Information about Extra Help should be shared with each Title II or end stage renal
disease (ESRD) beneficiary who has Medicare, is eligible for Medicare, or who inquires
about a prescription drug coverage plan or prescription drug coverage.
Field offices (FOs) should give copies of the worksheet, “Understanding the Extra
Help With Your Medicare Prescription Drug Plan,” SSA Publication No. 05-10508, ICN
470112 to all claimants and beneficiaries who visit the FO and who want to:
file for the Extra Help with Medicare prescription drug coverage costs, including
beneficiaries who have been notified they may no longer meet deemed status, see (HI 03010.010A); or
file for Title II benefits and are enrolled in, entitled to, or filing for Medicare; or
discuss a post-entitlement action (e.g., a Social Security or Medicare letter or a
change of address) and are enrolled in or entitled to Medicare.
FOs may download the worksheet from https://www.ssa.gov/pubs/EN-05-10508.pdf
in English or https://www.ssa.gov/pubs/ES-05-10965.pdf in Spanish.
NOTE: It is not necessary to recontact beneficiaries about Extra Help who:
file an iClaim application. Links to information about Medicare Part D and Extra Help
are presented on the “Next Steps” page of the application;
become entitled to Medicare as a result of an appeal. SSA automatically sends an application
if data indicates the beneficiary meets the income criteria.