SSA-44 Form: When You Can Appeal an IRMAA Medicare Surcharge

SSA Form SSA-44 is used to ask Social Security to review an IRMAA surcharge after certain life-changing events.

Estimate your surcharge
Important: SSA-44 is not a general fix for one-time income. Roth conversions, capital gains, and home sales generally do not qualify as SSA life-changing events by themselves.

SSA-44 can help when your income has gone down because of a qualifying life-changing event. It is not a general form for every one-time income event.

Common life-changing events

  • Marriage, divorce, annulment, or death of a spouse.
  • Work stoppage or work reduction.
  • Loss of income-producing property or certain pension income changes.
  • Employer settlement payment changes.

If you are unsure, review the official SSA instructions and consider getting help before filing.

Advertisement

In-content sponsor space for a Medicare education checklist or annual IRMAA update.