> ## Documentation Index
> Fetch the complete documentation index at: https://www.practiceownersguide.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Forms library

> The forms every practice touches, what each one does, and where the official version lives.

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](/guides/medicare-pecos-enrollment)) | [cms.gov forms](https://www.cms.gov/medicare/cms-forms/cms-forms) or file online in [PECOS](https://pecos.cms.hhs.gov) |
| 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](/guides/caqh-setup))                             | [proview.caqh.org](https://proview.caqh.org)                                                                           |
| NPI application (NPPES) | Type 1 (individual) and Type 2 (entity) NPIs                                                       | [nppes.cms.hhs.gov](https://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](/guides/entity-tax-basics))                              | irs.gov                          |
| W-9                            | Your TIN certificate; every payer and clearinghouse asks ([keep it consistent](/guides/caqh-setup)) | irs.gov                          |
| I-9, W-4, state new-hire forms | Every employee's first-day packet ([hiring](/guides/hiring-w2-vs-1099))                             | uscis.gov, irs.gov, state agency |

## Operations

| Form                               | What it does                                                                     | Source                                     |
| ---------------------------------- | -------------------------------------------------------------------------------- | ------------------------------------------ |
| Business associate agreement (BAA) | Required with every PHI-touching vendor ([HIPAA](/guides/hipaa-in-one-week))     | 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](/guides/patient-responsibility)) | cms.gov NSA pages                          |
| Payer EFT/ERA enrollment forms     | Per payer, via portal ([directory](/reference/payers))                           | Each portal                                |

## Related

* [Checklists](/reference/checklists)
* [The Owner's Task Repo](/reference/owners-task-repo)
* [Glossary](/reference/glossary)
* [Payer EFT/ERA enrollment directory](/reference/payer-enrollment-directory)
* [Get credentialed](/guides/get-credentialed)