CMS has summarized its policies in a handy, easy to understand reference guide. It is organized by topic and is updated periodically. The April 2021 version is available here. If you have questions, concerning the interpretation and implementation of CMS policy, we are glad to assist you.
DownloadThis 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.
DownloadThese 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.
DownloadThese 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.
DownloadThese 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.
DownloadThe 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.
DownloadAmends titles XVIII, XIX, and XXI of the Social Security Act to extend provisions under the Medicare, Medicaid and SCHIP programs.
DownloadThe 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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