Consider the following when reassigning the Account Manager or Authorized Representative role:
- The Account Manager and Authorized Representative roles must always be active with a current valid user assigned to each role.
- A replacement for the Account Manager or Authorized Representative must be selected when reassigning the Account Manager or Authorized Representative user role.
- An Account Manager and Authorized Representative are each required to be a registered RDS Secure Website User and maintain an active Login ID and Password.
- The Account Manager or Authorized Representative may reassign the Account Manager or Authorized Representative user role if necessary.
- An existing Account Manager or Authorized Representative may be reassigned to the Account Manager or Authorized Representative role, or a new user that meets the qualifications of an Account Manager or Authorized Representative may be invited to register in the RDS Secure Website.
- An individual is allowed only one user role in the RDS Secure Website. CMS' RDS Center validates an individual's Date of Birth and Social Security Number to ensure that each individual has only one user account at a time.
- An RDS Secure Website user must be assigned the same user role for each Plan Sponsor they are associated with.
IMPORTANT: Account Manager (AM) and Authorized Representative (AR) reassignments do not take effect immediately. Please complete all reassignments well ahead of Application and Reconciliation deadlines to ensure smooth transition. A newly appointed AM or AR can be granted access to the RDS Secure Website (SWS) on the same day that the role reassignment is performed. However, that person will not have access to the Plan Sponsor account itself, or any associated applications, until after the termination date of the previous AM/AR has passed. This means the new user cannot view or modify any information for that Plan Sponsor until at least the next day. When reassigning these roles, please remember:
- New AMs & ARs cannot access the Plan Sponsor account on the same day the role is reassigned.
- Registration for a user account does not guarantee same day access.
- Termination Dates cannot be in the past.
- Reassigning a Designee or Actuary to an AM or AR role takes multiple days to complete.
- The AR role has critical functions that only they can perform.
- CMS’ RDS Center does not have a Call Center.
These major concepts are explained in detail in the Reassigning the Authorized Representative (AR) and Account Manager (AM) Roles Technical Article. Please review this material and plan ahead for your Application and Reconciliation Deadlines. Failure to do so may result in a missed deadline and possible loss of subsidy.
For additional information please refer to Reassign the Account Manager and Authorized Representative Roles in the RDS User Guide, specifically the subtopic Things to Consider When Reassigning the Account Manager or Authorized Representative Role.