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Credit Balance Medicare Credit Balance Report (CMS-838)

A Medicare credit balance is an amount you determine to be refundable to Medicare because you received an improper or excess payment due to patient billing or claims processing errors.

When to Submit

Starting December 1, 2024, providers aren’t required to submit the Medicare Credit Balance Report (CMS-838)External Website on a quarterly basis. You’re still required to report self-identified overpayments, but you should only complete a Credit Balance Report when they occur.

How to Submit

Use one of these methods to submit a Credit Balance Report:

myCGS portal (preferred method)

Benefits include the ability to submit the form electronically, receive confirmation and check status. See the myCGS User Manual for details.

Fax

1.803.462.2584
MCBR Receipts
Attn: Credit Balance Reporting

Regular mail

CGS
Attn: Credit Balance Reporting
PO Box 20023
Nashville, TN 37202

FedEx/UPS/Certified mail

CGS
J15 Credit Balance Reporting
26 Century Blvd STE ST610
Nashville, TN 37214-3685

Corrections

To remove information submitted on a previous report in error, complete and submit the Medicare Credit Balance Correction FormPDF.

Reference: CMS Medicare Financial Management Manual (Pub. 100-06), chapter 12External PDF

Updated: 01.02.25

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