Unlock Your Financial Potential

Tag: Healthcare

  • Where are Medicare Part A & Part B ID # and Effective Dates on the SSA Website?

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    Justin

    A Standard Operating Procedure (SOP) Purpose To provide a clear, repeatable process for a retiree eligible for Medicare to obtain: Using the official Social Security Administration website and associated online tools. Scope This SOP applies to: Required Materials Section 1 – If Already Enrolled in Medicare Primary Method: Access via my Social Security Account Step…

  • 2026 Health Coverage Reporting Updates for Georgia Access Clients

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    by

    Justin

    As we move into the 2026 tax year, it’s important for individuals and employers to understand key reporting requirements related to health coverage and IRS Form 1095. These forms provide proof of health insurance coverage and are often needed when filing federal tax returns. 📌 What is Form 1095? IRS Form 1095 comes in a…