Medicare Reimbursement for IBM Retirees-Reminder

If you retired from IBM PRIOR to December 31, 1996, this is just a yearly reminder that you need a Special Health Assistance Provision (SHAP) Reimbursement Request Form to apply for Medicare reimbursement. Acclaris is the administrator and you can reach them at 1-888-880-2775 to request the appropriate form.

Comments

  1. Susie L. Houser says:

    i CALLED AND COULD NOT MANAGE TO GET A FORM REQUEST PROCESSED

  2. mary b. tuure says:

    did not recieved our 2012 reimbursement check for 2012 please
    advise

  3. i need SHAP forms

  4. Donald Judd says:

    when should I receive the check for the 3rd quarter 2914 ? The shap form was mailed the first week in July.
    Donald Judd IBM serial # 349740

  5. Kim Lansford says:

    Donald, I am a spouse who gets SHAP payments. Feel free to email me your question. I now fax in my form and receive the payments via direct deposit.

    • I received SHAP for 2013 and 2014 and received the $900 reimbursements. That was the first time I knew about it. I have been Medicare eligible for 5 years. I never received any notification before that, that this was a benefit. Should I be able to get reimbursement for all the years I was Medicare eligible?

      • Kim Lansford says:

        Short answer is No. You could have gotten it but IBM has a filing deadline and if you miss that too bad. Some folks who didn’t know about this secret reimbursement missed getting reimbursed for years. I don’t understand why this program is administered this way and why it was so secret. Will try to post from the last benefit book I have online. The extra hyphens in the copied text below are from the IBM SPD that is done somewhere where quality is not at the top of the list:
        Special Health Assistance Provision (SHAP)
        This provision is available to pre-1997 Medicare-eligible retirees and participants under age 65 who are
        enrolled in Medicare due to disability. IBM reimburses 80% of the standard Medicare B premiums up to the
        annual maximum benefit of $900 per family. If you retired as a regular part-time employee, your max-imum
        annual reimbursement is $675. There is no annual deductible and benefits are not subject to a life-time
        maximum. Medicare Part B reimbursements through SHAP are available on a quarterly basis only and you
        must submit your claims after the quarter is completed. If Medicare charges you an excess pre-mium for late
        Medicare enrollment, the excess premium is not reimbursable, nor is the income related premium. Retirees
        and their eligible dependents do not have to be enrolled in the Plan for SHAP eligibil-ity.
        Individuals who retire after December 31, 1996 (and their eligible family members) and qualify for Medicare
        on the basis of age are not eligible for SHAP. However, IBM will provide financial assistance of up to
        $900 per family toward the cost of Medicare Part B premiums through SHAP when an employee or retir-ee
        under age 65, or an eligible dependent of an employee or retiree under age 65, is covered under Medi-care
        on the basis of disability and Medicare is primary over the Plan. Eligibility ends at age 65.
        Note: Employees receiving benefits under the IBM Medical Disability Income Plan or IBM Long-Term
        Disability Plan with a disability effective date prior to December 31, 1996 will continue SHAP eligibility
        when their status changes to IBM retiree.
        The administrator for SHAP is Acclaris. (See the Contacts section for contact information.)
        SHAP claims must be submitted no more frequently than quarterly and after the quarter is completed.
        Claims must be received by the contract administrator no later than December 31st of the year following
        the year in which the Medicare Part B premium expense was incurred.
        The SHAP reimbursement is not taxable income.

      • Kim Lansford says:

        Short answer is No, you missed the deadline to this super secret benefit. Why it is administered the way it is, I have no idea. Here’s some info copied from the latest version I have of the SPD. The hyphenated words that shouldn’t be are the fault of IBM, very poor quality document.

        Special Health Assistance Provision (SHAP)
        This provision is available to pre-1997 Medicare-eligible retirees and participants under age 65 who are
        enrolled in Medicare due to disability. IBM reimburses 80% of the standard Medicare B premiums up to the
        annual maximum benefit of $900 per family. If you retired as a regular part-time employee, your max-imum
        annual reimbursement is $675. There is no annual deductible and benefits are not subject to a life-time
        maximum. Medicare Part B reimbursements through SHAP are available on a quarterly basis only and you
        must submit your claims after the quarter is completed. If Medicare charges you an excess pre-mium for late
        Medicare enrollment, the excess premium is not reimbursable, nor is the income related premium. Retirees
        and their eligible dependents do not have to be enrolled in the Plan for SHAP eligibil-ity.
        Individuals who retire after December 31, 1996 (and their eligible family members) and qualify for Medicare
        on the basis of age are not eligible for SHAP. However, IBM will provide financial assistance of up to
        $900 per family toward the cost of Medicare Part B premiums through SHAP when an employee or retir-ee
        under age 65, or an eligible dependent of an employee or retiree under age 65, is covered under Medi-care
        on the basis of disability and Medicare is primary over the Plan. Eligibility ends at age 65.
        Note: Employees receiving benefits under the IBM Medical Disability Income Plan or IBM Long-Term
        Disability Plan with a disability effective date prior to December 31, 1996 will continue SHAP eligibility
        when their status changes to IBM retiree.
        The administrator for SHAP is Acclaris. (See the Contacts section for contact information.)
        SHAP claims must be submitted no more frequently than quarterly and after the quarter is completed.
        Claims must be received by the contract administrator no later than December 31st of the year following
        the year in which the Medicare Part B premium expense was incurred.
        The SHAP reimbursement is not taxable income.

  6. Jim Alves says:

    Dear Sirs,
    How and when were IBM retirees made aware of this benefit. My father in law retired in 1989 and has since passed. I learned about this while helping my mother in law file for long term care reimbursement through an ancillary policy my father in law bought for her. I have been successful in getting her the reimbursement for 2013, but earlier claims for 2012 have been denied (based on the summary plan description?).
    Any comments or assistance would be greatly appreciated?
    Thank you,
    Sincerely,
    Jim Alves (Son in law William Heath, IBM San Ramon, CA, retiree, deceased)

  7. Kim Lansford says:

    I don’t know how IBMer’s ever learned about SHAP. But in the current Summary Plan Description it gives the info. Tried to post PDF but couldn’t get that to work. I get SHAP due to disability. I know there is a deadline for when to file for it.

    Some info for Acclaris who processes this for IBM. http://www.acclarisonline.com, phone 1-888-880-2775, M-F 8-8 ET. ax 813 849 6570. My advice, sign up for direct deposit and fax your form to them. I use a service called Ring Central to fax like email and I get an email confirm of the fax and when the payment is processed.

    I think you can get the form and info on the IBM Benefits site if you have access to that.

  8. Kim Lansford says:

    I posted above a reply to someone asking about the SHAP. Here is the info from the most recent SPD I have, copied and pasted from it.

    Special Health Assistance Provision (SHAP)
    This provision is available to pre-1997 Medicare-eligible retirees and participants under age 65 who are
    enrolled in Medicare due to disability. IBM reimburses 80% of the standard Medicare B premiums up to the
    annual maximum benefit of $900 per family. If you retired as a regular part-time employee, your max-imum
    annual reimbursement is $675. There is no annual deductible and benefits are not subject to a life-time
    maximum. Medicare Part B reimbursements through SHAP are available on a quarterly basis only and you
    must submit your claims after the quarter is completed. If Medicare charges you an excess pre-mium for late
    Medicare enrollment, the excess premium is not reimbursable, nor is the income related premium. Retirees
    and their eligible dependents do not have to be enrolled in the Plan for SHAP eligibil-ity.
    Individuals who retire after December 31, 1996 (and their eligible family members) and qualify for Medicare
    on the basis of age are not eligible for SHAP. However, IBM will provide financial assistance of up to
    $900 per family toward the cost of Medicare Part B premiums through SHAP when an employee or retir-ee
    under age 65, or an eligible dependent of an employee or retiree under age 65, is covered under Medi-care
    on the basis of disability and Medicare is primary over the Plan. Eligibility ends at age 65.
    Note: Employees receiving benefits under the IBM Medical Disability Income Plan or IBM Long-Term
    Disability Plan with a disability effective date prior to December 31, 1996 will continue SHAP eligibility
    when their status changes to IBM retiree.
    The administrator for SHAP is Acclaris. (See the Contacts section for contact information.)
    SHAP claims must be submitted no more frequently than quarterly and after the quarter is completed.
    Claims must be received by the contract administrator no later than December 31st of the year following
    the year in which the Medicare Part B premium expense was incurred.
    The SHAP reimbursement is not taxable income.

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