Re-apply For A New Plan Year WITH An Existing Plan Sponsor ID - UPDATED 12/21/2007
This document includes information about the following:
- What is the application deadline?
- Must a valid initial retiree list be submitted by the application deadline?
- Do Plan Sponsors have to re-apply for each new plan year?
- Will my Plan Sponsor ID remain the same for the new plan year?
- Is it always necessary to submit a new Authorized Representative Verification form with each new plan year's application?
What is the application deadline?
For information about the application deadline, including what is required to be submitted by the application deadline, go to Important Application Deadline Information.
Must a valid initial retiree list be submitted by the application deadline?
Yes. For more information about what is required to be submitted by the application deadline, go to: Important Application Deadline Information.
Do Plan Sponsors have to re-apply for each new plan year?
Yes. Plan Sponsors who have previously participated in the RDS Program and wish to continue to participate in the RDS Program must submit a valid initial online application AND a valid initial retiree list by no later than 90 days prior to the beginning of the plan year. For information about the application deadline, including what is required to be submitted by the application deadline, go to Important Application Deadline Information.
Existing RDS Secure Web Site users do not have to re-register their user roles (e.g. Authorized Representative, Account Manager, Designee, Actuary) every plan year as long as they remain in the same role as the previous year. For more information about changing user roles go to: How To Reassign Account Managers and Authorized Representatives.
Will my Plan Sponsor ID remain the same for the new plan year?
Yes. Plan Sponsors do not have to register a new Plan Sponsor ID every plan year. Plan Sponsors should start each new application using their existing Plan Sponsor ID.
Is it always necessary to submit a new Authorized Representative Verification form with each new plan year’s application?
No, it is not always necessary to submit a new Authorized Representative Verification form with each new plan year's application. An Authorized Representative Verification form must be submitted when:
- A Plan Sponsor applies to the RDS Program for the first time, or
- A Plan Sponsor changes his Authorized Representative, or
- CMS rejects a previously submitted Authorized Representative Verification form.
For detailed information on submitting the Authorized Representative Verification form, go to: How To Submit an Authorized Representative Verification Form.
