FIR Reports

TrOOP Balance Transfer (FIR) Reporting Overview

CMS expects Part D sponsors to successfully transfer TrOOP accumulator data for beneficiaries making contract-level enrollment changes during the coverage year, in a timely manner 100% of the time.

Beginning in January 2013, Part D Plans will be considered out of compliance if they do not successfully transfer TrOOP accumulator data within 15 days of the effective date of the new enrollment or, if later, the date of the initial FIR transaction.

To assist Part D Plans/Processors in monitoring FIR transactions the industry has developed a new Daily Cumulative Aging Report that will identify every beneficiary with an unsuccessful FIR transaction as of the report date. This report will also provide information regarding the length of time the beneficiary has not had a successful FIR transaction, in addition to other data elements. Information regarding the Daily Cumulative Aging Report and other related documents can be found in the right-hand navigation box under Related Documents.

FIR Report Distribution:

The reports are transmitted via secure email. For more information on adding or updating emails that should receive the FIR reports please click on Setting up Points of Contact for a Contract ID in the left-hand navigation on your screen.