If you are enrolled in NYSHIP and receive Medicare, some retirees over a certain income level pay extra for their Medicare Part B. However, NYS Dept. of Civil Service will reimburse this additional charge. Click on the link at the bottom of this post for the form needed to apply for a refund. This does not come from the MTA, so don’t contact them.
Was your 2018 Federal Modified Adjusted Gross Income (MAGI): More than $87,000 for an individual federal tax return? or More than $174,000 for a married filing joint federal tax return? If NO, you did not pay IRMAA for Medicare Part B, and you have already been reimbursed for the standard Medicare Part B premium. No further action is required. If YES, and you paid IRMAA for Medicare Part B, please complete the application and attach copies of the required proofs.
Q. What is IRMAA?
A: The Income Related Monthly Adjustment Amount (IRMAA) is an additional amount that you pay for your monthly Medicare premiums if you have higher annual earnings.
Q. How do I know if I was required to pay IRMAA for Medicare Part B in 2020?
A: If your income in 2018 was less than or equal to $87,000 as an individual, or less than or equal to $174,000 as a married couple, you did not pay IRMAA and the enclosed information does not apply to you. If you were required to pay IRMAA in 2020, the Social Security Administration (SSA) should have sent a letter to you in November 2019. If you were new to Medicare in 2020, the SSA letter would have been mailed to you prior to your first month of Medicare enrollment. You may contact your local SSA office to verify if you paid IRMAA. The location of your local office can be found in your telephone directory or on the SSA website at www.ssa.gov/onlineservices.
Q. Can I be reimbursed for Medicare Part D (drug coverage) IRMAA payments? A: No, the Department of Civil Service has no legal authority to reimburse the Medicare Part D portion of the IRMAA assessment.
Q: What documentation is required to request reimbursement for IRMAA premiums paid in 2020 or prior years? A: In addition to a completed, signed application (enclosed), send a copy of your SSA notice outlining the Medicare Part B premium including IRMAA and proof of Medicare Part B payments for all months of the year you are requesting reimbursement (required for each person and each year you are applying for Medicare Part B IRMAA reimbursement). Refer to the chart below to identify acceptable proof of payment of your Medicare Part B premium. Q: Is there a deadline to apply for IRMAA reimbursement? A: Yes. Applications for reimbursement must be received within three years of the tax filing deadline for that year. You may apply for each year you paid IRMAA for the following calendar year(s): 2020, 2019, 2018 and 2017. However, 2017 IRMAA applications must be received by April 15, 2021 or they will not be considered for reimbursement. The Employee Benefits Division (EBD) will notify you if your application is incomplete.
Q. Where can I find an update on processing of IRMAA reimbursement requests?
A: To find the current processing date of IRMAA applications, please contact the EBD Call Center at 518-457-5754 or 1-800-833-4344 and press 4, then 2. A recorded message will be regularly updated advising you of the processing status of IRMAA applications. Applications are processed in the order they are received by EBD.