Forms library - The Practice Owner's Guide

Always download from the official source; forms get revised and payers reject old versions.

Enrollment and credentialing

Form	What it does	Official source
CMS-855I / 855B / 855R	Medicare enrollment: individual, entity, reassignment (guide)	cms.gov forms or file online in PECOS
CMS-588	Medicare EFT authorization (bank setup and changes)	Same; also inside PECOS
CMS-460	Medicare participation agreement (par status election)	cms.gov
CAQH ProView profile	The shared commercial credentialing file (guide)	proview.caqh.org
NPI application (NPPES)	Type 1 (individual) and Type 2 (entity) NPIs	nppes.cms.hhs.gov

Entity and tax

Form	What it does	Source
SS-4 / online EIN	The entity’s tax ID	irs.gov
Form 2553	S-corp election, deadline-sensitive (why)	irs.gov
W-9	Your TIN certificate; every payer and clearinghouse asks (keep it consistent)	irs.gov
I-9, W-4, state new-hire forms	Every employee’s first-day packet (hiring)	uscis.gov, irs.gov, state agency

Operations

Form	What it does	Source
Business associate agreement (BAA)	Required with every PHI-touching vendor (HIPAA)	HHS publishes sample provisions at hhs.gov
Notice of Privacy Practices	Handed to every patient at intake	hhs.gov model notices
ABN (CMS-R-131)	Medicare advance notice for likely-uncovered services	cms.gov
Good-faith estimate	No Surprises Act estimate for self-pay (guide)	cms.gov NSA pages
Payer EFT/ERA enrollment forms	Per payer, via portal (directory)	Each portal