The CMS Records Schedule has been updated. We have developed Bucket schedules for CMS’s records dispositions. Buckets 1, 2, 3, 4, 5, 6, 7, 8, and 9 have replaced the previous schedules. You must use the schedules in those buckets for the disposition of CMS’s records. Please forward your questions to the Records_Retention@cms.hhs.gov mailbox and someone from the records team will respond to your inquiry.
Downloads
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Bucket 1 - Leadership and Operations (PDF) -
Bucket 8 - Public Outreach and Engagement (PDF) -
Bucket 4 - Enrollment Records (PDF) -
Bucket 9 - Compliance and Integrity (PDF) -
Bucket 5 - Beneficiary Records (PDF) -
Bucket 2 - Administrative Management (PDF) -
Bucket 3 - Financial Records (PDF) -
Bucket 7 - Research and Program Analysis (PDF) -
Bucket 6 - Provider and Health Plan Records (PDF)