MAX Personal Summary File

The Personal Summary File contains one record for every individual enrolled for at least one day during the year. The file contains demographic data (e.g. date of birth, gender, race), basis of eligibility, maintenance assistance status, monthly enrollment status, and a utilization summary.  A small number of the records in the file are limited records for individuals who were assumed to be elgible, had a paid claim and then were ultimately determined to be ineligible.

CY 1999-2014

MAX 2014 Currently 17 states can be requested: CA, GA, ID, IA, LA, MI, MN, MS, MO, NJ, PA, SD, TN, UT, VT, WV, WY

MAX 2013 Currently 28 states can be requested. These include: AR, AZ, CA, CT, GA, HI, IA, ID, IN, LA, MA, MI, MN, MO, MS, NJ, NY, OH, OK, OR, PA, SD, TN, UT, VT, WA, WV, WY.

MAX 2012 Files are available for all states plus DC.

MAX 2011 Files are available for all states plus DC. ME is limited to only the PS and RX files.

MAX production for the missing state/year combinations noted above may be undertaken after data are received and approved by CMS in the new T-MSIS format.

Researchers are reminded that data costs are affected by cohort size, files requested and years of data. Charges are per data request or amendment. eg: if 30 states are needed for MAX 2013 and the researcher chooses to make a request for the 20 states that are currently available and amend later when the other 10 become available, they will pay again for the remaining 10 states. Depending on cohort size, it might be more cost effective to wait to request the 30 states at one time when all are available rather than pay for two cohort pulls.

Data File Classification