Data Sharing Agreements

CMS provides state and territory 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. The five data sharing programs available for request under this process are:

Medicare Modernization Act (MMA) File Exchange;
Buy-In File Exchange;
Territory Beneficiary Query (TBQ) File;
Enrollment Database (EDB) File [retired June 2022]; and the
Medicare-Medicaid Data Sharing Program

All state Medicaid agencies, and those territory Medicaid agencies that participate in any of the above data sharing programs, maintain a CMS Information Exchange Agreement (IEA) and a Data Request & Attestation (DRA) form. For more information, please see the slide presentation and FAQ:

Download:

Data Sharing Agreement

IEA-DRA FAQ

If you would like to request the current version of your state's or territory’s IEA or DRA, please contact the SDRC Support Team.

Information Exchange Agreement (IEA)

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

Download State Agreement Download Territory Agreement

State 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 State 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 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

Download Territory DRA Form

Webinars and Resources

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.

Attention

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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