Quarterly credit balance reports no longer required

Effective December 1, 2024, providers are no longer required to submit credit balance reports (PDF) (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.

To clarify, when there are no credits to report, zero-balance certifications are no longer required to be submitted. Part A providers have always had the ability to adjust their claims as overpayments were identified. We encourage providers to continue to do so.

In the event your own adjustments aren’t finalizing to recoup overpayments, please submit the credit balance report for us to manage. When doing so, you must still include the corrected UB-04 with your submission.