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August 28, 2012

Voluntary Refunds Reminder- Including Multiple Beneficiaries on One Refund Check

When refunding for multiple beneficiaries in a single check, please be sure to include sufficient documentation to show how much money is being refunded for each claim/ beneficiary. One option is to submit a spreadsheet that breaks down the refund charges into this level of detail, which helps us apply your refund monies appropriately.

When submitting voluntary refunds, here are a few other tips that may help you in the process.

  • We recommend that you refund no more than 20 Internal Claim Numbers (ICNs, also called CCNs) per check.
  • Send separate checks for overpayments that were requested by CGS (demand letters) from those that are being voluntarily refunded.
  • Send separate checks for beneficiaries being refunded due to Medicare Secondary Payer (MSP) from those being refunded due to issues not related to MSP.
  • When refunding due to MSP, please include the primary insurer's explanation of benefits. We need this information in order to determine the correct primary insurance allowed and paid amounts.

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