Credit Balance Status tool instructions
Effective December 1, 2024, providers are no longer required to submit Credit Balance Reports (CMS-838) on a quarterly basis. You're still required to report self-identified overpayments, but you should only use a Credit Balance Report when they occur.
For submissions with a credit balance, please allow 10 business days, before checking status.
Steps / Help
- PTAN - Enter your PTAN (5-6 characters)
- Quarter end date – Select or key in the quarter END date in using MM/DD/YYYY format.
- Click Search.
Results
Each result will provide:
- Plan (Part A or B)
- Total credit balance amount
- Received date
- Status (open or closed)
Click Clear to conduct a new search.
If no results are found, please review your submission for errors. Make any corrections and refax your submission to 904-361-0359. If you are still unable to find results, please contact JNcreditbalanceinquiries@fcso.com.
Proceed with your Credit Balance status inquiry.
Note: This tool will open in a new window.