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Requesting MCBS Data - Amendment/Update Request

Data Request Documentation

To begin the data request process, e-mail a draft version of all documents in the original format (.xls, .pdf, .doc) to resdac@umn.edu for review. ResDAC requires 5-7 business days to review.



  1. The Written Request Letter, submitted on organizational letterhead, outlines the primary purpose(s) for which the data are required. The Written Request should contain the following elements:

    • The purpose for which the data are needed
    • A brief description of the methodology in which the data will be used
    • Delineation of the data requirements, including requested modules and years
    • Overnight shipping address and account information (If not specified, the data CDs are shipped at book rate through the U.S. Post Office and will take approximately 4 to 6 weeks for shipping.)
    • Contact information that includes a phone number and email address
    • Check made payable to the Centers for Medicare & Medicaid Services (CMS). CMS is required to obtain compensation for its costs incurred in the processing of data, and the costs for MCBS data are a set fee of $600 per module per year. If the amendment request involves reuse of data, the fee is $200 per request.


  2. The DUA delineates the confidentiality requirements of the Privacy Act and CMS's data release policies and procedures. This agreement specifies that the requestor will:

    • Ensure the data will be used only for the specific purpose stated in the agreement
    • Develop and implement the appropriate procedural, technical, and physical safeguards to prevent unauthorized use
    • Not release any files without prior CMS approval
    • Return or destroy file(s) by the date specified
    • Not publish or release information that would permit the identification of a beneficiary

    Signature Addendum: If anyone besides the requester or custodian is going to handle CMS data, a signature addendum may be required.

    CMS DUA Guidelines [19K, pdf] - additional information regarding a DUA.


  3. If someone other that the original requestor of the data is requesting reuse, a letter of support from the original requestor of the data is requested.






Last Modified October 15, 2009