Refer to Reassign the Account Manager and Authorized Representative Roles for step-by-step instructions.
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.
Please refer to Reassign the Account Manager and Authorized Representative Roles for additional important information.