Medicare Part B Premium Reimbursement
This article applies to you if you have a Via Benefits reimbursement account (sometimes known as a Health Reimbursement Arrangement).*
Note: Don't submit a Part B Premium reimbursement request if you're currently using Automatic Premium Reimbursement.
You can be reimbursed for your standard Medicare Part B premium amount if it’s allowed by your former employer or benefits provider.
You may be able to use Automatic Premium Reimbursement to receive your reimbursements. If so, you don’t need to submit documentation, and you automatically receive your monthly reimbursement payments. You must be enrolled in a Medicare Advantage or a Medicare Supplement Insurance (Medigap) plan through Via Benefits Insurance Services to qualify for Part B Automatic Premium Reimbursement. If you’re paying an Income Related Monthly Adjustment Amount (IRMAA) surcharge or a late enrollment penalty, you need to submit a request to be reimbursed for the surcharge or penalty amount. Automatic Premium Reimbursement only reimburses you for the standard Part B premium.
Go to the Funds and Reimbursements page on the website to find out if Automatic Premium Reimbursement is available for your Medicare Part B premiums. There are other ways to submit a reimbursement request if Automatic Premium Reimbursement isn't available to you.
More Ways to Submit Reimbursement Requests
You may also submit a reimbursement request on the website, on the Via Benefits Accounts mobile app, or on a Reimbursement Request Form. A Recurring Premium Reimbursement request needs to be submitted once each calendar year to be reimbursed monthly, or you can submit for a one-time reimbursement of quarterly Medicare Part B payments. Read Recurring Premium Reimbursement to learn more.
Your Social Security Benefit Award Letter (or Proof of Income Letter) includes all of the required information as supporting documents. Request a copy of this letter by contacting the Social Security Administration (SSA) at 1-800-772-1213 (TTY: 1-800-325-0778) or going to ssa.gov. Search for "benefit verification letter." If you manage your Social Security online, you can provide the information from the website, instead of waiting for the letter.
If you aren't collecting Social Security, submit the Medicare Premium Bill for Part B for the calendar year. A printout from the SSA may also have the required information, including your name.
For the previous year’s Part B premium, the IRS Form 1099 can be used as documentation for the year shown on the form. For example, Form 1099 dated 2021 can only be used to get reimbursed for 2021 Part B premiums.
New supporting documents are needed each year.
*Via Benefits reimbursement accounts are administered by Extend Health, LLC.
