TN 90 (09-23)

HI 00805.370 Processing Requests for SMI and/or Premium - HI Termination

A. Procedure- General

  • If a beneficiary requests termination of SMI or Premium-HI because they will be serving as a volunteer outside the U.S., advise the individual of the eligibility requirements that must be met in order to reenroll during the SEP for International Volunteers. See HI 00805.350A. and HI 00805.350D.

  • Tell the beneficiary the date SMI and/or Premium-HI coverage ends and that the volunteer service outside the U.S. must begin the month SMI and/or Premium-HI coverage ends or earlier.

    NOTE: Beneficiaries eligible for Premium-HI and SMI under the Premium-HI for the Working Disabled provision are not eligible to enroll during the SEP for International Volunteers.

B. Procedure-FO

  • Follow the instructions in HI 00820.070 for SMI termination requests and HI 00820.015 for Premium-HI termination requests.

  • Process the termination request in accordance with SM 03040.090 or SM 03040.093, as appropriate.

  • Annotate “Beneficiary eligible for SEP for International Volunteers” on the CMS-1763, as the reason for the termination request.

C. Procedure - 800 Number Agents

1. Beneficiary requests SMI termination

  • Follow the procedures in TC 24001.070.

  • Annotate “Beneficiary will be serving as an International Volunteer” on the CMS-1763 as the reason for the termination request.

  • Mail the CMS-1763 to the beneficiary with a courtesy return envelope to the WBDOC at P.O. Box 1763 Wilkes-Barre, PA 18767-1763.

2. Beneficiary requests Premium-HI termination

  • Complete form CMS-1763

  • Annotate “Beneficiary will be serving as an International Volunteer” on the CMS-1763 as the reason for the termination request.

  • Mail form CMS-1763 to the beneficiary with a return envelope to the WBDOC at P.O.Box 1763 Wilkes-Barre, PA 18767-1763.

D. Procedure - WBDOC

Process requests for termination of SMI and/or Premium-HI in accordance with SM 03040.090 or SM 03040.093, as appropriate.

E. Reference

See HI 00820.015 for Termination of Premium-HI.

See HI 00820.035HI 00820.050 for Termination of SMI Entitlement and Effective Date of Voluntary Termination.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0600805370
HI 00805.370 - Processing Requests for SMI and/or Premium - HI Termination - 09/29/2023
Batch run: 09/29/2023
Rev:09/29/2023