Social Security can give you an application for extra help, so you can help a Medicare beneficiary apply. The worksheet can assist you with the application, but the worksheet is not
an application. (Click here to open the Income and Resources Worksheet in a new window
Ask whoever you are helping to:
- Identify the things they own alone, with their spouse or with someone else. They should not include their home, vehicles, burial plots, life insurance or personal possessions.
- Review all their income.
- Gather their records in advance to save time.
Documents that will help you prepare in advance for anyone you are helping:
- Statements that show their account balances at banks, credit unions or other financial institutions;
- Investment statements;
- Stock certificates;
- Tax returns;
- Pension award letters; and
- Payroll slips.
State agencies also may be able to help with Medicare costs
State medical assistance (Medicaid) offices offer a Medicare Savings Program. The Medicare Savings Program also helps people with limited income and resources pay for their Medicare expenses. If the person you are helping is paying a premium for Medicare Part A, the Medicare Savings Program may pay it for them. The help they get from the Medicare Savings Program can save them more than $1,100 a year. This assistance is in addition to the extra help.
If you think they might be able to get help with Medicare costs from their state, or if you are not sure, call their state medical assistance (Medicaid) office or 1-800-MEDICARE (1-800-633-4227; TTY 1-877-486-2048).
What you should do next
You can help someone apply for extra help online at www.socialsecurity.gov
. To help them apply by phone or get an application, call Social Security at 1-800-772-1213
) and ask for the Application for Help with Medicare Prescription Drug Plan Costs
To learn more about the Medicare prescription drug plans visit PDP-Finder.com
. To learn more about special enrollment periods, visit
What are the Medicare Part D Special Enrollment Periods (SEP)
(Source: Social Security Administration: Understanding The Extra Help With Your Medicare Prescription Drug Plan publication 10508, January 2011. Additional examples and links from Q1Group LLC)