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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 of the RDS User Guide provides overview information and step-by-step instructions for managing retirees in the RDS Program.
This section provides an overview of Electronic Data Interchange (EDI) and retiree processing.
This section provides information about how and what kind of retiree information is sent to CMS' RDS Center.
This section describes the types of retiree information created by CMS' RDS Center.
This section describes the user roles in retiree processing.
This section provides an overview and step-by-step instructions related to submitting the Valid Initial Retiree List and the Monthly Retiree List.
This section provides an overview and step-by-step instructions related to processing Retiree Response Files.
This section provides an overview and step-by-step instructions related to processing Weekly Notification Files.
This section provides an overview and step-by-step instructions related to requesting and downloading a Covered Retiree List.
This section provides an overview and step-by-step instructions related to viewing Medicare Part D Enrollment Rejection Notifications:
This section contains tips and tricks to assist in solving some of the most commonly encountered retiree problems.