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Federal forms, ICRs, and supporting documents

OMB control number

CMS Plan Benefit Package (PBP) and Formulary CY 2027 (CMS-R-262) - IRA

OMB 0938-0763 · HHS/CMS.

OMB 0938-0763

CMS has incorporated the following changes to address the Inflation Reduction Act (IRA). This includes new attestations and data entry fields to reflect Part D policy changes (i.e., new insulin and vaccine benefits and $0 cost sharing in the catastrophic phase) that are required by the IRA, specifically Sections 11101, 11201, 11401, and 11406. CMS is also modernizing the PBP software by migrating from its current client/server based platform to a new web-based module within HPMS. This initiative is critical, as the current platform technically antiquated. The new PBP module will enhance system security, improve the user interface, streamline the bid submission process, increase system performance, and provide greater flexibility to accommodate unique benefit designs. CMS requires that MA and PDP organizations submit a completed formulary and PBP as part of the annual bidding process. During this process, organizations prepare their proposed plan benefit packages for the upcoming contract year and submit them to CMS for review and approval.

The latest form for CMS Plan Benefit Package (PBP) and Formulary CY 2027 (CMS-R-262) - IRA expires 2027-03-31 and is listed under ICR 202503-0938-003.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
DocumentType
Form CMS-R-262 Benefit Details - Service Categories 16-20Form and Instruction
Form CMS-R-262 CY 2027 Step Therapy File Record LayoutForm and Instruction
Form CMS-R-262 CY 2027 Prior Authorization File Record LayoutForm and Instruction
Form CMS-R-262 VBID-UF-SSBCI PackagesForm and Instruction
Form CMS-R-262 VBID RxForm and Instruction
Form CMS-R-262 Section RxForm and Instruction
Form CMS-R-262 General SetupForm and Instruction
Form CMS-R-262 Cost Share GroupsForm and Instruction
Form CMS-R-262 Benefit Details-Service Categories 11-15Form and Instruction
Form CMS-R-262 Benefit Details-Service Categories 1-10Form and Instruction
Form CMS-R-262 MTM2027 MockupForm and Instruction
Appendix_A_CMS-R-262_CY2027_PBP_Sprtng_Stmnt_clean.docxSupporting Statement A
60-Day Public Comments.pdfPublic Comments
Appendix_B_PRA List of changes CY 2027 30 day.pdf (document unavailable)Supplementary Document
Appendix_B_PRA List of changes CY 2027 60 day.pdfSupplementary Document
CY2027 - 60-day comments.docxSupplementary Document
CY2027 Plan Benefit Package (PBP) Software and Formulary Submission Form and Instruction
CY2027 Plan Benefit Package (PBP) Software and Formulary Submission Form and Instruction
CY2027 Plan Benefit Package (PBP) Software and Formulary Submission Form and Instruction
CY2027 Plan Benefit Package (PBP) Software and Formulary Submission Form and Instruction
CY2027 Plan Benefit Package (PBP) Software and Formulary Submission Form and Instruction
CY2027 Plan Benefit Package (PBP) Software and Formulary Submission Form and Instruction
CY2027 Plan Benefit Package (PBP) Software and Formulary Submission Form and Instruction
CY2027 Plan Benefit Package (PBP) Software and Formulary Submission Form and Instruction
CY2027 Plan Benefit Package (PBP) Software and Formulary Submission Form and Instruction
CY2027 Plan Benefit Package (PBP) Software and Formulary Submission Form and Instruction
CY2027 Plan Benefit Package (PBP) Software and Formulary Submission Form and Instruction
CY2027 Plan Benefit Package (PBP) Software and Formulary Submission Form and Instruction

All Historical Document Collections

Historical document collections
ReferenceFilingReceivedConcludedAction
202603-0938-012 Revision of a currently approved collection 2026-03-25
202503-0938-003 Revision of a currently approved collection 2025-03-28
202401-0938-014 Revision of a currently approved collection 2024-01-25 Approved without change
202302-0938-003 Revision of a currently approved collection 2023-02-08 Approved with change
202201-0938-018 Revision of a currently approved collection 2022-01-26 Approved without change
202101-0938-002 Revision of a currently approved collection 2021-01-08
202001-0938-005 Revision of a currently approved collection 2020-01-15 Approved with change
201904-0938-014 Revision of a currently approved collection 2019-04-24 Comment filed on proposed rule and continue
201901-0938-009 Revision of a currently approved collection 2019-02-13 Approved with change
201801-0938-001 Revision of a currently approved collection 2018-01-04 Approved with change
201701-0938-007 Revision of a currently approved collection 2017-02-17 Approved with change
201512-0938-009 Revision of a currently approved collection 2015-12-22 Approved with change
201412-0938-008 Revision of a currently approved collection 2014-12-19 Approved without change
201401-0938-012 Revision of a currently approved collection 2014-01-24 Approved without change
201301-0938-007 Revision of a currently approved collection 2013-01-22 Approved without change
201201-0938-004 Revision of a currently approved collection 2012-01-20 Approved with change
201102-0938-002 Revision of a currently approved collection 2011-02-01 Approved with change
201001-0938-002 Revision of a currently approved collection 2010-01-12 Approved with change
200901-0938-005 Revision of a currently approved collection 2009-01-23 Approved with change
200801-0938-003 Revision of a currently approved collection 2008-01-11 Approved without change
200709-0938-014 Revision of a currently approved collection 2007-09-30 Approved without change
200703-0938-005 Revision of a currently approved collection 2007-03-14 Approved without change
200607-0938-015 Extension without change of a currently approved collection 2006-07-13 Approved with change
200602-0938-001 Revision of a currently approved collection 2006-02-02 Approved without change
200509-0938-004 Extension without change of a currently approved collection 2005-09-06 Approved with change
200502-0938-011 Revision of a currently approved collection 2005-02-25 Approved with change
200303-0938-005 Revision of a currently approved collection 2003-03-18 Approved without change
200001-0938-006 Reinstatement with change of a previously approved collection 2000-01-13 Approved without change
199903-0938-007 New collection (Request for a new OMB Control Number) 1999-03-16 Approved without change