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An Application Number, referred to as the Application ID, is automatically assigned when a Plan Sponsor starts a new application.
This page of the RDS User Guide provides step-by-step instructions for completing Step 2 of the Application Submission Process.
This page provides instructions about Completing Step 3: Assign Actuary: Assign One Actuary to All Benefit Options.
This page provides instructions about Completing Step 3: Assign Actuary: Assign Multiple Actuaries.
The Account Manager, Authorized Representative, and Designee with View Attestation Summary privilege can view the Attestation Summary page.
This page contains instructions for completing Step 5: Electronic Funds Transfer (EFT) Information.
This page contains instructions for completing Step 6: Payment Frequency of the annual plan application.
This page contains information about completing Step 7: Retiree Electronic Data Interchange (EDI) Methods and Sources of the annual plan application.
This page contains information about completing Step 8: Plan Sponsor Agreement of the annual plan application.
This page contains information about completing Step 9: Valid Initial Retiree List of the annual plan application.
This section provides an overview and step-by-step instructions for the two-part Actuarial Equivalence Test.
This section explains what application information must be maintained after an application has been submitted and approved, how information should be maintained, and what application information cannot be changed.
This section provides an overview and step-by-step instructions for requesting an Application Deadline Extension.
This section provides information about deleting an application.
This section provides an overview and step-by-step instructions for appealing an initial determination.
Covers information such as how to complete the Application Submission Process and how to change application information.
Covers information such as how to request an appeal and how to withdraw an appeal.
This page contains links to and descriptions for job aids, which are tools that can be used for quick reference while completing specific RDS Program tasks.
This section of the User Roles Support Tool details which user roles are involved in each step of the Application Submission Process.