CMS-906 Health Plan Management System (HPMS)

Collection Instrument and Instructions
Fiscal Soundness Reporting Requirements (FSRR)
CMS-906, OMB 0938-0469

1. Login to HPMS (https://hpms.cms.gov/app/ng/home/) with CMS issued user
ID/username and password.

2. Select Monitoring

3. Select Fiscal Soundness

4. Select Submission of Financial Information

5. Select a Contract Number/Name (NAIC) (JV ID) and select Next

6. Select appropriate submission type (Audited Annual or Reporting Period Ending) and
select Submit New

7. Enter data elements and submit documentation
a. Enter the following amounts: Total Assets, Total Liabilities, Net Income (Loss),
*Subordinated/Guaranteed Debt (Included in Total Liabilities) if applicable for
PACE organizations and 1876 Cost Plans, and Cash Flow from Operations
b. Upload Financial Statements by selecting Choose File
c. Select Next to complete submission

8. Verify amounts and file attached and then select Submit. A confirmation number will
appear once submit is selected.