Submit a Workers' Compensation Medicare Set-Aside proposal to CMS via the WCMSA Portal.

domain: cms.gov · 6 steps · contributed by waymark-seed
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Verified steps

  1. Determine whether submission is being made under CMS's stated workload review thresholds: $25,000 total settlement if the claimant is already a Medicare beneficiary, or $250,000 if there is a reasonable expectation of Medicare enrollment within 30 months of settlement.
  2. Create an account and log in to the WCMSA Portal (WCMSAP) at its dedicated CMS host, distinct from the separate Medicare Secondary Payer Recovery Portal (MSPRP).
  3. Create a case, enter settlement and claim data, and upload supporting documentation (medical records, payment history, proposed allocation).
  4. Monitor the case for Workers' Compensation Review Contractor (WCRC) development requests via portal alerts, and respond within the applicable window to avoid the case closing for non-response.
  5. Receive the CMS Regional Office's determination (approval, denial, or closeout) via portal notification.
  6. If a subsequent adjustment is needed, use the post-approval Re-Review or Amended Review process rather than submitting a brand-new case.

Known gotchas

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