OMB control number
Medicare Subsidy Quality Review
OMB 0960-0707 · SSA.
The Medicare Modernization Act of 2003 mandated the creation of the Medicare Part D prescription drug coverage program and provided for certain subsidies for eligible Medicare beneficiaries to help pay for the costs of prescription drugs. As part of its stewardship duties of the Medicare Part D subsidy program, SSA must conduct periodic quality review checks of the information Medicare beneficiaries report on their subsidy applications (Form SSA-1020). SSA uses the Medicare Quality Review program to conduct these checks. This is a non-substantive Change Request based on a legislative change due to the Inflation Reduction Act (IRA) (Public Law 117-169), Section 11404, which expands Medicare Part D Low Income Subsidy (LIS) Extra Help eligibility. We are making minor language changes to the form and instruction due to this legislative change.
The latest form for Medicare Subsidy Quality Review expires 2026-06-30 and can be found here.
Document Name |
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Form and Instruction |
Form and Instruction |
Form and Instruction |
Form and Instruction |
Form and Instruction |
Form and Instruction |
Form and Instruction |
Form and Instruction |
Supplementary Document |
Supporting Statement A |
Form SSA-9314 Notice of Quality Review Acknowledgement Form for those without Phones (Revised)
Addendum - 0707 (Final).docx
SSA-9301 SSA-9301
Federal Enterprise Architecture: Income Security - General Retirement and Disability