Learning about MSAs

WCMSA Helpful Hints – Part 4 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*

  • Submit an all-inclusive carrier payments history (containing all medical, indemnity, and expense payments made) dated within the last six months prior to submission or re-opening. The document must show all payments made by the carrier and include payment date, payee, date of service, and payment amount for at least the last two years of treatment. A payment history must be provided, even if the submitter is requesting that zero funds be set aside. If the carrier did not make any payments under one of the categories, the payment history should show “0” payments.
  • If the carrier’s payment history typically does not show the run date, please provide a letter from the carrier or its attorney stating the run date.
  • If the carrier made no payments for medical, indemnity, or expenses and did not set up settlement reserves for the claim, a letter from the carrier or its attorney explaining why there is no printable payment history is required.

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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