IBM RETIREES HEALTHCARE

INTRODUCTION

25% of survey complete.

To: IBM Retirees
Subject: Investigating Whether There Was an Injustice to IBM Retirees

The National Retirees Legislative Network (NRLN) along with IBM retirees Steve Bergeron, who initiated a Change.org petition on IBM healthcare for retirees, and Hector Saenz, an NRLN Board member, are investigating whether there was an injustice to IBM retirees when IBM change healthcare offerings to retirees.

As you know, on September 14, 2022, IBM announced that on January 1, 2023, U.S. retirees would be prevented from using Future Health Account (FHA/HRA) funds to pay for anything other than the two Medicare Advantage plans specified by IBM. We are endeavoring to gain additional information through this survey to help determine whether IBM must offer retirees a Supplemental Enrollment Period (SEP) and “Guaranteed Issue Rights” for a Medigap plan under Medicare Federal law.

The first three questions of this survey require your first name, last name, and email address. We need this information to add to IBM retirees already in the NRLN’s secure database. This will enable the NRLN to share the survey results with you, keep you informed of our investigation and provide other information important to retirees. Your contact information will always be confidential.

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* 1. FIRST NAME

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* 2. LAST NAME

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* 3. EMAIL ADDRESS

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* 4. Prior to January 1, 2023, when IBM limited your FHA/HRA options to two Medicare Advantage plans, what type of healthcare insurance did you have?

Traditional Medicare with Medicare Supplement (Medigap).

Medicare Advantage Plan

Other (please specify)