Medicare Reimbursement Account Claim Form and Instructions 2026

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  1. Click ‘Get Form’ to open the Medicare Reimbursement Account Claim Form in the editor.
  2. Begin by filling out the Account Holder Information. Clearly print your first and last name, and complete a separate form for your spouse or dependents.
  3. In the Claims for Out-of-Pocket Expenses section, indicate how your Medicare Part B premiums are paid. Check the appropriate box based on whether they are deducted from Social Security or paid after-tax.
  4. Enter your service start date and end date accurately. This could be January 1 of the reimbursement year or your effective date if applicable.
  5. Fill in the total amount of your Medicare Part B payment, either annually or monthly/quarterly as required.
  6. Attach proof of payment documents that verify your Medicare Part B premium payments, ensuring they meet IRS requirements.

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How do I know if I am eligible for Part B reimbursement? You must be a retired member or qualified survivor who is receiving a pension and is eligible for a health subsidy, and enrolled in both Medicare Parts A and B.
Medicare reimbursement also refers to the Part B Giveback Benefit offered by some Medicare Advantage. This typically includes a bundle of Original Medicare (Parts A and B) and Medicare Prescription Drug Plan (Part D).
Medicare Reimbursement Account (MRA) Basic Option members who pay Medicare Part B premiums can be reimbursed up to $800 each year. You must submit proof of Medicare Part B premium payments through the online portal, EZ Receipts app or by fax or mail.
The Form CMS-1500 is the standard paper claim form to bill Medicare Fee-For-Service (FFS) Contractors when a paper claim is allowed.
File your claim for Medicare reimbursement The address for your states contractor can be found in the instructions for How do I file a claim? in the Patients Request for Medical Payment form. You can also find the address in your Medicare Summary Notice or by calling 800-MEDICARE (800-633-4227, TTY: 877-486-2048).

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People also ask

All you have to do is provide proof that you pay Medicare Part B premiums. Each eligible active or retired member on a contract with Medicare Part A and Part B, including covered spouses, can get their own $800 reimbursement. Download our Medicare Reimbursement Account QuickStart Guide to learn more.

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