Retention Requirements

6016.2 - Retention Requirements (Rev. 230; Issued: 07-11-25; Effective: 07-11-25; Implementation: 07-11-25) According to Section XI of the CMS Records Schedule, Form CMS-116 needs to be kept by the SA/CMS for at least seven years. If State law states that the Form CMS-116 needs to be kept for a longer period or in specific formats, then the SA may maintain the forms for the duration and in the form mandated by State law.