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The Plan Sponsor needs to shorten the plan year originally submitted with the application. How do we request that RDS truncate the plan year?

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.

Answer ID
7000-07