A request to truncate a plan year must be sent by the Account Manager or Authorized Representative either in an email to RDS@cms.hhs.gov or through a support request. The request must include the following information:
- Plan Sponsor Name and Plan Sponsor ID
- Application ID
- Dates of the current application plan year
- Dates of the plan year that the Plan Sponsor wishes the application to have
- Reason for truncating the plan year
Note: The Plan Sponsor must send in a retiree file to update the termination date for each retiree listed on the Covered Retiree List to reflect the new last day of the plan year.