Learning about MSAs

WCMSA Helpful Hints – Part 8 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*

  • Provide the items noted in the WCMSA Reference Guide, Appendix 5 (Sample Submission). You may send in whatever you believe is necessary and helpful and it will be reviewed; however, in most cases, the only medical records needed are the initial report of injury, records related to major surgeries, and medical records for the last two years of treatment for the work injury.
  • If you are planning to send in over 200 pages of information or more than two years of medical records, you may call the WCRC to discuss whether this is needed.
  • Do not resubmit previously submitted documents unless you have confirmed they were not received. If you are unsure what is needed, call the WCRC to discuss.

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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