Data Sharing Agreement

CMS provides state Medicaid agencies with multiple data exchanges and data sharing programs to support coordination and program operations for people who are dually eligible for Medicare and Medicaid. CMS’s five data sharing programs support the following datasets: Medicare Modernization Act (MMA) File Exchange, Buy-In File Exchange, Territory Beneficiary Query (TBQ) File, Enrollment Database (EDB) File, and the Medicare-Medicaid Data Sharing Program.

In 2019, CMS reviewed these data sharing programs and the accompanying agreements. As part of this review, CMS developed an agreement to streamline redundancies across all the agreements currently governing the data programs. CMS’s goal is to provide states with one agreement that covers all available data sharing programs.

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State Medicaid Agencies: Data Sharing Agreement Documents

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Information Exchange Agreement

The Information Exchange Agreement establishes terms, conditions, safeguards, and procedures governing states’ access to Medicare data for the purpose of supporting dually eligible beneficiaries.

Download State Agreement
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Data Request and Attestation Form

The DRA establishes the terms of use governing states’ access to Medicare data. State Medicaid agencies requesting data for the first time should submit the DRA form as part of their data request package to MMCO directly through the State Data Resource Center and not to any other organization. State Medicaid agencies should also use the DRA form to change the data requestor on the DRA.

Download State DRA Form

U.S. Territory Medicaid Agencies: Data Sharing Agreement Documents

Information Exchange Agreement

The Information Exchange Agreement establishes terms, conditions, safeguards, and procedures governing states’ access to Medicare data for the purpose of supporting dually eligible beneficiaries.

Download Territory Agreement

Data Request and Attestation Form

The DRA establishes the terms of use governing states’ access to Medicare data. State Medicaid agencies requesting data for the first time should submit the DRA form as part of their data request package to MMCO directly through the State Data Resource Center and not to any other organization. State Medicaid agencies should also use the DRA form to change the data requestor on the DRA.

Download Territory DRA Form

Webinars and Resources

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The State Data Resource Center (SDRC) hosted a webinar to discuss the release of the new, streamlined Information Exchange Agreement (IEA) and Data Request Attestation (DRA) documents for sharing and exchanging Medicare data with state Medicaid agencies for the dually eligible population. The Medicare-Medicaid Coordination Office revised the IEA and DRA to support merging authorization of state requests for five separate data exchanges that support dually eligible beneficiaries. Those five exchanges are:

  • Medicare-Medicaid Data Sharing project
  • Enrollment Database Query File
  • MMA File Exchange
  • Territory Beneficiary Query File
  • State Buy-in File Exchange

What SDRC Covers

SDRC specifically covered the changes from the previous forms and processes and how this new agreement will decrease the maintenance and annual submissions required to CMS. In addition, SDRC covered the other additional benefits of this upcoming data-sharing opportunity.

Download PDF

SDRC has collected frequently asked questions about the new, streamlines IEA and DRA documents. These questions are organized into categories within a PDF document. If you have questions that are not answered here, be sure to contact us.

Download IEA-DRA FAQ

Additional Information

To learn more about the MMA, TBQ and EDB exchange files offered by CMS, click below.

MMA, TBQ AND EDB Doc

To learn more about the files encompassed under the Medicare-Medicaid Data Sharing Program, click below.

Data Sharing Overview Doc

Still have questions? We’re here to help. Click below to contact SDRC.

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