Changes to retiree information throughout the plan year for a given application should be included in Monthly Retiree Lists. The Monthly Retiree List is submitted by a Plan Sponsor or Vendor for a given application to maintain accurate beneficiary data.
The first Monthly Retiree List should be sent to CMS' RDS Center approximately 30 days from the date the initial Retiree Response File was received and processed by the Plan Sponsor or Vendor. This list must be in the same format as the Valid Initial Retiree List, with only detail records of beneficiaries having a change of information.
A Monthly Retiree List is not required if no information has changed for a given month.
A Retiree Response File is sent for each Monthly Retiree List received by CMS' RDS Center.