Client is 67 and retiring 4/1/17. He had an HSA compatible plan in 2016 and contributed about $3,000, with a Sept deposit of $1500.
He isn't on A/B yet. He is going to enroll into A/B using the ssa.gov portal (for A) and the 40b/l564 document for Part B (with 4/1 start dates). He understands that the Part A will retroactively start 6 months prior which puts him at 10/1/16.
I'm thinking he can contribute 10/12th's of the max allowable amount (which I think he is under) and could not contribute additional funds starting 10/1. His concern is if he goes onto SSA.gov and enrolls into Me
Source of insurance-forums.net
He isn't on A/B yet. He is going to enroll into A/B using the ssa.gov portal (for A) and the 40b/l564 document for Part B (with 4/1 start dates). He understands that the Part A will retroactively start 6 months prior which puts him at 10/1/16.
I'm thinking he can contribute 10/12th's of the max allowable amount (which I think he is under) and could not contribute additional funds starting 10/1. His concern is if he goes onto SSA.gov and enrolls into Me
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