Annual Plan Application

To participate in the RDS Program, Plan Sponsors must submit a timely application using the RDS Secure Website for each plan year for which the Plan Sponsor would like to request subsidy. The Account Manager or Authorized Representative may start an RDS application after the Plan Sponsor Account has been created.

The Account Manager, Authorized Representative, and Actuary user roles are required in order to complete the Application Submission process. Designees are optional – the Plan Sponsor does not need to assign Designees to applications nor are Designees required to submit applications. If the Plan Sponsor chooses to assign Designees to their applications, Designees can be assigned and registered to an RDS application before or after Application Submission.

To be considered timely, a Valid Initial Online Application AND a Valid Initial Retiree List must be submitted prior to the expiration of the Application Deadline, which is 90 days before the Plan Year Start Date selected when a new application is created. For more information about the Application Deadline, review Important Application Deadline Information.

Refer to the Apply for the RDS Program section for the information and user roles required to complete an application.

Note: Are you a Plan Sponsor working with a Vendor, or are you a Vendor representative new to the RDS Program? The RDS Welcome Kit offers the following Vendor-related materials:

• Communicating With Your RDS Vendor: This resource for Plan Sponsors is part of the Account Manager Quick Start Guide. Visit this page to learn how to communicate with your Vendor throughout the application lifecycle and get some tips for success.
• Vendor Quick Start Guide: This guide for new RDS Vendor representatives offers tips and resources for getting started as a Vendor representative, managing retiree enrollment, and cost reporting.

Select a topic for more information to complete Annual Plan Application tasks: