For an SEP or premium-surcharge rollback, we require evidence of:
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tax-exempt status of the sponsoring organization, and
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health insurance coverage outside of the U.S.
The evidence may be in any form as long as there is no question that evidence is from
the:
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health insurance plan, and
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If you obtain evidence of volunteer service, tax-exempt status of the sponsoring organization,
and health insurance coverage outside of the United States by telephone contact, prepare
an SSA-5002 (Report of Contact) to document the information.