Equitable relief is available to certain individuals who refused or dropped Part B
because they are or were enrolled in an individual Marketplace plan.
We may consider equitable relief on a case-by-case basis for certain dually-enrolled
beneficiaries (those who have or had both Medicare and Marketplace coverage) of any
age who refused or dropped Part B and for those who subsequently enrolled in Part
B during the 2015, 2016, 2017, 2018, 2019 or 2020 GEP.
NOTE: Beneficiaries who meet the eligibility criteria can request the relief at any time.
Beneficiaries who refused or dropped Part B may receive equitable relief in the form
of an enrollment opportunity with an effective date outlined in Section D of this
instruction. No late enrollment penalty will apply for individuals who enroll in Part
B under this limited equitable relief.
Beneficiaries eligible for equitable relief who enrolled in Part B during the 2015,
2016, 2017, 2018, 2019 or 2020 GEP and are paying a premium surcharge, may request
to have the surcharge reduced. We will reduce premium surcharges to zero for eligible
individuals. Excess premiums will be refunded or applied to retroactive premiums,