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Leilani Amundson, EBS in Dane County, recently helped a client get her Medicare Part B retroactively reinstated. The client turned 65 and signed up for Medicare. She had thought that her financial planner set up the automatic withdrawal for her premium payments, however they did not. She received a notice dated April 2022 that her Medicare would be ending, and she wouldn't be able to reenroll until the general enrollment period (GEP). However, she didn't see this notice until several months later due to illness. She immediately went to the local SSA office and paid the balance of over $4,000 (including IRMAA), but there was still an issue. Leilani called the SHIP hotline who noted that her payment did not reflect the additional 40 cents on the bill and confirmed her check didn't correctly spell out the cents even though it was written in the numeric box. This was the only issue anyone could pinpoint. Leilani was able to reach an SSA representative who agreed to an appeal for equitable relief, took her telephonic signature, and got a screenshot of her payment of .40 The SSA worker then submitted his approval and recommendation for expedited reinstatement for Medicare to restart as of June of 2022.
9/30/2022
Story #34
Tiffany also successfully assisted a 63-year-old client with a request for expedited reinstatement (EXR) of SSDI benefits. The client started receiving disability in 2012, however, his benefits ended in 2021 due to work activity. Unfortunately, the client's health worsened, and in the fall of 2021, he was no longer able to earn above SGA. Tiffany assisted the client with completing the forms required for the EXR and made sure he received provisional benefits while his claim was pending. In June, he was found eligible for benefits starting in January 2022. Since his daughter was a full-time high school senior from January - May, she was also found eligible for benefits under his record.
9/30/2022
Story #32