TL;DR — The CMS-855B enrolls a group practice or organization as a Medicare billing entity. It covers the organization only: each provider inside the group still needs their own CMS-855I enrollment plus a CMS-855R reassignment linking them to the group. Plan 2–3 hours to complete and 60–90 days of processing. The CMS-855B enrolls organizations and group practices in Medicare as billing entities. If your practice bills Medicare under a group or organizational NPI — rather than under each individual provider’s NPI separately — you need the CMS-855B.
This is the organization’s enrollment, distinct from the individual providers within it. Individual providers within the group still need their own CMS-855I and must file a CMS-855R to reassign their benefits to the organization. The CMS-855B handles the organization itself.
Who needs the CMS-855B
Your organization needs the CMS-855B if it is:
- A physician group practice (two or more physicians billing under a shared group NPI)
- A clinic or multi-specialty practice
- A non-physician practitioner (NPP) organization (e.g., an NP group, PA group, therapy practice)
- A physical therapy, occupational therapy, or speech-language pathology practice (organization level)
- A mental health group practice
- A chiropractic organization
- Any other non-institutional, non-DMEPOS organization seeking Medicare billing privileges
CMS-855B is not used for:
- Individual providers billing under their own NPI (use CMS-855I)
- Hospitals, SNFs, HHAs, hospices (use CMS-855A)
- DMEPOS suppliers (use CMS-855S)
Before you file: prerequisites
- Active Type 2 NPI for the organization. The organization’s Type 2 NPI must be assigned in NPPES with the correct legal business name and taxonomy. Type 2 NPI guide →
- Legal business structure. Have your EIN (Employer Identification Number) and legal business name ready. Both must match IRS records exactly.
- At least one individually enrolled provider. At least one individual provider must be enrolled (or simultaneously enrolling) via CMS-855I, and must file a CMS-855R to reassign benefits to this organization.
- Physical practice location(s). CMS requires a physical, non-P.O. Box address for each practice location.
- Authorized official. An individual with legal authority to bind the organization must sign. For corporations, this is typically the CEO, CFO, president, or a managing partner.
Step-by-step: Filing via PECOS (recommended)
Step 1: Log in to PECOS pecos.cms.hhs.gov — use your organization’s I&A account. The I&A account for the organization is separate from individual provider I&A accounts. Creating a PECOS account →
Step 2: Start an organization enrollment Select “Organization Enrollment.” Enter your Type 2 NPI. PECOS will pull in your NPPES data — verify the legal name, address, and taxonomy match exactly.
Step 3: Section 1 — Organization information
- Legal business name (must match IRS EIN exactly)
- Employer Identification Number (EIN)
- “Doing business as” name (if different from legal name)
- Type of organization (e.g., group practice, clinic, solo practitioner organization)
- Date of incorporation/organization
Step 4: Section 2 — Practice location(s) For each location where the organization provides services:
- Physical address (no P.O. Boxes)
- Phone and fax
- Specialty/taxonomy for that location
- Whether it’s the primary location
Step 5: Section 3 — Correspondence address Where all official CMS and MAC communications go. Keep this current — revalidation notices are mailed here.
Step 6: Section 4 — Ownership and managing control This section is significant and often underestimated. You must disclose:
- All individuals with 5% or more ownership interest
- All managing employees (individuals with operational or financial control)
- All related organizations (organizations with common ownership)
- Any organizations in which owners/managing employees have 5%+ ownership
Be thorough. Undisclosed ownership information is a basis for revocation.
Step 7: Section 5 — Adverse legal history All adverse actions against the organization and any disclosed owners/managing employees. Past Medicare or Medicaid exclusions, convictions, license revocations.
Step 8: Section 6 — Chain of ownership (if applicable) If your organization is part of a larger chain or parent company, this section documents the ownership chain.
Step 9: Upload supporting documentation Typically required:
- IRS CP-575 or IRS determination letter (proof of EIN)
- Articles of incorporation or organization agreement
- State business license
- Proof of liability insurance for the organization
Step 10: Authorized official signature The authorized official must sign electronically in PECOS (or in wet ink on paper). The authorized official cannot also be the delegated official — these are separate roles in PECOS.
The ownership/managing control disclosure: what providers get wrong
Section 4 trips up more CMS-855B filings than any other section. CMS uses this information for program integrity purposes — they want to know if anyone with ownership or control has a history of Medicare fraud.
Who counts as a managing employee:
- General managers
- Business managers
- Practice administrators
- Anyone with authority over financial decisions, hiring, or compliance
- This is broader than your org chart suggests
Who counts as an owner:
- Anyone with 5% or more direct ownership
- Anyone with 5% or more indirect ownership (through intermediate entities)
- Spouses and immediate family members of direct owners (in some circumstances)
⚠️ Related organizations disclosure. If an owner of your practice also owns 5%+ of another healthcare entity that bills Medicare, that entity must be disclosed. This catches multi-entity arrangements, real estate companies owned by practice owners, staffing companies, etc.
⚠️ Risk flags
⚠️ EIN/legal name mismatch with IRS records. CMS validates your EIN against IRS records. The legal business name must match exactly — including punctuation, abbreviations (Inc. vs. Incorporated), and spacing. A mismatch causes rejection. Check your IRS CP-575 letter before filing.
⚠️ P.O. Box as practice address. CMS requires a physical, verifiable practice location. Applications with P.O. Box practice addresses are returned.
⚠️ Incomplete ownership disclosure. Failing to disclose all owners and managing employees — whether from oversight or intent — is grounds for denial and OIG referral. When uncertain, disclose and explain in comments.
⚠️ No linked individual providers. An organization cannot bill Medicare if no individual providers have reassigned their benefits to it. Submitting the CMS-855B without any linked CMS-855R filings results in an enrolled organization with no billing capacity.
Common errors
Error: PECOS can’t find the organization NPI Cause: NPI was recently assigned or taxonomy code in NPPES doesn’t match the enrollment. Fix: Verify NPI at nppes.cms.hhs.gov. Wait 24 hours after NPPES changes before filing PECOS.
Error: Authorized official rejected Cause: Person signing isn’t recognized as having legal authority for this organization type. PECOS validates authorized officials based on organization type. Fix: Confirm which title/role qualifies as authorized official for your organization structure. Sole proprietors, partners, and corporate officers qualify; practice managers typically do not.
Error: Application returned for missing IRS documentation Cause: MAC couldn’t verify EIN/legal name. Fix: Include IRS CP-575 letter or a recent IRS EIN confirmation letter with every paper submission. In PECOS, upload the document in the supporting documentation section.
Processing timeline
| Filing method | Typical processing time |
|---|---|
| PECOS electronic | 60–90 days |
| Paper CMS-855B | 90–180 days |
Organization enrollments are often slower than individual enrollments because the MAC performs ownership verification that individual enrollments don’t require.
What happens after approval
- Organization receives its PTAN (organizational)
- Individual providers must file CMS-855R to reassign benefits to the organization
- Organization sets up EFT via CMS-588
- Claims can be submitted under the organization’s NPI once reassignment is confirmed
Related forms
- CMS-855I — Individual Provider Enrollment — each provider within the group
- CMS-855R — Reassignment of Medicare Benefits — links individual providers to this organization
- CMS-588 — EFT Authorization
- Group Practice Enrollment Overview
- NPI for Groups
Questions about your group’s enrollment structure? Ask Mae → Free enrollment audit to confirm your organization’s Medicare status: Metolius Health →