As a Medicare-eligible retiree (or Medicare-eligible dependent of a retiree) currently enrolled in the Aetna Medicare Advantage PPO Plan or Kaiser Permanente Senior Advantage Plan, you may be eligible for financial assistance from the District’s Joint Health Management Board (JHMB) for your Medicare Part D prescription drug premiums.
How It Works
As a result of a federal regulation that went into effect in 2012, certain higher-income Medicare beneficiaries are subject to additional Medicare prescription drug premiums. This additional premium is known as the Part D Income-related Monthly Adjustment Amount (IRMAA). The amount is calculated based on your federal income taxes filed two years prior to the plan year. You may be subject to the IRMAA premium if you are a Medicare beneficiary whose modified adjusted gross income (AGI) on your most recent Federal tax return fell into either of the following categories:
AGI of $106,000 or more—Individuals
AGI of $212,000 or more—Married Couples Filing Jointly
Though the Joint Health Management Board has agreed to assist with your IRMAA premiums, it is still up to you to pay the premiums to Medicare. Please note that the JHMB does not reimburse Part B IRMAA.
What You Need to Do
If you received a notice or bill from the Social Security Administration or Medicare indicating that your monthly Medicare premiums include a Part D prescription drug IRMAA, simply follow the instructions below:
Instructions
- Please scan or email, fax, or mail a copy of your statement or bill from the Social Security Administration or Medicare to Delta Fund Administrators. Contact information is below:
Delta Fund Administrators
FUSD IRMAA Reimbursement
PO Box 2330
Stockton CA 95201
Fax: (209) 940-5147
Email: IRMAAReimb@deltafund.com - Make sure the statement or bill clearly indicates your monthly Part D or prescription drug IRMAA premium. Delta Fund Administrators will annualize your IRMAA premium based on the monthly amount and provide you with financial assistance for the entire plan year.
- Be sure to include your phone number or email address, so they may follow up with you for additional information if necessary. You are not required to submit this information monthly—only one time during the plan year.
Pay Your Premiums
Though the Joint Health Management Board has agreed to provide financial assistance for your Part D IRMAA premiums, it is still up to you to pay the premiums to Medicare. Delta Fund Administrators is not sending the money to Medicare on your behalf. If you fail to pay the premiums, you may lose your Medicare eligibility. So, be sure to continue to make your payments throughout the year.
2024 IRMAA Reimbursements
You may still submit documentation to receive your 2024 reimbursement, please follow the instructions provided in the “What You Need to Do” section above and send the required information to Delta Fund Administrators by December 31, 2025.
If You Have Questions
Please contact Delta Fund Administrators if you have any additional questions. You may reach them by calling the following phone numbers:
Delta Fund Administrators
P: (209) 940-5100 or (866) 358-1711
