DOCUMENTS

CMS WCMSA Reference Guide

CMS has summarized its policies in a handy, easy to understand reference guide. It is organized by topic and is updated periodically. The January, 2015 version is available here. If you have questions, concerning the interpretation and implementation of CMS policy, we are glad to assist you.

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WCMSA Self-Administration Toolkit

This toolkit, published by CMS, answers questions about how to appropriately administer MSAs. We recommend making this available to all claimants who will self-administer MSAs. If you have questions, we are glad to assist you.

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Self-Administration Instructions from CMS for Structured WCMSA

These instructions are provided by CMS with decision letters issued upon completion of CMS review and approval of MSAs that meet the review thresholds. They provide useful information regarding establishment and administration of self-administered, structured MSA accounts.

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Self-Administration Instructions from CMS for Lump Sum WCMSA

These instructions are provided by CMS with decision letters issued upon completion of CMS review and approval of MSAs that meet the review thresholds. They provide useful information regarding establishment and administration of self-administered, lump sum MSA accounts.

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Self-Administration Recommendations for LMSA

‚ÄčThese recommended instructions for administering LMSA accounts are based upon those issued by CMS for WCMSA accounts. We have adapted them for use with LMSA accounts established as part of liability settlements.

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Code of Federal Regulations

The Code of Federal Regulations (CFR) includes general and permanent rules published in the Federal Register by the executive departments and agencies of the Federal Government. Published Feb. 22, 2008.

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Medicare, Medicaid and SCHIP Extension Act of 2007

Amends titles XVIII, XIX, and XXI of the Social Security Act to extend provisions under the Medicare, Medicaid and SCHIP programs.

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Medicare & You 2015 Handbook

The official U.S. government Medicare handbook includes an updated summary of Medicare benefits, coverage options, rights and protections, and answers to the most frequently asked questions about Medicare.

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Life Tables for MSAs

The Life Tables used by CMS.

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