How to change a Name on an approved Medicare

Enrollment

How to change a Name on an approved Medicare Enrollment The following walk-thru will show how a user can a Personal Name or Legal Business Name on an approved Medicare Enrollment.

1. Once in the enrollment, the Individual Provider will select the "Topic View" tab and then

select the "Personal Information" topic.

If the Individual Provider needs to change the Reason for Application, then they can do so by selecting "Edit Reason" under the Reason for Application. Initial enrollments will not have the option to edit the reason for the application.

Before updating the Legal Business Name on a Medicare enrollment, the LBN MUST be corrected on the NPI record in NPPES FIRST .

2. The Individual Provider will be taken to the Topic Summary of the Personal Information

topic, to edit their name they will select "Edit".

The Individual Providers Date of Birth (DOB) and Social Security Number (SSN) will be pre-populated and will be masked as it is Personal Identifiable Information (PII). This information is pulled from NPPES, if the DOB or SSN is incorrect on the enrollment it cannot be update on the Medicare enrollment. The change must be done on paper.

3. The Individual Provider will select "Edit Name".

4. The user enters their new name and select "Next Page".

The Provider's name be updated on the NPI record in NPPES . If the name is not updated in NPPES first, the user will receive an must first error that the "NPI Validation has failed" when they select "Next Page".

5. If the Individual Provider is performing a name change due marriage or divorce they will fill out

all the information for the Other Name for the Applicant.

6. The Individual Providers "Birth Information" will be shown.

7. The Individual Providers "Medical/Professional School Information" will be shown.

8. The Individual Provider will verify how their business is registered with the IRS, either

Proprietary or Non-Profit. Then select "Save".

9. The user will be taken to the Topic Summary of the Personal Information topic and will have a

message stating the "Personal Information was successfully updated."

1. Once in the enrollment, the user will select the "Topic View" tab and then select the

"Organization Information" topic.

If the user needs to change the Reason for Application, then the user can do so by selecting "Edit Reason" under the Reason for Application. Initial enrollments will not have the option to edit the reason for the application.

2. The user selects "Edit" to update the Legal Business Name.

3. The user then selects "Edit LBN".

4. The user will enter the new LBN and then select "Next Page".

The LBN entered be updated on the NPI record in NPPES . If the LBN is not updated in NPPES first, the user will receive an must first error that the "NPI Validation has failed" when they select "Next Page".

5. The user will verify how their business is registered with the IRS, either Proprietary or Non-Profit.

Then select "Next Page".

6. The user will verify the "Incorporation Date", the "State Where Incorporated" and "Type of

Organization". Then select "Save".

7. The user will be taken to the Topic Summary of the Organization Information topic and will have

a message stating the "Organization Information was successfully updated."

Article

P027