A beneficiary has questions concerning a pending reconsideration
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1.
Access the IRMAA Appeals
Tracking System
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2.
Select “Query Existing Appeal.”
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3.
Enter the Beneficiary’s Own social security number (SSN) and click on the search button.
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4.
Select “Query Record Details.”
The first screen in the path is the “General” screen. On this screen, the fields are:
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the filing date, which is the date the reconsideration was filed,
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the notice determination date, which is the date on the notice which they are appealing,
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the unit (if applicable),
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the status of the appeal.
To view more details on the appeal, select “Detail” at the top of the screen. On this
screen, the fields are:
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the reason for the appeal, which can be disagrees with the constitutionality of the
law, disagrees with level, non-qualifying event (NQE), or other,
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the date the appeal was reported to SSA,
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the event description, which can be initial determination, new initial determination-LCE,
new initial determination-tax information, or new initial determination-non qualifying
event,
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the date of the event, which is the date of the event being appealed, and
Remarks – this field will appear if remarks are present.
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5.
To view information concerning the beneficiary’s attorney or representative, select
“Attorney/Rep” at the top of the screen.
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6.
To view information concerning the history of the appeal, select "History" at the
top of the screen.
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7.
To view the final disposition of the appeal, select "Disposition" at the top of the
screen.
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8.
Inform the beneficiary if the reconsideration is still pending or if there is a decision.
You can inform the beneficiary what the decision is using the information provided
on the "General" and "Disposition" screen.
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9.
If the beneficiary still has questions about the reconsideration, set up an appointment
with the field office of jurisdiction in the 800 Number PE Appointment System using
Event Type 9 "Medicare Issue" and select Event Title 5 "Title 18." In REMARKS on the
PE Appointment screen, explain that the beneficiary has questions about his or her
IRMAA reconsideration.
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The beneficiary states he has information to add to his pending reconsideration.
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1.
Access the intranet IRMAA Appeals
Tracking
System.
-
2.
Select “Query Existing Appeal”.
-
3.
Enter the Beneficiary’s Own SSN and click on the search button.
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4.
Select “Query Record Details.”
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5.
The first screen in the path is the “General” screen. On this screen, the fields are:
-
-
-
•
the filing date, which is the date the reconsideration is filed,
-
•
the notice determination date, which is the date on the notice that they are appealing,
-
-
-
-
•
the unit (if applicable),
-
-
•
the status of the appeal.
-
6.
To view more details on the appeal, select “Detail” at the top of the screen. On this
screen, the fields are:
-
-
-
-
•
the reason for the appeal, which can be disagrees with the constitutionality of the
law, disagrees with level, or other
-
•
the date the appeal was reported to SSA,
-
•
the event description, which can be initial determination, new initial determination-LCE,
new initial determination-tax information or new initial determination-non qualifying
event.
-
•
the date of the event, which is the date of the event being appealed, and the Remarks
if annotated.
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7.
To view the final disposition of the appeal, select “Disposition” at the top of the
screen.
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8.
Determine if the appeal is still pending based on information provided on the “General”
and “Disposition” screen.
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9.
If we have not made a decision, refer the beneficiary to the office of jurisdiction.
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