An overpayment occurs when funds have been paid to a provider in excess of the amount due and payable by Medicare.

Overpayments are either communicated to the provider by Palmetto GBA with the use of a Demand Letter or self-reported by the provider. To be in compliance with Medicare policies for reporting and repaying overpayments, selecting the appropriate repayment method for each situation is critical.

The CMS guidelines governing these processes can be found on the CMS website under:
  • Publication 100-05 – Medicare Secondary Payer Manual
  • Publication 100-06 – Medicare Financial Management Manual, Chapters 3, 4, 5, and 12
Things to Consider When Determining Payment Method
  • Appropriate form to use
  • Timeliness of when payment must be made
  • Benefits of submitting payment by eCheck using Palmetto GBA’s eServices

Form and Payment Submission
Is the overpayment MSP or Non MSP related? Has a demand letter been issued or is the overpayment being voluntarily sent in to Palmetto GBA? The answer to these will determine which form, if necessary, should be completed and sent.

For provider convenience, payment and contact/address information (where to send form) is included on each applicable form. Palmetto GBA strongly recommends using Palmetto GBA’s eServices portal whenever possible. Providers can electronically submit payments and other requests along with PDF attachments online. For more information, please review the Financial Tools Section in the eServices User Manual (PDF, 7.79 MB)

Palmetto GBA is committed to helping providers understand the options available to them when an overpayment situation occurs. For more information and the options available to you, please select the link below that best fits your situation.

Latest Articles

of 1see 25 | see 50 | see 100       

COVID-19 Accelerated Payment Hotline FAQs 04/28/2020
Accelerated/Advance Payments Related to COVID-19 04/06/2020
COVID-19 Accelerated/Advance Payment Request 04/06/2020
Accelerated/Advance Payment Request Form 04/03/2020
COVID-19 Accelerated Payment Hotline FAQs 04/02/2020
Medicare Advantage (MA) Plan Overpayments - Frequently Asked Questions (FAQ) 02/21/2020
Refunds and Overpayment Module Open in New Window12/17/2019
Satisfying an Overpayment through Offset Module Open in New Window12/17/2019
Phase II Timely Filing Waiver (TFW) Demand Letters 11/27/2019
Medicare Advantage (MA) Plan Overpayments: Update 11/11/2019
Medicare Secondary Payer (MSP) Overpayments 10/09/2019
Submit a Voluntary Refund 10/09/2019
Affiliated Providers and the Recoupment Process 03/28/2019
Finance and Accounting Training Modules 03/28/2019
I Have a Recoupment Question 03/28/2019
I Have Determined I Have Been Overpaid 03/28/2019
I Received a Demand Letter for an Overpayment 03/28/2019
I Would Like a Copy of a First Demand Letter 03/28/2019
Limitations on the Recoupment of Medicare Overpayments Web-Based Training Open in New Window03/28/2019
Making a Payment 03/28/2019
Medicare Secondary Payer Inquiry Form 03/28/2019
Overpayment Demand Letters Available in eServices 03/28/2019
Reconciling Refund Amounts to Patient Accounts 03/28/2019
Requesting an Extended Repayment Schedule (ERS) 03/28/2019
Requesting Immediate Offset 03/28/2019
Submitting a Rebuttal 03/28/2019
The Standard Recoupment Process 03/28/2019
Voluntary Refunds - Jurisdiction JJ 03/28/2019
Appealing an Overpayment Subject to Limitation on Recoupment 03/22/2019
Overpayment Interest Rates 03/22/2019
Translating Demand Letter Invoice Numbers 03/22/2019

Contact Palmetto GBA JJ Part A Medicare

Provider Contact Center: 877-567-7271

Email JJ Part A

Contact a specific JJ Part A department

Click to Chat Now