Learning about MSAs

WCMSA Helpful Hints – Part 2 of 10

Submitting a Workers’ Compensation Medicare Set-Aside Allocation (WCMSA) is simpler in theory than in practice. Below is a common error often made when submitting a WCMSA to the Centers for Medicare & Medicaid Services (CMS), as well as some helpful hints to avoid the error. If you need more information or further help with settling claims or setting up a Medicare Set-Aside for a client, call 855.931.3003 or fill out the form.




Helpful Hint*

  • Include First Report of Injury and records of major surgeries. For hospitalizations, provide the History & Physical, discharge summary, and operative reports.
  • Be sure to include medical records for the last two years of treatment, even if the submitter is requesting that zero funds be set aside.
  • Please do not send voluminous medical records that exceed the last two years of the claimant’s treatment (whether calendar or not).


Don’t take unnecessary risks during settlement! Protect your clients’ Medicare benefits with a MSA.  To get started or even if you just have questions about a particular case you’re working on, contact Medivest at 855.931.3003 or fill out the form.


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