How To Start A New Application - 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?
- What information do I need to know before I start my application?
- How do I start a new 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.
What information do I need to know before I start my application?
Below is a list of information Plan Sponsors will need to know in order to complete the application.
- Plan information (Cannot be changed after application is submitted)
- Plan Sponsor ID. For more information, go to: How to Apply As A New RDS Plan Sponsor.
- Plan Start and End dates (Plan year cannot be more than 12 months)
- Plan Name
- Designee information (Optional)
- First Name
- Last Name
- E-mail Address
- Desired Privileges
- Benefit Option(s) information (Cannot be changed after application is submitted)
- Benefit Option Name
- Unique Benefit Option Identifier (e.g., Rx Group number)
- Benefit Option Type (Self-Funded or Fully-Insured)
- Company Name (Name of Company Administering this Benefit Option)
- Actuary information (Cannot be changed after application is submitted)
- First Name
- Last Name
- Actuary's American Academy of Actuaries (AAA) Membership Number
- E-mail Address
- Electronic Funds Transfer (EFT) information
- Bank Name
- Account Type
- Company Name associated with account
- Account Number
- Bank Routing Number
- Bank Address
- Bank Contact
- Name
- Telephone Number
- E-mail Address
- Payment Frequency – (Cannot be changed after application is submitted)
- Monthly – payment may be requested monthly
- Quarterly – payment may be requested quarterly
- Interim Annual – payment may be requested once after the end of the plan year and then reconciliation at a later date (up to 15 months after the end of the plan year)
- Annual – payment may be requested once a year at the same time as reconciliation
- Retiree List Submission Method – choose one
- Upload file via the RDS Secure Web Site
- Plan Sponsor Mainframe to RDS Center Mainframe
- Technical Contact information
- First Name
- Last Name
- Telephone Number
- Fax Number
- E-mail Address
- Voluntary Data Sharing Agreement (VDSA) via Coordination Of Benefits (COB) Contractor
How do I start a new application?
- Log into the RDS Secure Web Site.
- The Plan Sponsor List With Application Summary page will display.
- Select Start a New Application in the Account Settings section.
Note: Start a New Application is also available on the Application List page. The process is the same regardless of which page you access in this account setting.
- The Start a New Application page will display. Complete the following information about the application. Fields with an asterisk (*) are required.
Note: Plan Sponsors must enter the information correctly.
- Plan Sponsor ID* (Your Plan Sponsor ID can be chosen from a drop down box in this field.)
- Plan Name* (Use your Plan Name. This is not the same as the Plan Sponsor Name.)
- Plan Start Date*
- Plan End Date*
Note: For purposes of the RDS, a plan year is whatever period of time a Plan Sponsor designates in its valid initial online application, as long as it does not exceed a 12 month period.
- Select Continue. Selecting Cancel will terminate this process. The Plan Sponsor List With Application Summary page will display (or Application List page – whichever page you used to access the account setting.)
Your new Application Number can be found on the Application List page.
