During retiree processing, the Plan Sponsor provides demographic and benefit enrollment information about the beneficiaries for whom it is seeking subsidy. CMS' RDS Center evaluates program eligibility and provides the Plan Sponsor with approved Subsidy Periods for each Qualifying Covered Retiree (QCR).
The main components of retiree processing include:
- Selecting the Retiree Submission Method on the RDS Secure Website during the Application Submission Process;
- Sending a Valid Initial Retiree List to CMS' RDS Center as part of a timely and complete RDS application prior to the expiration of the Application Deadline;
- Sending Monthly Retiree Lists that only include detail records of individuals for whom there is a change of information from the Valid Initial Retiree List;
- Processing Retiree Response Files so internal records reflect the correct QCR information and associated Subsidy Periods;
- Processing Weekly Notification Files so internal records reflect the correct QCR information and associated Subsidy Periods;
- Requesting, downloading, and reviewing Covered Retiree Lists (CRL) for comparison against the Plan Sponsor's internal records with those of CMS' RDS Center; and
- Reviewing Qualified Covered Retiree Counts for the most recent retiree data derived from the Retiree Response File and Weekly Notification Files.