Credit balance reporting

Credit balance status tool

View details and instructions on this tool which allows you to check credit balance status using just your PTAN and a calendar date.

Already familiar with the tool? View status now.

News and resources

• Quarterly credit balance reports no longer required
• CMS-838 Credit Balance form
• How to complete CMS-838 credit balance reports
• Understanding the credit balance report

Submission methods

Unless paying by check, ALL providers should submit their credit balance report via fax: 904-361-0359 or through SPOT’s secure documentation feature. Not a SPOT user? Learn more and register today.

Only when providers are repaying the credit balance by check, the check and supporting documentation should be mailed to:

First Coast Service Options
Attn: Cashier
P.O. Box 3162
Mechanicsburg, PA 17055-1837