Pre-Allocation Consultation ... $250.00 to $1,000.00
Don’t quite yet understand all of the ins and outs of MSAs,
when or how to take Medicare’s interests into account, the
things that are taken into consideration when putting an
MSA allocation together, getting the MSA approved by
CMS, or what a professional administrator is able to do and not do? If this is the case, the Center can come to you and educate you and your staff on all of these components of MSAs. The Center can also attend mediations, settlement conferences, or other meetings where our services and information can be of value to you and your client.
One hour meetings, conferences, mediations, or presentations…………….....$250.00
Half day conferences, mediations, or presentations………………....…………..$500.00
Full day conferences, mediations, or presentations …………………...………$1,000.00

Medicare Set-Aside Allocation*… $2,500.00 to $3,500.00
The Center will evaluate and determine the need for a MSA, collect and review medical records, life expectancy information, project costs of future Medicare approved medical treatment related to the claimed injury, and recommend an appropriate MSA allocation.
Minor injuries and sprains MSA allocations ………………………........………$2,500.00
Standard trauma and chronic pain MSA allocations ……………….......……..$3,000.00
Complex and catastrophic injury MSA allocations ………………….........……$3,500.00

CMS Submission and Approval Services**… $1,500.00
The Center will submit to CMS consent forms, rated age/life expectancy information, medical records and payout history, proposed future treatment allocation, proposed or agreed upon settlement agreement or court order, and attestation of self-administration or name of the professional administrator.

Post CMS Approval Self-Administration Counseling … $1,000.00 Annually
Upon CMS approval of the MSA, The Center will assist and counsel the requesting party with questions and information pertaining to the requirements and responsibilities of self-administering the MSA allocation for 1 year from date of CMS approval of the MSA. Extended 3 year, 5 year, and 10 year plans are also available upon request.

Professional Administration Services … $2,000.00 Set Up/$1,000.00 Annually
Upon account set up, The Center will assume responsibility for all transactions of the MSA, including verification of Medicare approved medical services related to the claimed injury, payment of approved medical care and treatment per the correct fee schedule, and CMS annual accounting and exhaustion accounting reporting of all expenditures and deposits.

* The duty to set aside funds for future care exists whenever the injured party is receiving Medicare or there is a reasonable expectation that the injured party will begin receiving Medicare within 30 months of the settlement. Reasonable expectation of receiving Medicare exists when the injured party: 1) has applied for Social Security Disability (SSD); 2) has been denied SSD but has, or plans to, re-file or appeal; 3) is older than 62 years and 6 months and will therefore turn age 65 within 30 months; or 4) has End Stage Renal Disease.
** In workers’ compensation cases CMS’ approval of a MSA is required when the injured party is a Medicare beneficiary and the settlement is over $25,000; or when the claimant is reasonably expected to receive Medicare within 30 months of the settlement and the settlement is over $250,000. Although in liability cases, CMS has indicated that approved Medicare set aside arrangements are also appropriate, no such thresholds have been provided thereby creating uncertainty at this time as to whether CMS will review liability MSAs; and if so, whether the same/different criteria will be established.