New Ownership Reporting Requirements for CMS-855A
This file outlines the new ownership reporting requirements for providers using Form CMS-855A. It includes details about private equity company and real estate investment trust ownership. Providers must understand the new definitions and reporting guidelines to ensure compliance.
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How do I fill this out?
To fill out this form, start by gathering all necessary ownership information. Next, locate the new checkboxes for PEC and REIT on the revised form. Finally, ensure all sections are completed accurately before submitting the form.

How to fill out the New Ownership Reporting Requirements for CMS-855A?
1
Gather necessary ownership information.
2
Locate PEC and REIT checkboxes in the revised form.
3
Complete all required sections accurately.
4
Ensure the form is signed where necessary.
5
Submit the revised form before the deadline.
Who needs the New Ownership Reporting Requirements for CMS-855A?
1
Institutional providers enrolled in Medicare must report ownership.
2
Community Mental Health Centers are required to disclose ownership.
3
Hospitals must submit ownership details to comply with regulations.
4
Skilled Nursing Facilities need to provide accurate ownership information.
5
Federally Qualified Health Centers are required to report ownership stakes.
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What are the instructions for submitting this form?
To submit Form CMS-855A, email completed forms to the designated Medicare Administrative Contractor (MAC). You can also submit via fax to the specific MAC number provided in the guidelines. If submitting physically, mail to the address listed on the form, ensuring it's sent before the deadlines for valid submission.
What are the important dates for this form in 2024 and 2025?
The revised 09/23 version of Form CMS-855A will be accepted starting November 17, 2023. The previous 07/11 version can be submitted until December 17, 2023. Post this date, only the new form will be valid.

What is the purpose of this form?
The purpose of this form is to ensure transparency in ownership reporting for Medicare providers. It aims to capture vital information about ownership shares held by private equity companies and real estate investment trusts. Understanding this form is crucial for maintaining compliance and ensuring continued enrollment in Medicare programs.

Tell me about this form and its components and fields line-by-line.

- 1. Provider Information: Identifies the provider submitting the form.
- 2. Ownership Details: Captures information about ownership shares and percentages.
- 3. PEC and REIT Disclosures: Specific sections for disclosing ownership in private equity and real estate investments.
What happens if I fail to submit this form?
Failing to submit this form can result in non-compliance with Medicare regulations. Providers may face penalties or enrollment issues if ownership details are not accurately reported.
- Non-Compliance Penalties: Providers may incur financial penalties for failing to report ownership accurately.
- Enrollment Issues: Inaccurate reporting can lead to problems with Medicare enrollment status.
How do I know when to use this form?

- 1. Changes in Ownership: Report any alterations in the ownership structure of your entity.
- 2. Initial Enrollment: Required when enrolling a facility in Medicare programs.
Frequently Asked Questions
What are the new ownership reporting requirements?
The new requirements involve submitting ownership details related to private equity companies and real estate investment trusts.
How do I fill out Form CMS-855A?
Start by gathering ownership information, complete the new sections, and then submit the form accurately.
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Absolutely! You can modify your PDF files comfortably using our editing tools.
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Simply access the signing feature and add your signature directly to the document.
How can I share my PDF after editing?
Use our share functionality to distribute your edited documents easily.
What if I miss the submission deadline?
Late submissions will be returned for correction; ensure timely submission to avoid complications.
Is there guidance for new users?
Welcome! Our platform offers intuitive steps for editing, signing, and sharing PDFs easily.
Where can I find the revised CMS-855A form?
The updated form is available on the CMS website and through PrintFriendly.
Can I download the edited PDF?
Yes, once you finish editing, you can easily download your modified PDF file.
Is it necessary to report REIT ownership?
Yes, all providers must comply with the new reporting rules regarding REITs.
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