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Posting Date: 05/04/2021
For First Time Users: Request a User ID and Connection
For First Time Users: Request a User ID and Connection Instructions for accessing PECOS: If you are unsure if you have a user ID, select “Forgot User ID?” from PECOS. Connect to the Identity & Access (I&A) Management [...]
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Posting Date: 12/14/2021
Make Necessary Changes to the Existing Enrollment In PECOS
Make Necessary Changes to the Existing Enrollment In PECOS Instructions for accessing and submitting existing enrollment information in PECOS: Login to PECOS Select My Associates Scroll down under Existing Associates Select “View [...]
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Posting Date: 12/28/2016
Review and Update All Topics
Review and Update All Topics Instructions for making changes to your PECOS enrollment topics: Select the ‘Topic View’ tab and verify information in every topic Note: EFT topic must be completed by: groups suppliers sole owner group [...]
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Posting Date: 11/15/2021
Upload Supporting Documents
Upload Supporting Documents Instructions for PECOS to upload required supporting documentation: Select the ‘Topic View’ tab Select “Required and/or Supporting Documents” Upload documents Mandatory for all provider/supplier types: [...]
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Posting Date: 11/15/2021
Resolve All Errors and Verify Warnings
Resolve All Errors and Verify Warnings Instructions for resolving all errors and warnings: Select the ‘Errors/Warning Check’ Tab. Correct all errors identified and verify any warnings. Related Content Resolving PECOS Common Errors and [...]
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Posting Date: 11/20/2018
Sign and Submit the Application(s)
Sign and Submit the Application(s) In order to send your application, after resolving all errors, you must select “Begin Submission” which is available from any of the tabs (Topic View, Fast Track View, Error/Warning Check). Instructions for [...]
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Posting Date: 06/07/2021
Verify and Manage Signature(s)
Verify and Manage Signature(s) Verify signatures on all application(s) submitted including applications that were “Return for Corrections”, by returning to the enrollment box in PECOS. Important: The reassignments are viewed by selecting [...]
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Posting Date: 09/26/2023
Physicians or Nonphysician Practitioners With/Without Private Practice
Physicians or Nonphysician Practitioners With/Without Private Practice Download CMS-855I. Complete the CMS-855I section 1A by selecting “You are reporting a change to your Medicare enrollment information,” then in section 1B, check all that [...]
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Posting Date: 03/15/2021
Provider Clinics/Group Practices and Other Suppliers
Provider Clinics/Group Practices and Other Suppliers Download CMS-855B. Complete the CMS-855B section 1A by selecting “You are reporting a change to your Medicare enrollment Information,” then in section 1B, check all that apply and [...]
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Posting Date: 11/08/2019
Supporting Documents
Supporting Documents Attach required supporting documentation for individuals or organizations. Submit applicable documents. CMS-588 EFT Authorization Agreement and voided check or bank confirmation letter IRS document confirming your [...]
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Posting Date: 11/12/2021
Supporting Documents
Supporting Documents Attach required supporting documentation for individuals or organizations. Submit applicable documents: CMS-588 Electronic Funds Transfer (EFT) Authorization Agreement and voided check or bank confirmation letter IRS [...]
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Posting Date: 11/12/2021
Electronic Funds Transfer Agreement
Electronic Funds Transfer Agreement Download and complete the CMS-588 Electronic Funds Transfer (EFT) Authorization Agreement. Physicians and nonphysician practitioners who are reassigning all of their payments to another entity are not [...]
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Posting Date: 06/07/2021
Verify and Manage Signature(s)
Verify and Manage Signature(s) Verify signatures on all application(s) submitted including applications that were “Return for Corrections”, by returning to the enrollment box in PECOS. Important: The reassignments are viewed by selecting [...]
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Posting Date: 11/15/2021
Resolve All Errors and Verify Warnings
Resolve All Errors and Verify Warnings Instructions for resolving all errors and warnings: Select the ‘Errors/Warning Check’ Tab. Correct all errors identified and verify any warnings. Related Content: Resolving PECOS [...]
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Posting Date: 11/19/2021
Upload Supporting Documents
Upload Supporting Documents Instructions for PECOS to upload required supporting documentation: Select the ‘Topic View’ tab Select “Required and/or Supporting Documents” Upload documents Mandatory for all provider/supplier types: [...]
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Posting Date: 02/07/2019
Review and Update All Topics
Review and Update All Topics To access PECOS Topics: Select the ‘Topic View’ tab and verify information in every topic Note: EFT topic must be completed by groups, suppliers, incorporated sole owners’ group enrollment and individuals’ [...]
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Posting Date: 04/16/2020
Revalidate Enrollment In PECOS
Revalidate Enrollment In PECOS Instructions for accessing and submitting existing enrollment information in Provider Enrollment, Chain and Ownership System (PECOS): Login to PECOS Select My Associates Scroll down under Existing Associates [...]
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Posting Date: 05/04/2021
For First Time Users: Request a User ID and Connection
For First Time Users: Request a User ID and Connection Instructions for accessing PECOS: If you are unsure if you have a user ID, select “Forgot User ID?” from PECOS. Connect to the Identity & Access (I&A) Management [...]
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Posting Date: 04/08/2021
Report Changes to your Enrollment Records
Report Changes to your Enrollment Records You must report changes of information in your Medicare enrollment records within 30 days for: Change(s) in ownership or control, including changes in authorized officials(s) Change(s) in practice [...]
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Posting Date: 06/10/2019
Terminating (Dissolving) Practice and/or Retiring
Terminating (Dissolving) Practice and/or Retiring Terminating Sole-Owned or Sole-Proprietor Practice and Retiring Download CMS-855I. Complete sections 1A, 2A, 13 and 15B (update addresses in 2D, 2E, 4B, 4C). Terminating Practice ONLY [...]
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Posting Date: 10/24/2019
Ordering and Referring Provider
Ordering and Referring Provider Download CMS-855O. Complete section 1A and follow instructions. Reviewed 7/29/2024
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Posting Date: 04/14/2022
View Existing Medicare ID (PTAN) in PECOS and Effective/End Dates for Reassignment
View Existing Medicare ID (PTAN) in PECOS and Effective/End Dates for Reassignment Important: If you recently submitted an application to request a PTAN, please verify the approval letter was received prior to submission of claims. Log into [...]
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Posting Date: 12/22/2018
Legal Business Name Match
Legal Business Name Match Medicare enrollment success starts with you. It is vital that any time you are asked to supply your LBN or legal name, you indicate the name exactly as it appears at the IRS or the Social Security Administration [...]
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Posting Date: 12/11/2019
Participating Status on Provider Enrollment Approval Letters
Participating Status on Provider Enrollment Approval Letters If the Medicare Participating Physician or Supplier Agreement (CMS-460) is not submitted during initial enrollment or during the annual participation open enrollment period, the [...]
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Posting Date: 02/01/2021
Instructions for Unfinished PECOS Enrollment Application(s)
Instructions for Unfinished PECOS Enrollment Application(s) Table of Contents Instructions for Unfinished PECOS Enrollment Application(s) Instructions For Unfinished PECOS Applications Instructions For Application Status “Pending [...]
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Posting Date: 06/03/2021
PECOS Correct and Resubmit Application Instructions
PECOS Correct and Resubmit Application Instructions Login to PECOS and select the following: My Associates View Enrollment for applicable enrollment under Existing Associates Correct and Resubmit for [...]
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Posting Date: 05/04/2021
Provider Enrollment Application Process Timeline
Provider Enrollment Application Process Timeline All MACs, including National Governments Services, have a goal to finalize an Internet-based PECOS application within 15 days and a CMS-855 paper application within 30 days, if all required [...]
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Posting Date: 07/27/2020
PECOS Application Status Tool
PECOS Application Status Tool The status of your application is indicated by the step that is highlighted. If an application fee is required, an additional step will be added and the system will generate 5 steps. Your application was [...]
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Posting Date: 01/08/2019
Information for Physicians Who Refuse to Enroll, Opt-Out of the Medicare Program, or Submit Claims to Medicare
Information for Physicians Who Refuse to Enroll, Opt-Out of the Medicare Program, or Submit Claims to Medicare We have received inquiries asking whether physicians may refuse to enroll in Medicare and refuse to submit claims to Medicare when [...]
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Posting Date: 03/15/2024
Revalidation Application Checklist
Revalidation Application Checklist Use the Revalidation Application Checklist to assist when revalidating your enrollment information. The general checklist will allow you to understand requirements while the PECOS and CMS-855 paper checklist [...]
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Posting Date: 04/26/2019
Issues with Medicare Beneficiary Submitted Claims - We Need Your Help
Issues with Medicare Beneficiary Submitted Claims ‒ We Need Your Help Table of Contents Issues with Medicare Beneficiary Submitted Claims ‒ We Need Your Help Summary of Beneficiary Submitted Claims Related Content NGS Provider [...]
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Posting Date: 08/08/2023
Introducing PECOS 2.0
Introducing PECOS 2.0 PECOS 2.0 will make the Medicare enrollment and revalidation processes faster and more efficient. For more information, visit Introducing PECOS 2.0. Revised 7/29/2024
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Posting Date: 03/08/2021
Understanding Authorized Official and Delegated Official Roles
Understanding Authorized Official and Delegated Official Roles Table of Contents Understanding Authorized Official and Delegated Official Roles Medicare Enrollment Records CMS Identity and Access Management System [Return to Top] [...]
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Posting Date: 11/15/2021
Change of Tax ID Instructions and Forms
Change of Tax ID Instructions and Forms Table of Contents Certified Providers and Certain Other Suppliers Clinics/Group Practices Sole Owner/Sole Proprietor Effective Dates When Changing a Tax ID For Clinics/Group Practices [Return [...]
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Posting Date: 08/27/2021
Ordering and Referring Points of Interest
Ordering and Referring Points of Interest Per MLN SE18008, MACs will process CMS Form-855O provider enrollment applications submitted for unlicensed residents if the application submission includes either: A residency contract signed and [...]
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Posting Date: 09/26/2023
Adding or Terminating a Reassignment to an Established Group
Adding or Terminating a Reassignment to an Established Group Table of Contents Adding Reassignment Terminating Reassignment (By Individual) Terminating Reassignment (By Organization) Terminating Physician Assistant Employment Arrangement [...]
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Posting Date: 03/12/2019
CMS-855I Completion Tips for Managing Employee Information in Section 6
CMS-855I Completion Tips for Managing Employee Information in Section 6 Table of Contents Section 6: Managing Employee Information Instructions for Completing Section 6 Section 6A ‒ Managing Employee Identifying Information Section [...]
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Posting Date: 04/16/2019
CMS-855I Completion Tips for Physicians and NPPs that Reassign All Benefits Revalidation Application
CMS-855I Completion Tips for Physicians and NPPs that Reassign All Benefits Revalidation Application Follow the instructions printed on the CMS-855I application and refer to this list of sections required for revalidation. Sections [...]
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Posting Date: 07/30/2019
CMS-855O Completion Tips for Physicians or Eligible Professionals for the Sole Purpose of Ordering, Certifying or Prescribing Part D Drugs
CMS-855O Completion Tips for Physicians or Eligible Professionals for the Sole Purpose of Ordering, Certifying or Prescribing Part D Drugs CMS-855O is a national enrollment; providers who relocate to another state are not required to disenroll [...]
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Posting Date: 02/18/2021
CMS-855B Completion Tips for Clinics/Group Practices and Other Suppliers Revalidation Application
CMS-855B Completion Tips for Clinics/Group Practices and Other Suppliers Revalidation Application Follow the instructions printed on the CMS-855B application and refer to this list of sections required for revalidation. Section [...]
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