Filing checklist
Before preparing Form CMS 460 (CMS 460), verify the identity of the form and gather the records the instructions call for.
- Confirm the CMS form number, revision date, and program before completing the PDF.
- Review Medicare, Medicaid, provider, plan, or beneficiary instructions for where to submit the form.
- Confirm patient, member, provider, claim, policy, authorization, and date-of-service details against source records.
- Attach required consent, release, medical record, billing, prescription, or benefits documents.
- Review privacy-sensitive fields before sharing the completed form.