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The RDS User Guide provides comprehensive, detailed information about participating in the RDS Program. Get overview information and step-by-step instructions for key program areas and more.
This section of the RDS User Guide provides overview information and step-by-step instructions for Annual Plan Application tasks such as starting and completing an application, changing an application, and requesting an Application Deadline Extension.
This section provides step-by-step instructions to start a new application.
This section provides step-by-step instructions for completing the Application Submission Process.
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 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.