How To Submit An Application - Updated 12/21/2007
This document includes information about the following:
- What is the application deadline?
- Must a valid initial retiree list be submitted by the application deadline?
- Who may submit an application?
- How do I submit an application?
- Can I make changes to an application after it's been submitted?
What is the application deadline?
For information about the application deadline, including what is required to be submitted by the application deadline, go to Important Application Deadline Information.
Must a valid initial retiree list be submitted by the application deadline?
Yes. For more information about what is required to be submitted by the application deadline, go to Important Application Deadline Information.
Who may submit an application?
The Authorized Representative is the ONLY individual who can submit an application to the RDS Center for processing. Therefore, the Authorized Representative must complete the registration process. To complete the registration process, go to: How to Register An Account Manager and An Authorized Representative.
How do I submit an application?
- Log into the RDS Secure Web Site.
- The Plan Sponsor List With Application Summary page will display.
- Select the appropriate Plan Sponsor ID link. The Application List page will display.
- Select the appropriate Application Number link. The Application Status page will display.
- Select the Plan Sponsor Agreement link. The Plan Sponsor Agreement page will display. Read the Plan Sponsor Agreement. Scroll to the bottom, check the Approve checkbox, and provide the answers to the two security questions. Note: Only the Authorized Representative can complete this step.
- The Submit button will be activated after successfully completing all of the required application sections. Select the Submit button to complete the Plan Sponsor Agreement thus submitting your valid initial online application to the RDS Center. The valid initial retiree list must also be submitted by the application deadline. For information about the application deadline, including what is required to be submitted by the application deadline, go to: Important Application Deadline Information. Select Cancel to return to the Application Status page without completing the Plan Sponsor Agreement.
Can I make changes to an application after it has been submitted?
Some application sections may be changed after an application has been submitted. For more information on changing application information, go to: How To Change Application Information AFTER Submission.
