December 2017 Top Development Reasons for Part B CMS 855 Paper Applications
CGS has identified the top development reasons for CMS paper applications. As you are completing the enrollment applications, please review to ensure you are completing the forms correctly and submitting the necessary supporting documents to avoid any delays in processing your request.
Choose from the application-specific topics below to expand and collapse the development reason details.
CMS 855I Application
Section 4B - Practice Location Information - Individual Affiliations |
Practitioners who want to reassign their right to receive Medicare payments to another eligible individual or entity (i.e., sole proprietorship/clinic/group practice/other health care organization) must complete Section 4B with the eligible individual's or entity's name, Medicare Identification Number (PTAN) and NPI. This is required for initial enrollment, reactivation and revalidation. |
If you are submitting an 855I to initially enroll and reassigning your benefits, you must also complete the CMS 855R Application. |
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Section 4C - Practice Location Information |
For sole proprietors and sole owners, Section 4C is required to be completed with your practice location information (address, phone number, start date, etc.), regardless if there haven't been any changes to the practice information. |
Section 4E – Special Payments Address |
Medicare will issue payments via electronic funds transfer (EFT). Since payment will be made by EFT, the "Special Payments" address will indicate where all other payment information (e.g., remittance notices, special payments) are sent. For sole proprietors and sole owners, furnish the address where remittance notices and special payments should be sent for services rendered at the practice location(s). This is required regardless if there haven't been any changes to the practice information. |
CMS 588 – EFT Agreement |
Medicare will issue payments via electronic funds transfer (EFT). Therefore, if you are a Sole Proprietor or Sole Owner, initialing enrolling or revalidating your enrollment information, you must complete and submit the CMS 588 Electronic Funds Transfer (EFT) Agreement. |
CMS 855B Application
Section 6A and 6B - Ownership Interest and/or Managing Control Information –Individuals |
For initial enrollment, reactivation and revalidation, ensure that Sections 6A and 6B are completed for:
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If you have identified a delegated official in Section 16 and this individual is not yet an approved Delegated Official with your group/organization enrollment, Section 6 must be completed for the new delegated official. |
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Attachment 1 – Ambulance Vehicle Information |
For initial enrollment, reactivation and revalidation, vehicle information is required to be completed in Attachment 1. This includes the vehicle identification number (VIN), make, model and type. If the application is being submitted for revalidation, this is required, regardless if there haven't been any changes to the vehicle information. A copy of the vehicle registration must also be submitted with the CMS 855B Application. |
CMS 588 Electronic Funds Transfer (EFT) Agreement |
If you are submitting the CMS 588, Electronic Funds Transfer (EFT) Agreement with the CMS 855B, a voided check or written letter from the bank verifying the bank account information is required to be submitted. |
CMS 855O Application
Section 1 - Reason to Register Solely to Order Refer |
If you are enrolling in Medicare solely to order and certify or prescribe Part D drugs, the reason you are registering must be identified in Section 1B of the CMS 855O Application. |
855O-Section 5- Correspondence Phone Number |
Provide the phone number where the Medicare Administrator Contractor (MAC) can contact you directly. |
CMS 855R Application
Section 1 - Reason for Submitting this Application Effective Date |
Provide the effective date in Section 1 of the CMS 855R. This is the date in which the practitioner began providing services to Medicare beneficiaries. Please ensure you provide the month, day and year. |
Section 2 –Organization/Group Receiving the Reassigned Benefits |
Provide the correct NPI for the group/organization in which you are reassigning your benefits to or terminating your benefits from. |
Section 6 - Certification Statements and Signatures |
Please remember when submitting the CMS 855R, Section 6 must contain the following for all signatories:
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Supporting Application(s) – CMS 855I Application |
Before you submit an 855R Reassignment of Benefits application, take a moment to verify you have an approved enrollment record in PECOS with CGS Administrators LLC. If you do not have an approved PECOS enrollment record, you must complete and submit the CMS 855I application along with the CMS 855R application. If the CMS 855I is not submitted, this will delay the processing of the CMS 855R. Here are tips to confirm your enrollment status:
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CMS 588 EFT Agreement
Submit voided check or account confirmation |
A pre-printed voided check or written letter from the bank verifying the bank account information is required to be submitted with the CMS 588 EFT Agreement. |
Part II: Account Holder Information |
The account holder's address is required to be completed in Part II of the CMS 588 EFT Agreement. |
Ensure the NPI that is listed in Part II is the correct NPI for the provider/supplier. |

