You’ll want to document as much information as possible about when someone from the government told you not to take Part B. This can include the date and time of your conversation or phone call, the name of the person you spoke with, and what you did as a result of the information you were given. Here’s a sample letter to guide you.
Once you’ve put everything together, you can submit your equitable relief request to your local Social Security office. (Contact Social Security at 1-800-772-1213 or check www.ssa.gov to find the mailing address for your local office.) There is no time limit for Social Security to respond to your request for equitable relief, so be prepared to follow up at periodic intervals. And understand that there is no appeals process or formal procedure to follow if your request is not granted. But it’s in your best interest to try anyway. It can also be helpful to involve an elected representative who can advocate on your behalf. You’ll also want to keep a copy of your request for your records.