US · guidance
CMS Pub. 100-04, ch. 27, § 40.2
Social Security Administration (SSA) Involvement
SSA maintains the Master Beneficiary Record (MBR) from which the Health Insurance
(HI) Master Record is established. The CWF's eligibility record is accreted from this HI
Master Record. The HI Master Record is updated periodically from a variety of sources,
including the MBR, and in turn updates the Host maintaining the CWF record. However,
errors occur where the MBR fails to correctly update the HI Master Record or where the
HI Master Record fails to correctly update the CWF record.
If the problem is caused by difficulties in determining the beneficiary's correct
entitlement status, the A/B MAC or DME MAC must request assistance of the SSO. The
SSO is responsible for processing the case. Examples of situations covered by this
procedure are:
• Problems involving Railroad Retirement Board (RRB) jurisdiction, i.e., the RRB
has jurisdiction of the beneficiary's Medicare, and the claim was erroneously
referred to the area A/B MAC (B);
• Evidence that a beneficiary has utilization under more than one health insurance
claim number (HICN), but the MAC is not aware of any cross-reference action
taken by CMS; or
• Assistance is needed to obtain or verify a beneficiary's name and/or MBI. (See
specific procedures in §20.3.3.6 under disposition code 55.)
In the event the SSO is unable to resolve the entitlement problem, e.g., a disposition code
55 is received after SSA verified the beneficiary's name and/or MBI, the MAC requests
assistance from the RO. It includes complete details of the nature of the problem and a
description of its efforts to resolve it.
History
(Rev. 4009, Issued: 03-23-18, Effective: 04-23-18, Implementation: 04-23-18)
Provenance
- Source
- cms.gov
- Retrieved
- 2026-08-25
- Edition
- iom-2026-08-25
- Content hash
a18fe85728ce60a87cf6c1de1bfc98dd8fd1de4906fe87ee7343cd4b41a6551d
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