Example of premium-free Part A and B retroactive award
We process Mr. Casey's disability claim on August 15, 2016 (COM August 2016). Monthly
benefits are payable effective retroactive March 2013 and Part A begins retroactive
to March 2015. Equitable relief applies and Part B coverage is effective August 2016.
Award notice received-August 2016
Minus 5 months
Result =February 2016
Compare your results from Step 1 to Mr. Casey’s Part A coverage date. February 2016
(Step 1 result) vs March 2015 (Part A coverage date)Since, his Part A coverage is
earlier then the month calculated in Step 1, include SMID UTI for Part A.
Compare your result from Step 1 to Mr. Casey’s Part B coverage dates .February 2016
(Step 1 result) vs August 2016 (Mr. Casey Part B coverage date)Was the Part B coverage
month (August 2016) earlier than the month calculated in Step 1 (February 2016)?
Since, Mr. Casey’s Part B coverage is later than the month calculated in Step 1, do
not include SMID UTI for Part B.
Since you answered “Yes” to Step 2 OR Step 3, move to Step 4.
Award notice received for Part A (March 2015), Award notice for Part B (August 2016).Since
Mr. Casey’s Part A (March 2015) coverage, Part B (August 2016) coverage (or both)
are in a month that is earlier than the month calculated in Step 1 (February 2016)
you must include SMID UTI available through AURORA.
Calculate the month of award notice received for Part A plus 6 months (the last day
of the sixth calendar month after receiving Mr. Casey’s retroactive entitlement).
Award notice received for Part A = March 2016.
Plus 6 months
Result =September 30, 2016
Input the results from Step 1-5 into the SMID Calculator to obtain the special notice