Friday, October 04, 2019

POMS Revisited: Good News!

Longtime readers may recall our (exclusive) series on how choosing to forego enrolling in Medicare puts ones Social Security benefits in jeopardy:

"Did you know that you can opt out of Medicare altogether? That is, once you retire, you can elect not to participate in Part A, at all?

Unfortunately, opting out of Medicare benefits also means opting out of Social Security benefits, as well."

A little known rule enshrined in Social Security's Program Operations Manuals (POMS) is responsible for this stupidity, which was actually re-affirmed by a Federal judge in 2011.

But that was then, and this is now, and we have some great news:

Now, one wonders how many folks actually go this route (my guess is very few), but for those who do, this restores something that had been unfairly taken from them (after all, SSA didn't send them a refund).

And it's fair to say that this is almost exclusively due to the great job that our friend Kent Masterson Brown did in bringing the initial suit that got this ball rolling.

blog comments powered by Disqus