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Part D Sponsor Implementation Guidance—Automated TrOOP Balance Transfer

Guidance for Part D Plan Sponsors announcing a change to the process for transferring beneficiary true out-of-pocket (TrOOP) costs and gross covered drug spending data between Part D Plans, if a beneficiary disenrolls and re-enrolls before the end of the coverage year. The current manual process is being replaced by the automated Financial Information Reporting (FIR) transaction standard. Sponsors must complete system testing and be prepared to respond to transactions for 2009 enrollees on January 1, 2009.

Download the Guidance Document

Final

Issued by: Centers for Medicare & Medicaid Services (CMS)

Issue Date: October 20, 2008

DISCLAIMER: The contents of this database lack the force and effect of law, except as authorized by law (including Medicare Advantage Rate Announcements and Advance Notices) or as specifically incorporated into a contract. The Department may not cite, use, or rely on any guidance that is not posted on the guidance repository, except to establish historical facts.