Add your Medicare policy information to your account to get your tax-free reimbursements, up to your benefit amount, for the rest of the year.
What you need:
Your PeopleKeep account will ask you to provide documentation on each policy you add. For any supplemental policies, you likely have a paper or electronic invoice that you can submit. See also: General documentation requirements for health insurance premiums.
For your Medicare policy, however, things may be a bit different, especially if you're collecting Social Security benefits.
Collecting from SSA benefits:
If you've started collecting your Social Security benefits, you don't receive invoices because your Medicare is deducted from your benefits each month. You'll only need to provide your Social Security benefits letter for the current year.
If you don't have your Social Security benefits letter available anymore you can get it online at www.socialsecurity.gov or call 1-800-772-1213.
Not collecting from SSA benefits:
If you aren't collecting Social Security benefits quite yet, you receive a Medicare coupon/statement for them each month or quarter. That's what you'll need to upload to your account.
How to provide your documents:
For for step-by-step instructions on how to submit your policy information check out Getting Reimbursed for insurance premiums.
Your documentation will be sent off for a quick review, and you can expect a response within one to two business days.
Once your premium is verified you're set up for the rest of the calendar year. Just let us know if your policy changes or ends.