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 another 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. This information can be viewed in your Reimbursement Account Details. Read Locating Your Reimbursement Account and Account Details to learn how to access the information.
Submitting Part B Premium Reimbursement Requests
Automatic Premium Reimbursement
You may be able to use Automatic Premium Reimbursement to receive your reimbursements. 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. Automatic Premium Reimbursement doesn't require you to submit documentation, and you automatically receive your monthly reimbursement payments. If you’re paying an Income Related Monthly Adjustment Amount (IRMAA) surcharge or a late enrollment penalty, you need to submit a separate manual 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. On the Home page select View Accounts. Review the View Automatic Premium Reimbursement tab on the Funds and Reimbursements page.
Other Methods of Premium Reimbursement
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. You can also submit for a one-time reimbursement of quarterly Medicare Part B payments. Read Recurring Premium Reimbursement to learn more.
Your Social Security Benefit Verification Letter (or award 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 2023 can only be used to get reimbursed for 2023 Part B premiums.
New supporting documents are needed each year.
Note: To receive your future Part B premium reimbursements in one lump sum, proof of payment is required. A reimbursement request for a future date will not be paid until that date occurs unless proof of payment is provided. If proof of payment is provided, the request will be paid on the next payment cycle. Submit the request on the mobile app, website, or paper form. Automatic Premium Reimbursement must be turned off. Go to the Funds and Reimbursement page on the website to update your Automatic Premium Reimbursement settings. Express Reimbursement must be cancelled. Read Modifying Future Recurring Premium Reimbursement to learn how.
*Via Benefits reimbursement accounts are administered by Extend Health, LLC.