Enter the notice details
Send your client a link to complete this information, or complete it for them for white-glove service.
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About IRMAAssist
IRMAAssist helps you understand a client's Medicare income surcharge, identify the appeal path that fits their situation, and prepare their paperwork for Social Security. It is an educational guide—not a government service—and Social Security makes the final decision.
Find the right appeal path
Using SSA's own POMS guidelines, determine whether an appeal is possible and which path is most likely to reduce your client's IRMAA.
Track their documents
Get a custom list of the documents required to submit the appeal, and track their status.
Generate the forms and instructions
Print to PDF or hardcopy all the necessary forms and instructions to file the appeal.
Client resources
Ready-to-use materials for talking with clients about IRMAA, generated from your Resources page:
- Plain-English IRMAA fact sheets for your clients
- Email template for IRMAA season notices
- Email templates for filing appeals
- Email templates for potential savings
- Email templates for filing instructions
All available to white label with your firm's name, logo, and color scheme!
Lead generation Coming Soon
High-income retirees who receive an IRMAA notice are already a qualified audience—the surcharge itself is a signal they have the income and assets to benefit from working with a knowledgeable advisor. Share your own link, or embed a page on your website, so prospects can submit their information directly. You'll know right away whether you can help them save money on their Medicare premiums—and open the door to a much broader conversation about their retirement.
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