Social Security Form SSA-44: How to Fill It Out and Submit It ... 2025

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The document is Form SSA-44, used to request a reduction in the income-related monthly adjustment amount (IRMAA) for Medicare due to a life-changing event that has decreased an individual's income. It provides instructions on how to complete the form, including selecting the type of life-changing event, providing adjusted gross income details, and submitting necessary documentation. The form also outlines eligibility criteria based on modified adjusted gross income and tax filing status.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your identifying information, including your full name and Social Security Number as they appear on your card.
In Step 1, check the box for one life-changing event that applies to you and fill in the date it occurred.
For Step 2, provide the tax year when your income was reduced, along with your adjusted gross income (AGI) and tax-exempt interest income.
If applicable, complete Step 3 by estimating your modified adjusted gross income for the next year.
In Step 4, attach documentation supporting your MAGI and life-changing event. You can upload these documents directly through our platform.
Finally, sign the form in Step 5, providing your current phone number and mailing address for any follow-up questions.

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What is SSA-44 form used for?

You should fill out Form SSA-44 if you experience any life-changing event that reduces your income. Life-changing events that qualify are marriage, divorce, death of a spouse, work stoppage, work reduction, loss of income-producing property, loss of pension income and employer settlement payment.

What is a major life changing event?

Examples might include getting married or divorced, changing jobs or having a baby. Other times, such as at a death, you may not have advance warning.

What qualifies as a life-changing event for Medicare?

A change in your situation \u2014 like getting married, having a baby, or losing health coverage \u2014 that can make you eligible for a Special Enrollment Period, allowing you to enroll in health insurance outside the yearly Open Enrollment Period.

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What is the income related monthly adjustment amount?

The Medicare Income-Related Monthly Adjustment Amount (IRMAA) is an amount you may pay in addition to your Part B or Part D premium if your income is above a certain level. The Social Security Administration (SSA) sets four income brackets that determine your (or you and your spouse's) IRMAA.

What is modified adjusted gross income for social security purposes?

Your MAGI is your total adjusted gross income and tax-exempt interest income. If you file your taxes as \u201cmarried, filing jointly\u201d and your MAGI is greater than $182,000, you'll pay higher premiums for your Part B and Medicare prescription drug coverage.

What is the difference between AGI and modified AGI?

According to the IRS, your MAGI is your AGI with the addition of the appropriate deductions, potentially including: Student loan interest. One-half of self-employment tax. Qualified tuition expenses.

What does Social Security considered a life changing event?

Social Security (the government agency in charge of IRMAA determinations) recognizes the following life-changing events: marriage. divorce or annulment. death of a spouse.

How do you calculate modified adjusted gross income for Irmaa?

That means your 2021 premiums and IRMAA determinations are calculated based on MAGI from your 2019 federal tax return. MAGI is calculated as Adjusted Gross Income (line 11 of IRS Form 1040) plus tax-exempt interest income (line 2a of IRS Form 1040).

Social Security Form SSA-44: How to Fill It Out and Submit It ... 2025

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How to use or fill out Social Security Form SSA-44: How to Fill It Out and Submit It ... with DocHub

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Got questions?

Can I complete and sign my ssa 44 instructions online?

How do you edit social security monthly insurance adjustment calculation worksheet ssa 44 on Android?

What is SSA-44 form used for?

What is a major life changing event?

What qualifies as a life-changing event for Medicare?

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What is the income related monthly adjustment amount?

What is modified adjusted gross income for social security purposes?

What is the difference between AGI and modified AGI?

What does Social Security considered a life changing event?

How do you calculate modified adjusted gross income for Irmaa?

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