MSP Questionnaire · CMS / Medicare Administrative Contractors
Screening worksheet used at every admission or outpatient encounter to determine whether Medicare is primary or secondary payer.
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Return to the Medicare Secondary Payer (MSP) contractor or your Medicare Administrative Contractor (MAC)
Address is on the form or in the correspondence requesting the information.
Fax to the MSP contractor
Fax number provided in the request letter.
30-60 days for CMS to update MSP records. This determines which insurer is primary and which is secondary.
CMS will update the coordination of benefits records to reflect the correct primary and secondary payer. Claims will be processed accordingly.
CMS-40B · CMS
Application for enrollment in Medicare Part B (medical insurance). Used during Initial Enrollment, General Enrollment, or Special Enrollment Periods.
CMS-L564 · CMS
Employer verification of group health plan coverage dates. Required alongside CMS-40B when using a Special Enrollment Period after employer coverage ends.
CMS-10797 · CMS
Application for Medicare Part A and Part B during a Special Enrollment Period for exceptional conditions such as natural disasters or employer misinformation.
CMS-10798 · CMS
Application for Part B immunosuppressive drug coverage for individuals who lose Part B but need ongoing immunosuppressive drug coverage after a kidney transplant.
Plan-specific (CMS model template) · CMS
Model enrollment form for Medicare Advantage or Part D prescription drug plans. Plans customize the CMS template but must include all required elements.
CMS model disenrollment form · CMS
Request to disenroll from a Medicare Advantage or Part D plan and return to Original Medicare. Available during applicable enrollment periods.
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