing Event
Check ONE life-changing event and fill in the date that the event occurred (mm/dd/yyyy). If
you had more than one life-changing event, please call Social Security at 1-800-772-1213
(TTY 1-800-325-0778).
Marriage
Divorce/Annulment
Death of Your Spouse
Work Stoppage
Work Reduction
Loss of Income-Producing Property
Loss of Pension Income
Employer Settlement Payment
Date of life-changing event:
mm/dd/yyyy
STEP 2: Reduction in Income
Fill in the tax year in which your income was reduced by the life-changing event (see
instructions on page 6), the amount of your adjusted gross income (AGI, as used on line 37 of
IRS form 1040) and tax-exempt interest income (as used on line 8b of IRS form 1040), and
your tax filing status.
Tax Year
2 0 __ __
Adjusted Gross Income
$ __ __ __ __ __ __ . __ __
Tax-Exempt Interest
$ __ __ __ __ __ __ . __ __
Tax Filing Status for this Tax Year (choose ONE ):
Single
Married, Filing Jointly
Head of Household
Married, Filing Separately
Qualifying Widow(er)
with Dependent Child
STEP 3: Modified Adjusted Gross Income
Will your modified adjusted gross income be lower next year than the year in Step 2?
No - Skip to STEP 4
Yes - Complete the blocks below for next year
Tax Year
2 0 __ __
Estimated Adjusted Gross Income
$ __ __ __ __ __ __. __ __
Estimated Tax-Exempt Interest
$ __ __ __ __ __ __. __ __
Expected Tax Filing Status for this Tax Year (choose ONE ):
Single
Married, Filing Jointly
Head of Household
Married, Filing Separately
Qualifying Widow(er)
with Dependent Child
Form SSA-44 (12-2018) Page 2 of 8
STEP 4: Documentation
STEP 5: Signature
PLEASE READ THE FOLLOWING INFORMATION CAREFULLY BEFORE SIGNING THIS
FORM.
I understand that the Social Security Administration (SSA) will check my statements with
records from the Internal Revenue Service to make sure the determination is correct.
I declare under penalty of perjury that I have examined the information on this form and it
is true and correct to the best of my knowledge.
I understand that signing this form does not constitute a request for SSA to use more
recent tax year information unless it is accompanied by:
• Evidence that I have had the life-changing event indicated on this form;
• A copy of my Federal tax return; or
• Other evidence of the more recent tax year's modified adjusted gross income.
Provide evidence of your modified adjusted gross income (MAGI) and your life-changing event.
You can either:
1. Attach the required evidence and we will mail your original documents or certified copies
back to you;
OR
2. Show your original documents or certified copies of evidence of your life-changing event
and modified adjusted gross income to an SSA employee.
Note: You must sign in Step 5 and attach all required evidence. Make sure that you provide
your current address and a phone number so that we can contact you if we have any
questions about your request.
Signature
Phone Number
Mailing Address
Apartment Number
City State ZIP Code
Form SSA-44 (12-2018) Page 3 of 8
- This information collection meets the requirements of
44 U.S.C. § 3507, as amended by section 2 of the Paperwork Reduction Act of 1995. You do
not need to answer these questions unless we display a valid Office of Management and
Budget control number. We estimate that it will take about 45 minutes to read the instructions,
gather the facts, and answer the questions. SEND OR BRING THE COMPLETED FORM TO
YOUR LOCAL SOCIAL SECURITY OFFICE. The office is listed under U. S. Government
agencies in your telephone directory or you may call Social Security at 1-800-772-1213
(TTY 1-800-325-0778). You may send comments on our time estimate above to: SSA, 6401
Security Blvd, Baltimore, MD 21235-6401. Send only comments relating to our time
estimate to this address, not the completed form.
THE PRIVACY ACT
We are required by sections 1839(i) and 1860D-13 of the Social Security Act to ask you to give
us the information on this form. This information is needed to determine if you qualify for a
reduction in your monthly Medicare Part B and/or prescription drug coverage income-related
monthly adjustment amount (IRMAA). In order for us to determine if you qualify, we need to
evaluate information that you provide to us about your modified adjusted gross income.
Although the responses are voluntary, if you do not provide the requested information we will
not be able to consider a reduction in your IRMAA.
We rarely use the information you supply for any purpose other than for determining a potential
reduction in IRMAA. However, the law sometimes requires us to give out the facts on this form
without your consent. We may release this information to another Federal, State, or local
government agency to assist us in determining your eligibility for a reduction in your IRMAA, if
Federal law requires that we do so, or to do the research and audits needed to administer or
improve our efforts for the Medicare program.
We may also use the information you provide in computer matching programs. Matching
programs compare our records with records kept by other Federal, state or local government
agencies. We will also compare the information you give us to your tax return records
maintained by the IRS. The law allows us to do this even if you do not agree to it. Information
from these matching programs can be used to establish or verify a person’s eligibility for
Federally funded or administered benefit programs and for repayment of payments or
delinquent debts under these programs.
Explanations about these and other reasons why information you provide us may be used or
given out are available in Systems of Records Notice 60-0321 (Medicare Database File). The
Notice, additional information about this form, and any other information regarding our systems
and programs, are available on-line at www.socialsecurity.gov or at your local Social
Security office.
Paperwork Reduction Act Statement
Form SSA-44 (12-2018) Page 4 of 8
INSTRUCTIONS FOR COMPLETING FORM SSA-44
Medicare Income-Related Monthly Adjustment Amount
Life-Changing Event--Request for Use of More Recent Tax Year Information
You do not have to complete this form in order to ask that we use your information about your
modified adjusted gross income for a more recent tax year. If you prefer, you may call
1-800-772-1213 and speak to a representative from 7 a.m. until 7 p.m. on business days to
request an appointment at one of our field offices. If you are hearing-impaired, you may call
our TTY number, 1-800-325-0778.
Identifying Information
Print your full name and your own Social Security Number as they appear on your Social
Security card. Your Social Security Number may be different from the number on your
Medicare card.
STEP 1
You should choose only one life-changing event on the list. If you experienced more than one
life-changing event, please call your local Social Security office at 1-800-772-1213 (TTY
1-800-325-0778). Fill in the date that the life-changing event occurred. The life-changing event
date must be in the same year or an earlier year than the tax year you ask us to use to decide
your income-related premium adjustment. For example, if we used your 2015 tax information to
determine your income-related monthly adjustment amount for 2017, you can request that we
use your 2016 tax information instead if you experienced a reduction in your income in 2016
due to a life-changing event that occurred in 2016 or an earlier year.
Life-Changing Event Use this category if...
Marriage You entered into a legal marriage.
Divorce/Annulment
Your legal marriage ended, and you will not file a joint return
with your spouse for the year.
Death of Your Spouse Your spouse died.
Work Stoppage or Reduction
You or your spouse stopped working or reduced the hours
that you work.
Loss of Income-Producing
Property
You or your spouse experienced a loss of income-producing
property that was not at your direction (e.g., not due to the
sale or transfer of the property). This includes loss of real
property in a Presidentially or Gubernatorially-declared
disaster area, destruction of livestock or crops due to natural
disaster or disease, or loss of property due to arson, or loss
of investment property due to fraud or theft.
Loss of Pension Income
You or your spouse experienced a scheduled cessation,
termination, or reorganization of an employer's pension plan.
Employer Settlement Payment
You or your spouse receive a settlement from an employer
or former employer because of the employer's bankruptcy or
reorganization.
Form SSA-44 (12-2018) Page 5 of 8
INSTRUCTIONS FOR COMPLETING FORM SSA-44
STEP 2
Supply information about the more recent year's modified adjusted gross income (MAGI).
Note that this year must reflect a reduction in your income due to the life-changing event you
listed in Step 1. A change in your tax filing status due to the life-changing event might also
reduce your income-related monthly adjustment amount. Your MAGI is your adjusted gross
income as used on line 37 of IRS form 1040 plus your tax-exempt interest income as used on
line 8b of IRS form 1040. We used your MAGI and your tax filing status to determine your
income-related monthly adjustment amount.
Tax Year
• Fill in both empty spaces in the box that says “20_ _". The year you choose must be
more recent than the year of the tax return information we used. The letter that we sent
you tells you what tax year we used.
•
Choose this year (the "premium year") - if your modified adjusted gross income is
lower this year than last year. For example, if you request that we adjust your
income-related premium for 2019, use your estimate of your 2018 MAGI if:
1. Your income was not reduced until 2019; or
2. Your income was reduced in 2018, but will be lower in 2019.
•
Choose last year (the year before the "premium year," which is the year for which
you want us to adjust your IRMAA) - if your MAGI is not lower this year than last
year. For example, if you request that we adjust your 2019 income-related monthly
adjustment amounts and your income was reduced in 2018 by a life-changing event
AND will be no lower in 2019, use your tax information for 2018.
•
Exception: If we used IRS information about your MAGI 3 years before the
premium year, you may ask us to use information from 2 years before the
premium year. For example, if we used your income tax return for 2016 to
decide your 2019 IRMAA, you can ask us to use your 2017 information.
• If you have any questions about what year you should use, you should call SSA.
Adjusted Gross Income
• Fill in your actual or estimated adjusted gross income for the year you wrote in the “tax
year” box. Adjusted gross income is the amount on line 37 of IRS form 1040. If you are
providing an estimate, your estimate should be what you expect to enter on your tax
return for that year.
Tax-exempt Interest Income
• Fill in your actual or estimated tax-exempt interest income for the tax year you wrote in
the “tax year” box. Tax-exempt interest income is the amount reported on line 8b of IRS
form 1040. If you are providing an estimate, your estimate should be what you expect to
enter on your tax return for that year.
Filing Status
• Check the box in front of your actual or expected tax filing status for the year you wrote in
the “tax year” box.
Form SSA-44 (12-2018) Page 6 of 8
INSTRUCTIONS FOR COMPLETING FORM SSA-44
STEP 3
Complete this step only if you expect that your MAGI for next year will be even lower and will
reduce your IRMAA below what you told us in Step 2 using the table on page 1. We will record
this information and use it next year to determine your Medicare income-related monthly
adjustment amounts. If you do not complete Step 3, we will use the information from Step 2
next year to determine your income-related monthly adjustment amounts, unless one of the
conditions described in “Important Facts” on page 8 occurs.
Tax Year
• Fill in both empty spaces in the box that says “20 _ _ ” with the year following the year you
wrote in Step 2. For example, if you wrote "2019" in Step 2, then write "2020" in Step 3.
Adjusted Gross Income
• Fill in your estimated adjusted gross income for the year you wrote in the “tax year” box.
Adjusted gross income is the amount you expect to enter on line 37 of IRS form 1040
when you file your tax return for that year.
Tax-exempt Interest Income
• Fill in your estimated tax-exempt interest income for the tax year you wrote in the “tax
year” box. Tax-exempt interest income is the amount you expect to report on line 8b of
IRS form 1040.
Filing Status
• Check the box in front of your expected tax filing status for the year you wrote in the “tax
year” box.
STEP 4
Provide your required evidence of your MAGI and your life-changing event.
Modified Adjusted Gross Income Evidence
If you have filed your Federal income tax return for the year you wrote in Step 2, then
you must provide us with your signed copy of your tax return or a transcript from IRS. If
you provided an estimate in Step 2, you must show us a signed copy of your tax
return when you file your Federal income tax return for that year.
Life-Changing Event Evidence
We must see original documents or certified copies of evidence that the life-changing
event occurred. Required evidence is described on the next page. In some cases, we
may be able to accept another type of evidence if you do not have a preferred document
listed on the next page. Ask a Social Security representative to explain what documents
can be accepted.
Form SSA-44 (12-2018) Page 7 of 8
Life-Changing Event
Evidence
Marriage
An original marriage certificate; or a certified copy of a public record of
marriage.
Divorce/Annulment A certified copy of the decree of divorce or annulment.
Death of Your Spouse
A certified copy of a death certificate, certified copy of the public record of
death, or a certified copy of a coroner’s certificate.
Work Stoppage or
Reduction
An original signed statement from your employer; copies of pay stubs;
original or certified documents that show a transfer of your business.
Note: In the absence of such proof, we will accept your signed statement,
under penalty of perjury, on this form, that you partially or fully stopped
working or accepted a job with reduced compensation.
Loss of Income-
Producing Property
An original copy of an insurance company adjuster’s statement of loss or a
letter from a State or Federal government about the uncompensated loss. If
the loss was due to investment fraud (theft), we also require proof of
conviction for the theft, such as a court document citing theft or fraud
relating to you or your spouse's loss.
Loss of Pension
Income
A letter or statement from your pension fund administrator that explains the
reduction or termination of your benefits.
Employer Settlement
Payment
A letter from the employer stating the settlement terms of the bankruptcy
court and how it affects you or your spouse.
STEP 5
Read the information above the signature line, and sign the form. Fill in your phone number and
current mailing address. It is very important that we have this information so that we can contact you
if we have any questions about your request.
Important Facts
• When we use your estimated MAGI information to make a decision about your income-related
monthly adjustment amount, we will later check with the IRS to verify your report.
• If you provide an estimate of your MAGI rather than a copy of your Federal tax return, we will ask
you to provide a copy of your tax return when you file your taxes.
• If your estimate of your MAGI changes, or you amend your tax return for that reason, you will
need to contact us to update our records. If you do not contact us, we may have to make
corrections later including retroactive assessments or refunds.
• We will use your estimate provided in Step 2 to make a decision about the amount of your
income-related monthly adjustment amounts the following year until:
•
IRS sends us your tax return information for the year used in Step 2; or
•
You provide a signed copy of your filed Federal income tax return or amended Federal
income tax return with a different amount; or
•
You provide an updated estimate.
• If we used information from IRS about a tax year when your filing status was Married filing
separately, but you lived apart from your spouse at all times during that year, you should contact
us at 1-800-772-1213 (TTY 1-800-325-0778) to explain that you lived apart from your spouse. Do
not use this form to report this change.
Form SSA-44 (12-2018) Page 8 of 8
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Form SSA-44 (12-2018): Life-Changing Event Medicare Income-Related Monthly

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Completed 7 January 2022

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