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The NYSHIP form is an essential document for individuals who are subject to the 2011 Medicare Part B Income Related Adjustment Amount (IRMAA). This form allows enrollees and their dependents to apply for reimbursement of the additional premium costs associated with Medicare Part B. To complete the application, individuals must provide personal information, including names, Social Security numbers, and contact details. If the application is for a dependent, additional information about the dependent is also required. To support the reimbursement request, applicants must submit specific documentation, such as a letter from the Social Security Administration detailing the Medicare premium and income-related adjustment, along with Form SSA-1099 or proof of direct payments. It is crucial for applicants to ensure that all required documents are included to avoid delays. Furthermore, the form emphasizes the importance of a HIPAA Release Form if the Employee Benefits Division needs to communicate with a dependent regarding the application. Timely submission is encouraged, with a deadline set for May 31, 2012, to facilitate a smooth reimbursement process. Refunds will be issued to the enrollee's address and may take 90-120 days to process after documentation is received.

Similar forms

  • Medicare Part B Application for Reimbursement: Similar to the NYSHIP form, this document also requests information about the enrollee and their dependents. It requires details about Medicare premiums and income-related adjustments, ensuring that all necessary documentation is submitted for reimbursement.
  • Medicare Savings Program Application: This application helps individuals qualify for assistance with Medicare costs. Like the NYSHIP form, it asks for personal information, income details, and proof of eligibility to determine if the applicant qualifies for financial support.
  • Social Security Income (SSI) Application: This document is used to apply for financial assistance for individuals with limited income. It shares similarities with the NYSHIP form in terms of requiring personal identification and financial information to assess eligibility for benefits.
  • HIPAA Release Form: This form allows for the sharing of medical information between parties. It is related to the NYSHIP form because it requires the enrollee's consent to discuss their dependent's application, ensuring compliance with privacy regulations.

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2011 MEDICARE PART B

INCOME RELATED ADJUSTMENT AMOUNT (IRMAA)

REIMBURSEMENT APPLICATION

Please complete this form ONLY if you and/or your dependent is subject to the 2011 Medicare Part B

Income Related Adjustment Amount (IRMAA). Submit this completed form and required documentation to:

NYS Department of Civil Service

Employee Benefits Division

Attn: IRMAA Accounting

Alfred E. Smith State Office Building

Albany, NY 12239

 

 

 

 

 

 

ENROLLEE INFORMATION

 

 

 

 

 

 

 

 

 

 

 

 

Name: Last, First, MI

 

 

 

 

 

 

 

Social Security Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Last)

 

(First)

 

 

 

 

(MI)

 

 

 

 

 

 

 

 

 

 

 

 

Enrollee Mailing Address

 

 

 

 

 

 

 

Daytime Telephone Number

 

 

 

 

 

 

 

 

 

 

 

Address

 

 

 

 

 

Apt.#

 

 

(with area code)

 

 

 

 

 

 

 

 

City

 

State

 

 

Zip Code

 

 

check here if this is a change of address

DEPENDENT INFORMATION

If you are applying for reimbursement for your dependent, you must complete the dependent information below.

Name of Dependent (Last, First, MI)

(Last)

(First)

(MI)

Social Security Number

DOCUMENTS REQUIRED FOR REIMBURSEMENT OF IRMAA

Enrollee (include both of the following)

1.copy of Social Security Administration (SSA) letter stating your 2011 Medicare Part B premium plus your income-related monthly adjustment amount

2.copy of Form SSA-1099 <OR> proof of direct payment (must provide proof of all payments for 2011) (for Railroad Retirement participants: copy of Form RRB-1099, Copy C)

Dependent (include both of the following)

1.copy of Social Security Administration (SSA) letter stating your 2011 Medicare Part B premium plus your income-related monthly adjustment amount

2.copy of Form SSA-1099 <OR> proof of direct payment (must provide proof of all payments for 2011) (for Railroad Retirement participants: copy of Form RRB-1099, Copy C)

By completing and signing this application, I certify that I was or my dependent was required to pay the Medicare Part B

Income Related Adjustment Amount and is not receiving reimbursement from another source.

Enrollee Signature:

 

Date:

Print Name:

IRMAA reimbursement for both the enrollee and dependent will be issued to the enrollee ONLY. In order for the Employee Benefits Division to speak with the dependent regarding the application for the Income Related Medicare Adjustment Amount (IRMAA), we must have a HIPAA Release Form (EBD-543) completed and signed by the enrollee.

If you need a replacement copy of your 2011 IRMAA notice, which was mailed to you in late 2010, contact your local Social Security office. The location of your local office can be found in your local telephone book or at: www.socialsecurity.gov/onlineservices. This website can also be accessed to request a replacement copy of the form SSA-1099.

You are encouraged to submit your request for NYSHIP reimbursement no later than May 31, 2012. Refunds will be sent as a separate check to your address of record. The refund process will take a minimum of 90-120 days from receipt of documentation.

Medicare Part B Premium Reimbursement From Another Source

Complete the following if you and/or your covered dependent receives full or partial Medicare Part B premium reimbursement from another source, such as your spouse’s former employer:

Enrollee/Dependent Name

 

Reimbursement Source

 

Amount or % (per month)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Personal Privacy Protection Law Notification: The information you provide on this form is requested for the principal purpose of authorizing the use and/or disclosure of protected health information pursuant to 45 CFR 164.508. Failure to provide the information may interfere with our ability to use or disclose protected health information necessary to administer NYSHIP and NYPERL. The information will be maintained by the Director of the Employee Benefits Division, Department of Civil Service, Albany, NY 12239. The information will be used in accordance with Public Officers Law section 96(1), also known as the Personal Privacy Protection Law. For information on the Personal Privacy Protection Law, call (518) 457-9375. If you have any questions regarding this form or your insurance coverage, please call (518) 457-5754 or 1-800-833-4344 between the hours of 9:00 a.m. and 3:00 p.m. Monday through Friday.

IRMAA 2011 APPL

Common mistakes

Filling out the NYSHIP form can be straightforward, but many people make common mistakes that can delay their reimbursement. One frequent error is not providing complete personal information. Make sure to fill in all required fields, including your full name, Social Security number, and mailing address. Missing even a small detail can cause issues.

Another mistake is failing to check if the address has changed. If you’ve moved recently, it’s essential to indicate that on the form. Not doing so can lead to delays in receiving important documents or reimbursements.

Many applicants forget to include all necessary documentation. For reimbursement, both the enrollee and dependent must provide specific documents. This includes the Social Security letter and Form SSA-1099. Double-check that you have included everything required.

Some people also overlook the importance of signing the application. Without a signature, the form cannot be processed. Make sure to sign and date the application before submitting it.

Another common mistake is misreading the instructions regarding reimbursement from another source. If you receive reimbursement from another source, you must fill out that section correctly. Failing to do so can complicate your application.

Additionally, many applicants do not keep copies of their submitted forms and documents. It’s wise to make a copy of everything you send. This can be helpful if there are any questions or issues later on.

Some people submit their application close to the deadline without allowing enough time for processing. Remember that refunds can take 90-120 days. Submit your application as early as possible to avoid any last-minute stress.

Another mistake is not providing accurate contact information. Make sure your daytime telephone number is correct. If the Employee Benefits Division needs to reach you, they will want to contact you without any hassle.

Lastly, failing to understand the HIPAA Release Form can lead to complications if you want the Employee Benefits Division to discuss your application with your dependent. If you need assistance, ensure that you complete this form correctly.

By avoiding these common mistakes, you can help ensure a smoother process for your NYSHIP reimbursement application.

More About Nyship

  1. What is the NYSHIP form for IRMAA reimbursement?

    The NYSHIP form for IRMAA reimbursement is used to apply for a refund of the Income Related Adjustment Amount for Medicare Part B premiums. This form should be completed if you or your dependent are subject to this adjustment for the year 2011.

  2. Who needs to fill out this form?

    The form must be completed by the enrollee, and if you are applying for a dependent, their information must also be included. Ensure that both parties are subject to the 2011 Medicare Part B Income Related Adjustment Amount.

  3. What documents are required for reimbursement?

    To receive reimbursement, you need to submit:

    • A copy of the Social Security Administration letter showing your Medicare Part B premium and the income-related monthly adjustment amount.
    • A copy of Form SSA-1099 or proof of direct payment for all payments made in 2011. For Railroad Retirement participants, provide a copy of Form RRB-1099, Copy C.
  4. Where should I send the completed form?

    Send the completed form and required documents to:

    NYS Department of Civil Service
    Employee Benefits Division
    Attn: IRMAA Accounting
    Alfred E. Smith State Office Building
    Albany, NY 12239

  5. When is the deadline for submitting the application?

    It is crucial to submit your request for NYSHIP reimbursement by May 31, 2012. Late submissions may not be processed.

  6. How long will it take to receive the refund?

    The refund process will take a minimum of 90 to 120 days from the date your documentation is received. Refunds will be sent as a separate check to your address of record.

  7. What if I receive reimbursement from another source?

    If you or your dependent receives full or partial reimbursement from another source, such as a spouse’s former employer, you must provide this information on the form, including the reimbursement source and the amount or percentage received.

  8. Can I authorize someone else to discuss my application?

    Yes, if you want the Employee Benefits Division to discuss your application with your dependent, you must complete and sign a HIPAA Release Form (EBD-543).

  9. Who can I contact for questions regarding the form?

    If you have questions about the form or your insurance coverage, please call (518) 457-5754 or 1-800-833-4344. Representatives are available Monday through Friday from 9:00 a.m. to 3:00 p.m.

Misconceptions

Understanding the NYSHIP form can be challenging, and there are several misconceptions that may lead to confusion. Here are eight common misunderstandings about the NYSHIP form related to the 2011 Medicare Part B Income Related Adjustment Amount (IRMAA) reimbursement application:

  • Only seniors need to apply for IRMAA reimbursement. Many people believe that only seniors are affected by IRMAA, but anyone who is enrolled in Medicare Part B and meets the income criteria must apply, regardless of age.
  • Submitting the form guarantees reimbursement. While completing the form is necessary, reimbursement is not guaranteed. It depends on the eligibility criteria and the accuracy of the submitted documentation.
  • The form can be submitted anytime. There is a deadline for submitting the application. To ensure timely processing, it is recommended to submit the request no later than May 31, 2012.
  • Only the enrollee can receive the reimbursement. Although the reimbursement is issued to the enrollee, it can also include amounts for dependents. However, the enrollee must apply for both.
  • Proof of payment is not necessary. Many assume that just filling out the form is enough. In reality, the application requires specific documentation, including proof of payments made for 2011.
  • All documentation can be submitted online. Some individuals think they can submit the form and required documents electronically. However, physical copies must be mailed to the designated address.
  • IRMAA reimbursement can be combined with other reimbursements. It is a common belief that IRMAA reimbursements can be combined with other types of reimbursements. In fact, the IRMAA reimbursement must be processed separately.
  • There is no need for a HIPAA Release Form. Many applicants do not realize that if a dependent needs assistance with the application, a HIPAA Release Form must be completed and signed by the enrollee.

By clarifying these misconceptions, individuals can better navigate the NYSHIP form process and ensure they are taking the appropriate steps to secure their reimbursement for the Medicare Part B IRMAA.

Key takeaways

  • Eligibility: Only fill out the Nyship form if you or your dependent is subject to the 2011 Medicare Part B Income Related Adjustment Amount (IRMAA).
  • Submission: Send the completed form and required documents to the NYS Department of Civil Service Employee Benefits Division in Albany, NY.
  • Required Documents: Include a copy of the Social Security Administration letter and Form SSA-1099 or proof of direct payment for both the enrollee and dependent.
  • Signature: By signing the application, you certify that you or your dependent was required to pay the IRMAA and are not receiving reimbursement from another source.
  • Refund Process: Expect the refund to take a minimum of 90-120 days from the date the documentation is received.
  • Communication with Dependents: To discuss the application for IRMAA, a HIPAA Release Form must be completed and signed by the enrollee.
  • Deadline: Submit your request for reimbursement by May 31, 2012, to ensure timely processing.

Nyship: Usage Guide

To proceed with your application for reimbursement, it's important to fill out the NYSHIP form accurately. This will ensure that your request is processed smoothly and efficiently. Follow the steps below to complete the form.

  1. Begin by entering your enrollee information. Write your name, Social Security number, mailing address, and daytime telephone number. If your address has changed, check the box provided.
  2. If you are applying for a dependent, fill in the dependent information section. Include their name and Social Security number.
  3. Gather the required documents for reimbursement. Ensure you have the following for yourself:
    • A copy of the Social Security Administration (SSA) letter stating your 2011 Medicare Part B premium and income-related monthly adjustment amount.
    • A copy of Form SSA-1099 or proof of direct payment for all payments made in 2011. If you are a Railroad Retirement participant, include a copy of Form RRB-1099, Copy C.
  4. If you are applying for your dependent, also collect the same documents for them.
  5. Review the form to confirm that all information is correct and complete.
  6. Sign and date the application. By doing this, you certify that you or your dependent was required to pay the Medicare Part B Income Related Adjustment Amount and are not receiving reimbursement from another source.
  7. Submit the completed form along with the required documents to:
    • NYS Department of Civil Service
    • Employee Benefits Division
    • Attn: IRMAA Accounting
    • Alfred E. Smith State Office Building
    • Albany, NY 12239
  8. Keep a copy of the submitted form and documents for your records.

After submission, expect the refund process to take a minimum of 90-120 days. Be sure to reach out to the appropriate contacts if you have any questions or need assistance during this process.