How Should I Respond?

An overpayment may be identified and self-reported by a provider via clerfical error reopening or an overpayment, may be discovered by Medicare contractors as part of the claim and reimbursement review process. The key to reporting and repaying overpayments in compliance with Medicare policies is selecting the appropriate form and submitting it to the correct address for processing.

Table of Contents

• What Action Should I Take?
• Complete a Voluntary Refund
• Where Should I Send my Forms and Payments?

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What Action Should I Take?

The left navigation tasks represent each of the overpayment scenarios. Choose the task that applies to your overpayment for full instructions on which forms to complete and how to respond appropriately and in a timely fashion.

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Complete a Voluntary Refund

A voluntary refund and notifications are when you have self-identified that you have been overpaid and you need to refund the excess funds to National Government Services. All checks are made payable to National Government Services.

You may notify National Government Services of overpayments via two ways:

Option 1:

Submit a check with the Part B Overpayment Recovery Unit Voluntary Refund Form. When the claim(s) is adjusted, Medicare will apply the monies to the overpayment.

Option 2:

Submit the Part B Medicare clerical error reopening form. When the claim(s) are adjusted, NGS will create an account receivable and generate a demand letter to you. You will then be able to send in your payment with a copy of the demand letter or request an immediate offset. If your organization is not already set up for immediate offsets, you will need to follow up when you receive the NGS demand letter. For information on requesting an immediate offset, please see Request an Immediate Recoupment.

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Where Should I Send my Forms and Payments?

If your overpayment scenario requires you to complete a form, check the right-hand supporting page content area to locate and download the form. Please select the version of the form that corresponds to your contract/state. To avoid confusion, we have placed all address, lockbox and fax number information on the forms themselves.

If you receive a demand letter from our Overpayment Recovery Unit, the letter will also provide instructions and submission information.

Several of our forms can be submitted electronically. For electronic submissions, you will be asked to designate your applicable contract on the form itself.

Revised 6/26/2023