Authorized Representative Registration

Overview

This section provides an overview of information needed to register as an Authorized Representative.

Required Registration Information

The information collected during Registration is limited to the information necessary to perform authentication, permit RDS Secure Website use, and allow the RDS Center to contact each user if necessary. Required registration information varies depending on the user role. All registered users must have a U.S. Social Security Number.

User Management is the responsibility of the Plan Sponsor. For data integrity and security purposes, CMS’ RDS Center does not alter registered user information on the user’s behalf.

An invitation email is generated for each Plan Sponsor account to which the Authorized Representative is invited. Registration is only required once for each new account, so if the Authorized Representative is assigned to multiple Plan Sponsor accounts before completing registration, the Authorized Representative must use the most recent registration email received to complete registration. The active registration hyperlink is associated with only the most recent invitation email generated. If the user is already an existing Authorized Representative, re-registration is not required. The user will simply see the new Plan Sponsor account within the Secure Website on their Effective Date.

The Authorized Representative provides the following information during registration:

• First Name
• Middle Initial (optional)
• Last Name
• U.S. Social Security Number
• Date of Birth
• Job Title
• Email Address (Provided by the Account Manager)
• Phone Number
• Mailing Address

Step-by-Step Instructions

This section provides step-by-step instructions to complete Authorized Representative registration.

Registration can begin after the user receives the invitation email. Follow the instructions in the invitation email to begin Registration. If the Authorized Representative is invited to multiple applications at once, the user must use the most recent invitation to register, as only the most recent invitation has the active registration hyperlink.

From the Invitation Email sent from CMS' RDS Center:

1. Select the Authorized Representative Registration page link to access the Authorized Representative Registration page.

   

On the Authorized Representative Registration page in the Authorized Representative Agreement section:

An asterisk (*) indicates a required field.

2. *Select the checkbox to confirm that you agree that the Account Manager is an approved agent for the Plan Sponsor.
3. Read the User Agreement. Use the scroll bar to scroll through and view the User Agreement, or select the link to view and print the User Agreement in a new window.
4. *Select the checkbox to accept the User Agreement.

5. Select Continue to proceed, or close the browser to terminate this process.

   

In the Authorized Representative Information section:

An asterisk (*) indicates a required field.

6. *Enter the First Name
7. Enter the Middle Initial
8. *Enter the Last Name
9. *Enter the Date of Birth
10. *Enter the Social Security Number
11. *Enter the Phone Number
12. Extension
13. *Enter the Job Title
14. *Enter Street Line 1
15. Enter Street Line 2
16. *Enter the City
17. *Select the State
18. *Enter the Zip Code
19. *Enter a Login ID based on the Login ID Requirements.
20. *Enter a Password based on the Password Requirements.
21. *Re-enter Password for verification.
22. *Select Security Questions and enter Answers (these are not case-sensitive fields when you are asked for them within the Secure Website).

23. Select Continue to proceed or close the browser to terminate this process.

    

In the Authorized Representative Confirmation pop-up window:

24. Print this page for your records.
25. Review the important reminders

26. Select Exit to return to the RDS Program Website homepage.

    

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Troubleshooting

Error Message Descriptions and Resolutions

Use the following table to assist in resolving errors associated with Authorized Representative Registration.

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Field Formats

Use the following tables to assist in completing form fields associated with Authorized Representative Registration

• Authorized Representative Information
• Authorized Representative Mailing Address
• Login Information
• Security Questions

Authorized Representative Information Field Formats

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Authorized Representative Mailing Address Field Formats

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Login Information Field Formats

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Security Questions Field Formats

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