Checklist for Sole Proprietor or Solely Owned Organizations (eg. LLC, PC)
Below is a checklist of information that will be needed to complete enrollments via Internet-based PECOS:
An active National Provider Identifier (NPI).
Sole Proprietors only need a type 1 (individual) NPI
Solely Owned Organizations need both a type 1 (Individual) NPI and type 2 (Organization) NPI
National Plan and Provider Enumeration System (NPPES) User ID and password. Internet-based
PECOS can be accessed with the same User ID and password that a physician or non-physician
practitioner uses for NPPES.
For help in establishing an NPPES User ID and password or assistance in changing
an NPPES password, contact the NPI Enumerator at 1-800-465-3203 or send an e-mail
to customerservice@npienumerator.com.
Personal identifying information. This includes:
Legal name on file with the Social Security Administration
Date of birth
Social Security Number
Schooling information. This includes:
Name of School
Graduation year
Professional license information. This includes:
Medical license number
Original effective date
Renewal date
State where issued
Certification information. This includes:
Certification number
Original effective date
Renewal Date
State where issued
Specialty/secondary specialty information
Drug Enforcement Agency (DEA) number
If applicable, information regarding any final adverse actions. A final adverse action includes:
a Medicare-imposed revocation of any Medicare billing privileges;
suspension or revocation of a license to provide health care by any State licensing authority;
revocation or suspension by an accreditation organization;
a conviction of a Federal or State felony offense (as defined
in 42 CFR 424.535(a)(3)(A)(i)) within the last ten years preceding
enrollment or revalidation;
or an exclusion or debarment from participation in a Federal or State health care program.
Practice location information. This information includes:
Practitioner's medical practice location
Legal business name of a solely-owned Professional Association,
Professional Corporation, or Limited Liability Company (LLC) on file
with the Internal Revenue Service and appearing on the IRS CP575
Special Payment Information
Medical Record Storage Information
Billing Agency Information (if applicable)
Any Federal, State, and/or local (city/county) business licenses,
certifications and/or registrations specifically required to operate as
a health care facility.
Electronic Funds Transfer documentation - mechanism by which providers and suppliers receive
Medicare Part A and Part B payments directly into a designated bank account.
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