All Annual Report Distribution files (Daily Cumulative FIR Aging report for Plan Sponsors only and the FIR only PBM reports) are full file replacements to ensure that a sponsor always has a comprehensive record of individuals receiving the reports. Therefore, it is imperative that the distribution lists contain all individuals by report type and plan year. Any updates can be made by either omitting an individual (for those that need to be deleted) or adding an individual (for those that need to be added); however, each update file submitted should represent all individuals that should receive reports.

Plan Beneficiary Specific Reports for Nx and FIR

The annual plan distribution list notification is documented in the CMS Memos "Preparation for 2017 Contract Year with Coordination of Benefits Activities" dated 10-5-2016 and "Change to Distribution of Nx and Automated TrOOP Balance Transfer Performance Reports" dated 9-23-2015 located in the External Resources section of this page.

As indicated in the memos, this list may only contain emails for the sponsor. Business associates of the sponsor such as PBMs may no longer receive these reports from the transaction facilitator.

Plans must complete the Annual ATBT and Nx Report Distribution Email List document which can be found under the Related Documents section of this page. The completed form must be submitted annually to TBTSupport@relayhealth.com no later than December 18 in order to be effective as of January 2 of the following year. It is highly recommended that sponsor develop a single email for their sponsor (for example: ATBTreports@sponsorxxx.com) and then create their own internal distribution associated with that single email. This reduces the complexity of annual refiling of distribution emails.

Any existing emails will not be rolled over into the new plan year. Sponsors that do not complete and submit the ATBT and Nx Report Distribution Email List for the new rolling 4-year period by the middle of December, will no longer receive reports as of January 2 of the subsequent year. A list of sponsors with reports that do not have emails associated with them will be posted to the MediFacD website and provided to CMS.

PBM FIR Reject Aging Reports

Plans should complete the Annual PBM Reject Aging Report Distribution Email List document which can be found under Related Documents section of this page. This form must be submitted from a plan email domain. The form must be completed and sent to TBTSupport@relayhealth.com each year, no later than December 18 in order to be effective as of January 2 of the following year. It is highly recommended that PBM develop a single email for the reports to be distributed to (for example: ATBTreports@pbmxxx.com) and then create their own internal distribution associated with that single email. This reduces the complexity of annual refiling of distribution emails.

Any existing emails will not be rolled over into the new plan year. Sponsors that do not complete and submit the Annual PBM Reject Aging Report Distribution Email List for the new rolling 4-year period by the middle of December, will no longer receive reports as of January 2 of the subsequent year.

Changes to email distribution lists outside of the annual establishment of distribution emails.

Any required updates after the initial submission can be made by either omitting an individual (for those that need to be deleted) or adding an individual (for those that need to be added); however, each file submitted should represent all individuals that should receive reports.

Notifying the Transaction Facilitator of Changes in PBM/Processor

If you are planning on changing PBM/Processors please notify the Transaction Facilitator by completing the Part D Contract Processor Change Form which can be found under the Related Documents section of this page.