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US · guidance

CMS Pub. 100-06, ch. 3, § 170.8

Informal Referral to RO

activein force · 2026-08-25 – presentas-observed

For Medicare overpayment purposes a referral is a request to the Regional Office for assistance in an

overpayment. This may be for a waiver determination, a termination request, a request for technical

assistance, a referral to the Department of Justice, or any other aspect of the debt collection process. The

referral may be in the form of an email, phone, fax, or written correspondence. Any referral to the RO

should occur before the debt is eligible to be referred to the Department of Treasury. If changes occur to

the debt during the referral process, the FI/Carrier should immediately notify the RO.

Attachment A, located after the bankruptcy section, includes a referral checklist that FI/Carrier’s should

utilize if necessary.

History

(Rev. 29, 01-02-04)

Provenance

Source
cms.gov
Retrieved
2026-08-25
Edition
iom-2026-08-25
Content hash
eb2df56792f4689785d82ec8d017c5a3dd830d9e5a78c719edab525292a50be6
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