TN 66 (08-23)

GN 00205.095 Enrollment for Supplementary Medical Insurance Benefits (SMI) for Retirement, Survivor, Disability Insurance (RSDI) Applications

A. Procedure in Modernized Claims System (MCS) applications

In MCS claims, answer the Medicare question on the ADDB screen if the claimant is 64 years and 9 months old. This information will propagate to the HIHI screen.

B. Procedure for paper applications

Use the following chart to decide if a claimant within three months of age 65 or older should complete the SMI enrollment block.

If the claimant...

they should...

is subject to automatic enrollment and wants SMI,

not complete the question.

is subject to automatic enrollment but does not want to be automatically enrolled,

answer the enrollment question “no.”

resides in Puerto Rico or outside the U.S. and is filing in a prescribed enrollment period,

answer the enrollment question “yes” if they request enrollment.

C. References

  • HI 00805.040 Automatic (Deemed) Enrollment - Aged and Disabled Individuals

  • HI 00805.085 Effect of Reentitlement to HI After Termination


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0200205095
GN 00205.095 - Enrollment for Supplementary Medical Insurance Benefits (SMI) for Retirement, Survivor, Disability Insurance (RSDI) Applications - 02/10/2024
Batch run: 02/10/2024
Rev:02/10/2024