Medicare Modernization Act File Exchange

Interested in the Medicare Modernization Act (MMA) File? Please watch our recent overview webinar.

We’ve compiled an FAQ document based on questions asked by attendees of the webinar, which you may also find useful:

Read the MMA FAQ

Since 2005, state Medicaid agencies have been submitting files at least monthly to CMS to identify all people who are dually enrolled in both Medicare and Medicaid, also known as dual-eligible beneficiaries. This includes both full-benefit dual-eligible individuals and partial-benefit dual-eligible individuals (e.g., those who only receive Medicaid help with Medicare premiums or cost-sharing). The file that states submit is called the MMA File (after the Medicare Prescription Drug Improvement and Modernization Act of 2003) or State Phasedown File.

However, federal regulations at 42 CFR 423.910 now require states, effective April 1, 2022, to submit files daily.

The MMA File Exchange is the state data exchange that provides current information on updated full- and partial-benefit dual-eligible beneficiary status. The state sends its MMA File to the CMS Medicare Beneficiary Database (MBD), and for each “request file” received from the state, the CMS MBD generates an MMA Response File for the state. While states are required to exchange data monthly, they can exchange it as frequently as daily.

Medicare Advantage Prescription Drug (MAPD) State User Guide (SUG), sections 4-7, provides technical information and file layouts for the MMA Request and Response files.

The Information Exchange Agreement (IEA) between CMS and the state Medicaid agency covers the MMA File Exchange. For more information about the IEA and accompanying Data Request and Attestation (DRA) form, please visit the Data Sharing Agreement page.


This webinar provides background on the MMA File, benefits of daily exchange with CMS, and lessons learned transitioning to daily/weekly exchange by Indiana and West Virginia.

This webinar is intended for all state & contractor staff interested in learning more about shifting to daily MMA file submission.

To learn more about daily submission of the MMA file and the benefits to your state, watch our recent webinar (left): Medicare Modernization Act 201.

This webinar is intended for all state & contractor staff interested in learning more about shifting to daily MMA file submission.


Overview of EDB, MMA, Buy-in and TBQ Files

This overview document focuses on the following four CMS data files to provide the similarities and differences between each:

  1. Enrollment Database (EDB) File
  2. Medicare Prescription Drug, Improvement, and Modernization Act (MMA) File Exchange
  3. Buy-in File Exchange, visit the File Exchanges page
  4. Territory Beneficiary Query (TBQ) File

This document also provides resources and the Centers of Medicare and Medicaid’s contact information. If you are looking for additional information, please contact us.

Download Overview Document
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Home-and Community-Based Services Tip Sheet

This MMA tip sheet provides detail information about the Institutional Status Indicator located in the MMA file. States can use this indicator to identify which full-benefit dually eligible beneficiaries qualify for $0 Part D copayments.

Download HCBS Tip Sheet

Retroactive Detail Records Tip Sheet

This MMA tip sheet provides background information on retroactive detail records, examples of retroactive changes to MMA file submission, and additional resources for MMA file technical information.

Download Retroactive Tip Sheet

Additional Information

Please see an introduction to the MMA file and MMA submission procedures by visiting the CMS-MMCO MMA page. Click below to visit.


SDRC also maintains a list of Frequently Asked Questions related to the MMA file. Click below to visit.


The MAPD State User Guide provides technical instructions for submitting state data as well as the MMA Request & Response file layouts. Click below to visit.

Download Map State Guide


You are leaving the SDRC Public website and are being redirected to the new SDRC Portal website, where you can submit and track data requests, ask questions, and access SDRC resources. You will need a username and password to log into the SDRC Portal. If you are Medicaid agency staff and/or associated downstream user who would like access, please contact the SDRC Support Team for more information.

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