Program Components:
Overview
This section provides an overview of the following topics related to the Review & Submit page of the Annual Plan Application Submission process:
User Roles
The Authorized Representative is the ONLY individual who can complete the Review & Submit page by signing the Plan Sponsor Agreement and submitting the Valid Initial Online Application to CMS' RDS Center.
If the Authorized Representative has not completed the RDS Secure Website Registration process, refer to Authorized Representative Registration.
Once the submitted application information has been reviewed and processed, a determination email will be sent to the Account Manager and Authorized Representative.
Timing & Dependencies
The Authorized Representative can complete the Review & Submit page after all prior Application Submission steps--Create Application, Benefit Options, Actuary, and Banking Information--have been completed. Refer to Submit the Valid Initial Online Application and the Valid Initial Retiree List by the Application Deadline for additional information.
IMPORTANT: When a user account becomes locked after multiple failed login attempts for any reason—invalid Login ID, Password, or MFA code, or any combination of these—
- CMS’ RDS Center is prohibited by Federal Security Regulations to identify which login requirements were entered incorrectly.
- The user is now required to change their password.
- Passwords can be changed five (5) times in a 24-hour period.
- If a user changes their password the maximum five (5) times and then locks their account again on the same day, the user cannot change their password to unlock their account until 24 hours have passed.
Due to security reasons, the RDS Center does not have the authority to unlock accounts for Secure Website users. As a result, the 24 hours IMMEDIATELY PRECEDING a deadline can be very difficult to obtain remediation regarding account login issues, potentially resulting in a missed deadline and possible loss of subsidy.
Return to Application Submission: Banking Information | Continue to Application Submission: Valid Initial Retiree List
Step-by-Step Instructions
To access the RDS Secure Website, and navigate to the Dashboard page, review instructions to access the RDS Secure Website.
On the Dashboard page:
- Select In Progress to view a list of all Applications in progress.
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Select the Application ID for which you want to review and submit the application.
On the Application Overview page:
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Select Review & Submit.
On the Review & Submit Application page:
An asterisk (*) indicates a required field.
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Review the Application and Benefit Options sections.
- Read the Plan Sponsor Agreement. Use the scroll bar to review each clause.
- *Select the checkbox to confirm that you have reviewed and agree to each clause of the Plan Sponsor Agreement.
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*Select the checkbox to confirm that you acknowledge and understand that 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.
- *Enter your Name. Date Month, Day, and Year will auto-fill with the current date.
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*Select Submit to sign the Plan Sponsor Agreement and submit the Valid Initial Online Application, or select Cancel to return to the Application Overview page.
Note: The Submit button is activated after successfully completing all required steps in the Application Submission Process.
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A Success message will display on the Review & Submit Application page confirming that the Plan Sponsor Agreement has been signed and the Valid Initial Online Application has been submitted. CMS' RDS Center strongly recommends printing this page for your records.
IMPORTANT: The Valid Initial Retiree List must be submitted to CMS’ RDS Center by the Application Deadline in order for the application to be considered timely. A Warning message will display on the Review & Submit page if the Valid Initial Retiree List has not been uploaded for the application. However, the Valid Initial Retiree List can be submitted before or after the application, as long as both items are submitted to CMS’ RDS Center by the Application Deadline.
For information about the Application Deadline, including what is required to be submitted by the Application Deadline, refer to Important Application Deadline Information.
Return to Application Submission: Banking Information | Continue to Application Submission: Valid Initial Retiree List
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