Overview
This section provides an overview of information needed to register as an Account Manager.
Required Registration Information
The information collected during Registration is limited to the information necessary to perform authentication, permit RDS Secure Website use, and allow the RDS Center to contact each user if necessary. Required Registration information varies depending on the user role. All registered users must have a U.S. Social Security Number.
User Management is the responsibility of the Plan Sponsor. For data integrity and security purposes, CMS' RDS Center does not alter registered user information on the user's behalf.
Account Managers are registered two ways: the user initiates their own Account Manager registration when they create a new Plan Sponsor account, or the user is invited to replace an existing Account Manager for an existing Plan Sponsor account.
- Account Managers should only initiate their own registrations if they are creating a new Plan Sponsor account. Refer to Create a New Plan Sponsor Account for additional information, including step-by-step instructions.
- Account Managers should not initiate their own registration if they are replacing an Account Manager. Refer to Reassign the Account Manager and Authorized Representative Roles for additional information, including step-by-step instructions.
An invitation email is generated for each Plan Sponsor account to which the Account Manager is invited. Registration is only required once for each new account, so if the Account Manager is assigned to multiple Plan Sponsor accounts before completing registration, the Account Manager must use the most recent registration email received to complete registration. The active registration hyperlink is associated with only the most recent invitation email generated. If the user is already an existing Account Manager, re-registration is not required. The user will simply see the new Plan Sponsor account within the Secure Website on their Effective Date.
The Account Manager provides the following information during Registration:
- First Name
- Middle Initial (optional)
- Last Name
- U.S. Social Security Number
- Date of Birth
- Job Title
- Email Address
- Phone Number
- Mailing Address
Step-by-Step Instructions
This section provides step-by-step instructions to register as an Account Manager.
Account Manager Registration: New Plan Sponsor Account
The Account Manager Registration takes place during the new Plan Sponsor Registration. For more information, refer to Create a New Plan Sponsor Account.
Reassigned or Invited Account Manager
An existing Account Manager can be reassigned to an existing Plan Sponsor account, or a new user may be assigned an Account Manager role.
Registration can begin after the user receives the invitation email. Follow the instructions in the invitation email to begin Registration. If the Account Manager is invited to multiple applications at once, the user must use the most recent invitation to register, as only the most recent invitation has the active registration hyperlink.
From the invitation email sent from CMS' RDS Center:
- Select the link to access the Account Manager Registration page.
On the Account Manager Registration page:
An asterisk (*) indicates a required field.
- Read the User Agreement. Use the scroll bar to scroll through and view the User Agreement, or select the link to view and print the User Agreement in a new window.
- *Select the checkbox to accept the User Agreement.
-
Select Continue to proceed or close the browser to terminate this process.
In the Account Manager Information section:
An asterisk (*) indicates a required field.
- *Enter the First Name
- Enter the Middle Initial
- *Enter the Last Name
- *Enter the Date of Birth
- *Enter the Social Security Number
- *Enter the Phone Number
- Extension
- *Enter the Job Title
- *Enter Street Line 1
- Enter Street Line 2
- *Enter the City
- *Select the State
- *Enter the Zip Code
- *Enter a Login ID based on the Login ID Requirements.
- *Enter a Password based on the Password Requirements.
- *Re-enter Password for verification.
- *Select Security Questions and enter Answers (these are not case-sensitive fields when you are asked for them within the Secure Website).
-
Select Continue to proceed, or close the browser to terminate this process.
In the Account Manager Confirmation pop-up window:
- Print this page for your records.
- Review the important reminders.
-
Select Exit to return to the RDS Program Website.
Troubleshooting
Error Message Descriptions and Resolutions
Use the following table to assist in resolving errors associated with Account Manager Registration
| Message Text | Message Type | Condition | Resolution |
|---|---|---|---|
| Invalid Value/Field is required. | Error | Required field(s) left empty and/or field(s) contains invalid data. | Populate all required fields with valid data. |
| <Field Name> is required. Enter a valid value in the <Field Name> field. | Error | Required field(s) left empty and/or field(s) contains invalid data. | Populate all required fields with valid data. |
| Select the checkbox to confirm that you have reviewed and agree to the User Agreement and Privacy Policy. | Error | User Agreement and Privacy Policy check box left unchecked. | Select the checkbox. |
| The Social Security Number you provided is already in use. Users can have only one Login ID, which is identified by unique Social Security Number. Please re-enter the Social Security Number if it was entered incorrectly. | Error | The Social Security Number is associated to an active user account. |
|
| Login ID is already in use. Enter a new Login ID. | Error | Login ID is already associated to another user account. | Enter a new Login ID based on the Login ID Requirements. |
| Password invalid. Password entered does not meet the requirements. | Error | Invalid password format. | Enter a new Password based on the Password Requirements. |
| Password entries do not match. | Error | Password field and Re-enter Password Field values do not match. | Ensure the Password field and the Re-enter Password field match exactly. |
| Security Questions cannot be the same. | Error | Same value selected for Security Question 1 and Security Question 2. | Ensure Security Question 1 and Security Question 2 are not the same question selection. |
Field Formats
Use the following tables to assist in completing form fields associated with Actuary Registration
Account Manager Information Field Formats
| Field Name | Required or Optional | Size Limit | Character Requirements | Notes |
|---|---|---|---|---|
| First Name | Required | 1-30 Characters | Alpha, Numeric, and Special Characters Allowed | Must be associated with Social Security Number |
| Last Name | Required | 1-40 Characters | Alpha, Numeric, and Special Characters Allowed | Must be associated with Social Security Number |
| Middle Initial | Optional | 1 Character | Alpha, Numeric, and Special Characters Allowed | Must be associated with Social Security Number if provided |
| Date of Birth | Required | -Month = 1-2 Characters -Day = 1-2 Characters -Year = Exactly 4 Characters |
Numeric Only |
|
| U.S. Social Security Number | Required | Exactly 9 Characters | Numeric Only | Must be issued by the United States |
| Phone Number | Required | Exactly 10 Characters | Numeric Only | None |
| Extension | Optional | 1-5 Characters | Numeric Only | None |
| Job Title | Optional | 1-20 Characters | Alpha, Numeric, and Special Characters Allowed | None |
Account Manager Mailing Address Field Formats
| Field Name | Required or Optional | Size Limit | Character Requirements | Notes |
|---|---|---|---|---|
| Street Line 1 | Required | 1-40 Characters | Alpha, Numeric, and Special Characters Allowed | None |
| Street Line 2 | Optional | 1-40 Characters | Alpha, Numeric, and Special Characters Allowed | None |
| City | Required | 1-30 Characters | Alpha, Numeric, and Special Characters Allowed | None |
| State | Required | Pre-defined Choices | Pre-defined Choices | None |
| Zip | Required | 5 or 9 Characters Exactly | Numeric Only | None |
Login Information Field Formats
| Field Name | Required or Optional | Size Limit | Character Requirements | Notes |
|---|---|---|---|---|
| Login ID | Required | 8 – 15 Characters | Can only contain Uppercase letters, Lowercase letters or numbers | Must be unique per Secure Website account |
| Password | Required | 8 – 14 Characters | Password must include each of the following:
|
|
| Re-enter Password | Required | 8 – 14 Characters | Password must include each of the following:
|
|
Security Questions Field Formats
| Field Name | Required or Optional | Size Limit | Character Requirements | Notes |
|---|---|---|---|---|
| Security Question 1 | Required | Pre-defined Choices | Pre-defined Choices | Must be different than Security Question 2 |
| Answer Security Question 1 | Required | 1 – 50 Characters | Alpha, Numeric, and Special Characters Allowed | Will not be case-sensitive when the Secure Website asks you for the Answer |
| Security Question 2 | Required | Pre-defined Choices | Pre-defined Choices | Must be different than Security Question 1 |
| Answer Security Question 2 | Required | 1 – 50 Characters | Alpha, Numeric, and Special Characters Allowed | Will not be case-sensitive when the Secure Website asks you for the Answer |
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