Helpful Tips

Resolving PECOS Common Errors and Warnings

Table of Contents

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Error/Warning

  • Error indicated, correct all topic errors
  • Warning indicated, verify information for accuracy
PECOS Topic Description/Resolution
Address Verification Description: All addresses will be verified by the USPS
   
USPS Requirements:
  • ZIP + 4
  • Shortened version street (ST), avenue (AVE), road (RD), etc.
Note: If you select an address that is not verified by USPS, identify reason for your selection in the comment box.
Note: Topic summary view will show all letters capitalized.
Personal Information Description: Personal information is required
  • Full Legal Name as indicated on the social security card
    • HINT: NPPES Registry name must match
Organizational Information Description: Organizational Information is required
Individual Control (Individual Enrollment) Description: Individual control is required
  • Click on link “Individual control”
  • Answer “NO” in that section
Individual Control (Organization Enrollment) Description: Individual control is required Understanding Authorized Official and Delegated Official Roles​​​​

Sole Owner Only Having Individual Control
  • Click on link “Individual control”
  • Select “Add Information” (if individual not listed) or “Edit” (if corrections needed)
  • Enter or verify the individual’s information
    • SSN
    • Birth Place (don't forget to select “Apply”)
  • Select the roles and state effective date “must have at least 5% ownership and managing control, either W-2 or contracted”
  • Final Legal Adverse: yes or no
  • Question: Is this the Authorized and/or Delegated Official – answer “AO” enter telephone number and effective date
Authorized Official (AO)
  • Click link “Individual control”
  • Select “Add Information” (if individual not listed) or “Edit” (if corrections needed)
  • Enter or verify the individual’s information
    • SSN
    • Birth Place (don’t forget to select “Apply”)
  • Select the role(s) and state effective date ‒ must indicate at least one: 5% ownership, partner or director/officer
  • Select if applicable, managing control, either W-2 or contracted
  • Final Legal Adverse: yes or no
  • Question: Is this the Authorized and/or Delegated Official – answer “AO” enter telephone number and effective date
Delegated Official (DO)
  • Click link “Individual control”
  • Select “Add Information” (if individual not listed) or “Edit” (if corrections needed)
  • Enter or verify the individual’s information
    • SSN
    • Birth Place (don’t forget to select “Apply”)
  • Select the role(s) and state effective date - must indicate at least one role
  • Final Legal Adverse: yes or no
  • Question: Is this the Authorized and/or Delegated Official – answer “DO” enter telephone number and effective date, state if W-2 employee
Individual control other than AO or DO
  • Click link “Individual control”
  • Select “Add Information” (if individual not listed) or “Edit” (if corrections needed)
  • Enter or verify the individual’s information
    • SSN
    • Birth Place (don’t forget to select “Apply”)
  • Select the role(s) and state effective date
  • Final Legal Adverse: yes or no
  • Question: Is this the Authorized and/or Delegated Official – answer “NEITHER AO or DO”
Note: All billing entities (NPI TYPE 2) must have one managing control individual indicated in the section, marked with either (w-2 or contracted)
Reassignment (Error) (Individual Enrollment)

Reassignment (Warning) (Individual Enrollment) (primary/secondary location not required)		 Description: Reassignment/Primary Practice Location is required
  • Click on link “Reassignment”
  • Select a primary practice location
  • Select Save
Physical Location (Individual or Organization Enrollment) Description: Read Error Description

Practice location or Reassignment is needed
  • Sole proprietor using SSN or EIN, add all practice locations
  • Reassigning benefits add reassignment connection information
Only one IRS 575 allowed
  • Question appears under Claim Information:
    • Is the CP-575 Legal Business Name “XXX” the name printed on the NPPES Validation Letter?
      Only select one primary NPI as the IRS 575 for the enrollment.
Primary Practice Location Designation
  • Select only one practice location to be identified as primary practice location
Practice location is needed (but a location is indicated)
  • “Add information” for the practice location again
Note: If practice location has moved. First select “DELETE” under the old address location and enter end date, then select “Add Information” to identify the new location information and start date.
Geographic Location Description: Geographic Location is required
  • Mobile/Portable Facility enter service area(s)
Note: If not a mobile/portable facility, return to “Physical Location and Special Payment Address” topic view and change selection to “practice location only” for each location listed.
EFT (Individual or Organization Enrollment) Description: EFT Information is required
  • Go to the “Topic View” tab
  • Find “Electronic Funds Transfer” topic
  • Do you have EFT to report? Answer Yes and select Add Information
  • Enter all EFT information. Don’t forget to check the type of account.
**Upload (PDF or TIFF) Supporting Documentation ‒ a copy of a voided check or bank confirmation letter confirming your account and routing number in the name of the LBN.

Reminder: Verify EFT information is present on individual sole proprietor or group enrollments.
Required and/or Supporting Documentation (Upload a voided check, license, diploma, CMS-460, etc.) Description: Do you wish to upload supporting documentation?
  • Click on the error link “Required and/or Supporting Documentation”
  • Select yes or no
    • IF YES ‒ follow instruction to upload an attachment (must scan and save document as a PDF or TIFF), verify attached document
    • IF NO ‒ select NO
Participating Agreement, if applicable

Only for initial application(s) or during Open Enrollment period, upload the signed and dated CMS-460 form

Do not upload the Certification Statement or EFT CMS-588 form under this topic
  • Enter EFT information under EFT topic, if applicable
  • All paper Certification Statements, including EFT should only be uploaded (PDF or TIFF) in the Manage Signature section
Note: Refer to the appropriate provider/supplier type eligibility and requirements in the Code of Federal Regulations Title 42, Chapter IV, Subchapter B for all documentation needed.

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PECOS Reference Guide and Help Desk Information

  • EUS Help Desk: 866-484-8049
  • Identity & Access System Quick Reference Guide
    • How to Reset a Forgotten Password or Forgotten User ID
      • Forgotten Password or Account Locked due to Invalid Password Attempts (page 19)
      • Retrieve Forgotten User ID (page 23)
      • Logging into I&A with Multi-Factor Authentication (page 24) or MFA Locked (page 29)
    • Register as an Authorized Official/Access Manager or Staff End User for your employer (page 31)
    • How to Setup Your Account if you are a Sole Owner (NPI: Type I and Type II) (page 38)
    • How to Initiate a Connection (Surrogate) Request to a Provider (page 40)
    • How to Manage your Employees and Their Access (page 58)
    • How to Invite a Staff User, if you are an individual provider or have the ROLE as an authorized/access manager of the group in the I&A system (page 65)

Reviewed 7/29/2024