Medicare Provider Application PDF Details

Medicare Provider Application Form is a necessary form to fill out in order to become a provider for Medicare. The form can be found on the official Medicare website and must be filled out accurately in order to ensure a smooth process. The form covers basic information about the provider, such as name and address, as well as more specific information about the services they offer. Completing the form correctly is important in order to avoid any delays in getting started with providing services to Medicare beneficiaries.

In the table, there's some information relating to the medicare provider application. It may be helpful to know its size, the actual time required to prepare the form, the fields you should fill in, and so forth.

QuestionAnswer
Form NameMedicare Provider Application
Form Length81 pages
Fillable?No
Fillable fields0
Avg. time to fill out20 min 15 sec
Other namesmust application providers, provider enrollment application, medicare provider application, texas medicare application

Form Preview Example

MEDICARE ENROLLMENT APPLICATION

Clinics/Group Practices and Other Suppliers

CMS-855B

SEE PAGE 1–2 TO DETERMINE IF YOU ARE COMPLETING THE CORRECT APPLICATION. SEE PAGE 3 FOR INFORMATION ON WHERE TO MAIL THIS COMPLETED APPLICATION.

SEE SECTION 12 FOR A LIST OF SUPPORTING DOCUMENTATION TO BE SUBMITTED WITH THIS APPLICATION.

TO VIEW YOUR CURRENT MEDICARE ENROLLMENT RECORD GO TO: HTTPS://PECOS.CMS.HHS.GOV

 

Form Approved

DEPARTMENT OF HEALTH AND HUMAN SERVICES

OMB No. 0938-1377

CENTERS FOR MEDICARE & MEDICAID SERVICES

Expires: 03/2024

 

 

WHO SHOULD SUBMIT THIS APPLICATION

Clinics, group practices, and other suppliers must complete this application to enroll in the Medicare program and receive a Medicare billing number.

Clinics, group practices, and other suppliers can apply for enrollment in the Medicare program or make a change in their enrollment information using either:

The Internet-based Provider Enrollment, Chain and Ownership System (PECOS), or

The paper CMS-855B enrollment application. Be sure you are using the most current version.

For additional information regarding the Medicare enrollment process, including Internet-based PECOS and to get the current version of the CMS-855B, go to http://www.cms.gov/MedicareProviderSupEnroll.

NOTE: Applicants using this application require a Type 2 NPI. See below for more information.

NOTE: For the purposes of this application, the word “supplier” is used universally and includes any providers or suppliers who are required to complete the CMS-855B application.

Complete and submit this application if you are an organization/group or other supplier that plans to bill Medicare and you are:

Enrolling in the Medicare program for the first time with this Medicare Administrative Contractor (MAC) under this tax identification number.

Currently enrolled in Medicare but have a new tax identification number. If you are reporting a change to your current Medicare enrollment to your tax identification number, you must complete a new application.

Currently enrolled in Medicare and need to enroll in another Medicare Administrative Contractor’s (MAC’s) jurisdiction (e.g., you have opened a practice location in a geographic territory serviced by another MAC).

Revalidating your Medicare enrollment. CMS may require you to submit or update your enrollment information. The MAC will notify you when it is time for you to revalidate your enrollment information. Do not submit a revalidation application until you have been contacted by your MAC.

Previously enrolled in Medicare and you need to reactivate your Medicare billing number to resume billing. Prior to being reactivated, you must meet all current requirements for your supplier type before reactivation may occur.

Currently enrolled in Medicare and need to make changes to your enrollment information (e.g., you have added or changed a practice location). Changes must be reported in accordance with the timeframes established in 42 C.F.R. section 424.516. (IDTF changes of information must be reported in accordance with 42 C.F.R. section 410.33.)

A hospital, hospital department, or other medical practice or clinic that may bill for Medicare Part A services but will also bill for Medicare Part B practitioner services or provide purchased laboratory tests to other entities that will bill Medicare Part B.

A certified Medicare Part B provider (i.e. Ambulatory Surgery Center, Portable X-ray Supplier) intending to report a CHOW. A CHOW typically occurs when a Medicare provider has been purchased (or leased) by another organization. The CHOW results in the transfer of the old owner’s Medicare Identification Number and provider agreement (including any outstanding Medicare debt of the old owner) to the new owner. The regulatory citation for CHOWs can be found at 42 C.F.R. 489.18. If the purchaser (or lessee) elects not to accept a transfer of the provider agreement, then the old agreement should be terminated and the purchaser or lessee is considered a new applicant and must initially enroll in Medicare.

A medical practice, group/clinic or other supplier that will bill for Medicare Part B services (e.g., group practices, clinics, independent laboratories, portable x-ray suppliers).

Terminating a Physician Assistant (PA) employer relationship.

Terminating an employer or individual relationship with an Independent Diagnostic Testing Facility (IDTF).

Voluntary terminating your Medicare billing privileges. A supplier should voluntarily terminate its Medicare enrollment when it:

Will no longer be rendering services to Medicare patients, or

Is planning to cease (or has ceased) operations.

NOTE: For the purposes of this section of this application, an entity is defined as a group/clinic, other supplier, or any organization to which you will reassign your Medicare benefits.

CMS-855B (Rev. 03/2021)

1

BILLING NUMBER AND NATIONAL PROVIDER IDENTIFIER INFORMATION

The Provider Transaction Access Number (PTAN), often referred to as a Medicare Supplier Number or Medicare Billing Number, is a generic term for any number other than the National Provider Identifier (NPI) that is used by a supplier bill the Medicare program.

The NPI is the standard unique health identifier for health care providers and suppliers and is assigned by the National Plan and Provider Enumeration System (NPPES). To enroll in Medicare, you must obtain an NPI and furnish it on this application prior to enrolling in Medicare or when submitting a change to your existing Medicare enrollment information. Applying for the NPI is a process separate from Medicare enrollment.

As a supplier, it is your responsibility to determine if you have “subparts.” A subpart is a component of an organization (supplier) that furnishes healthcare and is not itself a legal entity. If you do have subparts, you must determine if they should obtain their own unique NPIs. Before you complete this enrollment application, you need to make those determinations and obtain NPI(s) accordingly. To obtain an NPI, you may apply online at https://NPPES.cms.hhs.gov. For more information about NPI enumeration, visit www.cms.gov/Regulations-and-Guidance/Administrative-Simplification/NationalProvIdentStand/enumeration.

NOTE: The Legal Business Name (LBN) and Tax Identification Number (TIN) that you furnish in section 2A must be the same LBN and TIN you used to obtain your NPI. Once this information is entered into PECOS from this application, your LBN, TIN and NPI must match exactly in both PECOS and NPPES.

Organizational Health Care Providers (Entity Type 2): Organizational health care providers are eligible for an Entity Type 2 NPI (Organizations). Organizational health care providers may have a single employee or thousands of employees. Examples of organizational providers include hospitals, home health agencies, groups/clinics, nursing homes, ambulance companies, health care provider corporations formed by groups/ individuals, and single member LLCs with an EIN, not individual health care providers.

Important: For NPI purposes, sole proprietors and sole proprietorships are considered to be “Type 1” providers. Organizations (e.g., corporations, partnerships) are treated as “Type 2” entities. When reporting the NPI of a sole proprietor on this application, therefore, the individual’s Type 1 NPI should be reported; for organizations, the Type 2 NPI should be furnished.

To obtain an NPI, you may apply online at https://NPPES.cms.hhs.gov.

INSTRUCTIONS FOR COMPLETING AND SUBMITTING THIS APPLICATION

All information on this form is required with the exception of those fields specifically marked as “optional.” Any field marked as optional is not required to be completed nor does it need to be updated or reported as a “change of information” as required in 42 C.F.R. section 424.516. However, it is highly recommended that if reported, these fields be kept up-to-date.

This form must be typed. It may not be handwritten. If portions of this form are handwritten, the application may be returned to you by your MAC.

When necessary to report additional information, copy and complete the applicable section as needed.

Attach all required supporting documentation.

Keep a copy of your completed Medicare enrollment package for your own records.

CMS-855B (Rev. 03/2021)

2

TIPS TO AVOID DELAYS IN YOUR ENROLLMENT

To avoid delays in the enrollment process, you should:

Complete all required sections, as shown in section 1.

Ensure that the legal business name shown in section 2 matches the name on the tax documents.

Ensure that the correspondence address shown in section 2 is the supplier’s address.

Enter your NPI(s) in the applicable section(s).

Include the Electronic Funds Transfer (EFT) Authorization Agreement (when applicable) with your enrollment application with a voided check or bank letter.

Sign and date section 15.

Ensure all supporting documents are sent to your designated MAC.

The supplier pays the required application fee (via https://pecos.cms.hhs.gov/pecos/feePaymentWelcome.do) upon initial enrollment, the addition of a new business location, revalidation and, if requested, reactivation PRIOR to completing and submitting this application to the MAC.

ADDITIONAL INFORMATION

You may visit our website to learn more about the enrollment process via the Internet-Based Provider Enrollment Chain and Ownership System (PECOS) at: https://www.cms.gov/Medicare/Provider-Enrollment- and-Certification/MedicareProviderSupEnroll/InternetbasedPECOS.html. Also, all of the CMS-855 applications are all located on the CMS webpage: https://www.cms.gov/medicare/cms-forms/cms-forms/ cms-forms-list.html. Simply enter “855” in the “Filter On:” box on this page and only the application forms will be displayed to choose from.

The MAC may request additional documentation to support and validate information reported on this application. You are responsible for providing this documentation within 30 days of the request per 42 C.F.R. section 424.525(a)(1).

The information you provide on this form is protected under 5 U.S.C. section 552(b)(4) and/or (b)(6), respectively. For more information, see the last page of this application to read the Privacy Act Statement.

ACRONYMS COMMONLY USED IN THIS APPLICATION

C.F.R.: Code of Federal Regulations

EFT: Electronic Funds Transfer

EIN: Employer Identification Number

IHS: Indian Health Service

IRS: Internal Revenue Service

LBN: Legal Business Name

LLC: Limited Liability Corporation

MAC: Medicare Administrative Contractor

NPI: National Provider Identifier

NPPES: National Plan and Provider Enumeration System

OTP: Opioid Treatment Program

PTAN: Provider Transaction Access Number also referred to as the Medicare Identification Number

SSN: Social Security Number

TIN: Tax Identification Number

DEFINITIONS

NOTE: For the purposes of this CMS-855B application, the following definitions apply:

Add: You are adding additional enrollment information to your existing information (e.g. practice locations).

Change: You are replacing existing information with new information (e.g. billing agency, managing employee) or updating existing information (e.g. change in suite #, telephone #).

Remove: You are removing existing enrollment information.

WHERE TO MAIL YOUR APPLICATION

Send this completed application with original signatures and all required documentation to your designated MAC. The MAC that services your State is responsible for processing your enrollment application. To locate the mailing address for your designated MAC, go to www.cms.gov/MedicareProviderSupEnroll.

CMS-855B (Rev. 03/2021)

3

SECTION 1: BASIC INFORMATION

ALL APPLICANTS MUST COMPLETE THIS SECTION

A. REASON FOR SUBMITTING THIS APPLICATION

Check one box and complete the required sections of this application as indicated.

 

You are a new enrollee in Medicare

Complete all applicable sections

 

 

 

Ambulance suppliers must complete

 

 

 

Attachment 1

 

 

 

IDTF suppliers must complete Attachment 2

 

 

 

OTPs must complete Attachment 3

 

 

 

 

 

You are enrolling with another Medicare Administrative

Complete all applicable sections

 

Contractor (MAC)

Ambulance suppliers must complete

 

 

 

 

 

 

Attachment 1

 

 

 

IDTF suppliers must complete Attachment 2

 

 

 

OTPs must complete Attachment 3

 

 

 

 

 

You are revalidating your Medicare enrollment

Complete all applicable sections

 

 

 

Ambulance suppliers must complete

 

 

 

Attachment 1

 

 

 

IDTF suppliers must complete Attachment 2

 

 

 

OTPs must complete Attachment 3

 

 

 

 

 

You are reactivating your Medicare enrollment

Complete all applicable sections

 

 

 

Ambulance suppliers must complete

 

 

 

Attachment 1

 

 

 

IDTF suppliers must complete Attachment 2

 

 

 

OTPs must complete Attachment 3

 

 

 

 

 

You are reporting a change to your Medicare enrollment

Go to section 1B below

 

information

 

 

 

 

 

 

You are voluntarily terminating your Medicare enrollment

Section 1, 2A1, 13 (optional), and 15

 

Effective date of termination (mm/dd/yyyy):

Employers terminating Physician Assistants

 

 

 

must complete sections 1, 2A1, 2F, 13

 

 

 

(optional), and 15

 

Medicare Identification Number:

 

 

 

 

 

 

 

 

 

 

CMS-855B (Rev. 03/2021)

4

SECTION 1: BASIC INFORMATION (Continued)

B. WHAT INFORMATION IS CHANGING?

Check all that apply and complete the required sections.

Please note: When reporting ANY information, sections 1, 2A1, 3, and 15 MUST always be completed in addition to the information that is changing within the required section.

Changing Information

Required Sections

 

 

Business Identifying Information

1, 2A1, 3, 12, 13 (optional) and 15 and 6 for

 

the signer if that authorized or delegated

 

official has not been established for this

 

supplier

 

 

Final Adverse Legal Actions

1, 2A1, 3, 12, 13 (optional) and 15 and 6 for

 

the signer if that authorized or delegated

 

official has not been established for this

 

supplier

 

 

Medical Specialty Information

1, 2A, 2B, 3, 4, 12, 13 (optional), and 15 and 6

 

for the signer if that authorized or delegated

 

official has not been established for this

 

supplier

 

 

Supplier Specific Information

1, 2A1, 2A2-2A4, 2B–2F (as applicable), 3,

 

12,13 (optional), and 15 and 6 for the signer if

 

that authorized or delegated official has not

 

been established for this supplier

 

 

Physician Assistant Employment Terminations

1, 2A1, 2F, 3, 13 (optional) and 15 and 6 for

 

the signer if that authorized or delegated

 

official has not been established for this

 

supplier

 

 

Private Practice Business Information

1, 2A, 3, 4A, 12, 13 (optional) and 15 and 6

 

for the signer if that authorized or delegated

 

official has not been established for this

 

supplier

 

 

Change of Ownership (Hospitals, Hospital Departments,

Complete all sections and provide a copy of

Portable X-Ray Suppliers and Ambulatory Surgical Centers

the sales agreement

Only)

 

 

 

Ownership Interest and/or Managing Control Information

1, 2A1, 3, 5, 13, and 15, and 6 for the signer if

(Organizations)

that authorized or delegated official has not

 

been established for this supplier

 

 

Ownership Interest and/or Managing Control Information

1, 2A1, 3, 6, 13, and 15, and another 6 for the

(Individuals)

signer if that authorized or delegated official

 

has not been established for this supplier

 

 

Managing Employee Information

1, 2A1, 3, 6, 12, 13 (optional), and 15 and 6

 

for the signer if that authorized or delegated

 

official has not been established for this

 

supplier

 

 

CMS-855B (Rev. 03/2021)

5

SECTION 1: BASIC INFORMATION (Continued)

Changing Information

Required Sections

 

 

Address Information

1, 2A, 3, 12, 13 (optional) and 15 AND sections

Correspondence Mailing Address

2A3, 2A4, 4A, 4B, 4C, and/or 4E as applicable

Medicare Beneficiary Medical Records Storage Address

for the address that is being changed and 6

for the signer if that authorized or delegated

Practice Location Address

official has not been established for this

Remittance Notices/Special Payment Mailing Address

supplier

Base of Operations Address for Mobile or Portable

 

Suppliers (location of Business Office or Dispatcher/

 

Scheduler)

 

 

 

Billing Agency Information

1, 2A1, 3, 8, 13 (optional) and 15 and 6 for the

 

signer if that authorized or delegated official

 

has not been established for this supplier

 

 

Authorized Official(s) and/or Delegated Official(s)

1, 2A1, 3, 13, 15A1 (if you are an Authorized

 

Official) or 15B1 (if you are a delegated

 

official), and another 6 for the signer if that

 

authorized or delegated official has not been

 

established for this supplier

 

 

Any other information not specified above

1, 2A1, 3, 12 (if applicable), 13 (optional) and

 

15 and the applicable section or sub-section

 

that is changing and 6 for the signer if that

 

authorized or delegated official has not been

 

established for this supplier

 

 

ATTACHMENT 1: AMBULANCE SERVICE SUPPLIERS (ONLY)

 

 

 

Changing Information

Required Sections

 

 

Ambulance Supplier Transport Type

1, 2A, 3, 12, 13 (optional) and 15 and 6 for the

 

signer if that authorized or delegated official

 

has not been established for this supplier

 

Attachment 1(A)

 

 

Geographic Area

1, 2A, 3, 12, 13 (optional) and 15 and 6 for the

 

signer if that authorized or delegated official

 

has not been established for this supplier

 

Attachment 1(B)

 

 

State License Information

1, 2A, 3, 12, 13 (optional) and 15 and 6 for the

 

signer if that authorized or delegated official

 

has not been established for this supplier

 

Attachment 1(C)

 

 

Vehicle Information

1, 2A, 3, 12, 13 (optional) and 15 and 6 for the

 

signer if that authorized or delegated official

 

has not been established for this supplier

 

Attachment 1(D)

 

 

CMS-855B (Rev. 03/2021)

6

SECTION 1: BASIC INFORMATION (Continued)

ATTACHMENT 2: INDEPENDENT DIAGNOSTIC TESTING FACILITIES (ONLY)

Changing Information

Required Sections

 

 

CPT-4 and HCPCS Codes

1, 2A, 3, 12, 13 (optional) and 15 and 6 for the

 

signer if that authorized or delegated official

 

has not been established for this supplier

 

Attachment 2(B)

 

 

Interpreting Physician Information

1, 2A, 3, 12, 13 (optional) and 15 and 6 for the

 

signer if that authorized or delegated official

 

has not been established for this supplier

 

Attachment 2(C)

 

 

Personnel (Technicians) Who Perform Tests

1, 2A, 3, 12, 13 (optional) and 15 and 6 for the

 

signer if that authorized or delegated official

 

has not been established for this supplier

 

Attachment 2(D)

 

 

Supervising Physicians

1, 2A, 3, 12, 13 (optional) and 15 and 6 for the

 

signer if that authorized or delegated official

 

has not been established for this supplier

 

Attachment 2(E)

 

 

ATTACHMENT 3: OPIOID TREATMENT PROGRAMS (ONLY)

 

 

 

Changing Information

Required Sections

 

 

Opioid Treatment Program Personnel – Ordering Personnel

1, 2A1, 3, 12, 13 (optional) and 15 and 6 for

Identification

the signer if that authorized or delegated

 

official has not been established for this

 

supplier

 

Attachment 3A

 

 

Opioid Treatment Program Personnel – Dispensing

1, 2A1, 3, 12, 13 (optional) and 15 and 6 for

Personnel Identification

the signer if that authorized or delegated

 

official has not been established for this

 

supplier

 

Attachment 3B

 

 

CMS-855B (Rev. 03/2021)

7

SECTION 2: IDENTIFYING INFORMATION

A. SUPPLIER IDENTIFICATION INFORMATION

1. BUSINESS INFORMATION

Legal Business Name as Reported to the Internal Revenue Service

Tax Identification Number (TIN)

Medicare Identification Number (PTAN) (if issued)

National Provider Identifier (NPI)

Other Name (if applicable)

Type of Other Name (if applicable). Check box indicating Type of Other Name:

Former Legal Business Name

Doing Business As Name

Other (Describe):

Business Structure information

Identify how your business is registered with the IRS. (NOTE: If your business is a Federal and/or State government supplier, indicate “Non-Profit” below. In addition, government-owned entities do not need to provide an IRS Form 501(c)(3)).

Proprietary

Non-Profit (Submit IRS Form 501(c)(3) Disregarded Entity (Submit IRS Form 8832)

NOTE: If a checkbox identifying how the business is registered with the IRS is not completed, the supplier will be defaulted to “Proprietary.”

Identify the type of organizational structure of this supplier: (Check one)

Corporation

Limited Liability Company

Partnership

Sole Proprietor

Other (Specify):

Is this supplier an Indian Health Service (IHS) Facility?

Yes

No

 

 

 

2. LICENSE/CERTIFICATION/REGISTRATION INFORMATION

Complete the appropriate subsection(s) below for your supplier type as you will report in section 2B. If no subsection is associated with your supplier type, check the box stating the information is not applicable.

a. Active License Information

License Not Applicable

License Number

Effective Date (mm/dd/yyyy)

State Where Issued

CMS-855B (Rev. 03/2021)

8

SECTION 2: IDENTIFYING INFORMATION (Continued)

b. Active Certification Information

Complete the appropriate subsection(s) below for your supplier type as you will report in section 2B. If no subsection is associated with your supplier type, check the box stating the information is not applicable. *If you are certified by a national entity, put the word “all” in the “State Where Issued” data field.

Certification Not Applicable

Certification Number

Effective Date (mm/dd/yyyy)

State Where Issued*

Certifying Entity (Specialty Board, State, Other)

3. CORRESPONDENCE MAILING ADDRESS

This is the address where correspondence will be sent to the supplier listed in section 2A1 by your designated MAC. This address cannot be a billing agent or agency’s address or a medical management company address.

If you are reporting a change to your Correspondence Mailing Address, check the box below. This will replace any current Correspondence Mailing Address on file.

Change

Effective Date (mm/dd/yyyy):

Attention (optional)

Correspondence Mailing Address Line 1 (P.O. Box or Street Name and Number)

Correspondence Mailing Address Line 2 (Suite, Room, Apt. #, etc.)

City/Town

State

ZIP Code + 4

Telephone Number (if applicable)

Fax Number (if applicable)

E-mail Address (if applicable)

4. MEDICAL RECORD CORRESPONDENCE ADDRESS

This is the address where the medical record correspondence will be sent to the supplier listed in section 2A1 by your designated MAC. This information would be used for any medical record review requests.

Check here if your Medical Record Correspondence Address should be mailed to your Correspondence Address in section 2A3 (above) and skip this section.

If you are reporting a change to your Medical Record Correspondence Address, check the box below. This will replace any current Medical Record Correspondence Address on file.

Change

Effective Date (mm/dd/yyyy):

 

 

 

 

 

 

 

 

 

 

 

 

Attention (optional)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Medical Record Correspondence Mailing Address Line 1

(P.O. Box or Street Name and Number)

 

 

 

 

 

 

 

Medical Record Correspondence Mailing Address Line 2

(Suite, Room, Apt. #, etc.)

 

 

 

 

 

 

 

 

 

 

 

 

City/Town

 

 

 

 

State

 

 

ZIP Code + 4

 

 

 

 

 

 

Telephone Number (if applicable)

Fax Number (if applicable)

 

E-mail Address (if applicable)

 

 

 

 

 

 

 

 

 

CMS-855B (Rev. 03/2021)

9

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