MEDICARE REIMBURSEMENT ACCOUNT (MRA)
CLAIM FORM INSTRUCTIONS
HOW TO SUBMIT CLAIMS BY FAX OR MAIL
IMPORTANT
Don’t include this instruction page with your faxed or mailed claim form.
FILLING OUT YOUR CLAIM FORM
1. Account Holder Information
Please print or write legibly when completing the account holder rst and last name. Complete a separate form for your
spouse and/or covered dependents.
2. Claims for Out-of-Pocket Expenses
This section should be lled out according to how your Medicare Part B premiums are paid.
Check the rst box if your Medicare Part B premium is deducted from your Social Security or Annuity check.
Check the second box if your Medicare Part B premium is not deducted from your Social Security or Annuity check and is paid
by you on an after-tax basis.
Your service start date is either January 1 of the year for which you are requesting reimbursement, your eective date if after
the rst of the year, or the rst of the month(s) if you pay out-of-pocket on a monthly/quarterly basis.
Your service end date is either December 31 of the year for which you are requesting reimbursement or the last day of the
month(s) if you pay out-of-pocket on a monthly/quarterly basis.
Fill in the total annual or monthly/quarterly amount of your Medicare Part B payment.
3. Proof of Payment
Attach proof of Medicare Part B premium payment.
SELECTING YOUR PROOF OF PAYMENT DOCUMENTS
The Internal Revenue Service (IRS) requires you to provide documents to verify that you paid for a
Medicare Part B premium. At a minimum, the document(s) must show:
The date you paid your Medicare premium
The Medicare Part B account holder’s name
The name of your insurance carrier (Blue Cross and Blue Shield Service Benet Plan)
The type of expense (Medicare Part B premium)
Proof of premium payment (such as a cleared check, bank statement, or credit card
statement that shows the amount you paid for the Medicare Part B premium)
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