This section provides an overview and step-by-step instructions for submitting an interim payment request.
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Within 15 months after the application Plan Year End Date, Plan Sponsors complete Reconciliation to finalize their application’s Covered Retiree List and submit final cost data to CMS' RDS Center.
This section provides an overview of Reconciliation.
This section provides information about the Reconciliation Checklist.
This section provides an overview and step-by-step instructions related to Step 3: Request List of Covered Retirees.
This section provides an overview and step-by-step instructions related to Step 4: Finalize Covered Retirees.
This section provides information about when and how final costs may be submitted, as well as the user roles for submitting final costs.
This section provides an overview and step-by-step instructions related to Step 5: Start Preparation of Reconciliation Payment Request.
This section provides an overview and step-by-step instructions related to Step 6: Manage Submission of Final Cost Reports.
This section provides an overview and step-by-step instructions related to Submitting Final Costs.
This section provides an overview and step-by-step instructions related to completing Step 7: Review Final Costs.
This section provides an overview and step-by-step instructions related to Step 8: Enter Revisions to Final Costs.
This section provides an overview and step-by-step instructions related to Step 9: Finalize Reconciliation Payment.
This section provides an overview and step-by-step instructions related to Step 10: Review Electronic Funds Transfer (EFT) Information.
This section provides an overview and step-by-step instructions related to Step 12: Review and Submit Reconciliation Payment Request.
This section provides information on when each step can be completed, what happens after each step has been completed, and whether a step can be reopened after it has been completed.
This section provides information about when Plan Sponsors are required to coordinate individual retiree cost data, as well as examples for coordinating data.
An overpayment occurs when the sum of all interim payments received for an application exceeds the sum of the Reconciliation payment request.
Doubling costs occurs when a Plan Sponsor is reporting for the same months after the first payment request has been completed.
The most common reason for the overstating Gross Retiree Costs error is including costs that are not covered by Medicare Part D, therefore making them ineligible for RDS subsidy during interim payments.