Autoplay
Autocomplete
Previous Lesson
Complete and Continue
How to complete Form SSA-44
IRMAA Background Information
What is IRMAA? (3:11)
Why did I receive an IRMAA letter? (4:52)
IRMAA Tiers (4:17)
What are my options to reduce or eliminate IRMAA? (5:33)
SSA-44 Overview (2:35)
Completing Form SSA-44
Step 1: Life-Changing Event (5:36)
Step 2: MAGI for the Year of the Life-Changing Event (4:33)
Step 3: Projected MAGI (3:13)
Step 4: Required Documentation (3:53)
Step 5: Signature & Submission Checklist (3:40)
Frequently asked questions
If the SSA approves my new determination, will they reimburse any IRMAA that I already paid?
Why is my IRMAA based on prior year tax returns?
My SSA-44 was approved, but I still have IRMAA. Why?
How can I avoid IRMAA in the future?
Teach online with
What are my options to reduce or eliminate IRMAA?
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock
