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WCMSA Self-Administration

A Workers’ Compensation Medicare Set-Aside Arrangement (WCMSA) is a portion of a Workers’ Compensation (WC) settlement “set aside” for all future work-injury-related medical expenses that are covered and would normally be paid by Medicare. The goal of creating a WCMSA is to set aside money from the settlement to cover those injury-related medical expenses.

You may choose to self-administer your CMS-approved WCMSA or have it professionally administered on your behalf.

Account Set-Up and Administration

If you have decided to self-administer your WCMSA, please review the Self-Administration Toolkit for WCMSAs available in the Downloads section at the bottom of this page. This Toolkit describes the process and guidelines for managing your WCMSA account, and walks you through the set-up of your WCMSA through its depletion (exhaustion). Also available in the Downloads section are copies of the Account Expenditure for Lump Sum Account (Attestation Letter), Account Expenditure for Structured Annuity (Attestation Letter) and a Transaction Record Sample.

Where to Get Help

For questions about annual attestations or annual accountings, contact the Benefits Coordination & Recovery Center (BCRC):

By telephone:

1-855-798-2627
Monday–Friday, 8:00 a.m.–8:00 p.m., Eastern time

TTY/TDD number for the hearing and speech impaired:
1-855-797-2627

By fax:

405-869-3309

By mail:

WCMSA Proposal/Final Settlement
PO Box 138899
Oklahoma City, OK 73113-8899