In the IRMAA notification letter, the requirement to respond within 10 days specifically applies , “This notice does not contain appeal rights but will invite beneficiaries to contact SSA within 10 days if the beneficiary believes the information is incorrect before SSA applies IRMAA (e.g., SSA used PY-3 data and the beneficiary has a copy of the Federal income tax return filed for PY-2).
Do I have to make an appointment with Social Security?
Financial Planners Need to Know Their Medicare Stuff
But, that does not mean that you have to have all those Medicare regulations memorized...
If you're like most financial professionals today, you most likely get questions from your clients (or prospective clients) about Medicare.
Unfortunately, these professionals tell us that they best they can do to help their clients is to refer them to Medicare.gov, a local Social Security office or an insurance agent. ...Not exactly an ideal way to handle questions from valued clients.