Wisconsin Association of Worker's Compensation Attorneys, Inc.  
  

 

 

Medicare Set-Asides

Worker's Compensation
Medicare Set-Aside Arrangements
(WCMSAs) Under the
Medicare Secondary Payer
(MSP) Statute
 


12.   Which party in a WC claim is responsible
for obtaining CMS approval of an MSA?


12.   Which party in a WC claim is responsible for obtaining CMS approval of an MSA?

Either party can obtain approval of a Medicare Set-aside (MSA) from the Centers for Medicare and Medicare Services (CMS).  Approximately eighty percent, however, are processed by the employer/defendants.

Some states have different “customs” for the handling of MSAs.  In Michigan, for example, the claimant usually handles the MSA.  The opposite is true in Georgia.

There is one particular problem with the MSA process that needs to be addressed.  When one party (or its representative) submits an MSA proposal to CMS, that party is designated as the “submitter” by CMS.  No one but the submitter is allowed to communicate with CMS about the MSA proposal or the status of the MSA.  This is true even if the employer has submitted the MSA and the employee contacts CMS about the status of the MSA. In such a case, CMS will not speak to the employee even though he/she is the Medicare beneficiary that is affected by the MSA.

Please keep this in mind before any agreement is made about which party is going to submit an MSA to CMS.

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All of the content was prepared by Michael R. Merlino II, an attorney in Georgia who focuses on his practice primarily on MSAs.  He prepares MSAs for many large self-insureds and insurance companies. If you have questions, he can be contacted at 770-374-3697 or mmerlino@gmail.com.  He also has a website devoted to MSAs, which is updated frequently:  www.wcmsainfo.com  

© 2007 Wisconsin Association of Worker’s Compensation Attorneys, Inc, and Michael R. Merlino II. All rights reserved.


This page was last updated on October 08, 2007.