Account Manager Registration

User Roles:

AM

Overview

This section provides an overview of information needed to register as an Account Manager.

Required Registration Information

The information collected during Registration is limited to the information necessary to perform authentication, permit RDS Secure Website use, and allow the RDS Center to contact each user if necessary. Required Registration information varies depending on the user role.

User Management is the responsibility of the Plan Sponsor. For data integrity and security purposes, CMS' RDS Center does not alter registered user information on the user's behalf.

The Account Manager provides the following information during Registration:

  • First Name
  • Middle Initial (optional)
  • Last Name
  • U.S. Social Security Number
  • Date of Birth
  • Job Title
  • Email Address
  • Phone Number
  • Fax Number (optional)
  • Mailing Address

Step-by-Step Instructions

This section provides step-by-step instructions to register as an Account Manager.

Account Manager Registration: New Plan Sponsor Account

The Account Manager Registration takes place during the new Plan Sponsor Registration. For more information, refer to Create a New Plan Sponsor Account.

Reassigned or Invited Account Manager

An existing Account Manager can be reassigned to an existing Plan Sponsor account, or a new user may be assigned an Account Manager role.

Registration can begin after the user receives the invitation email. Follow the instructions in the invitation email to begin Registration.

From the invitation email sent from CMS' RDS Center:

  1. Select the link to access the Account Manager Registration page.

On the Account Manager Registration page:

An * indicates a required field.

  1. Read the User Agreement. Use the scroll bar to scroll through and view the User Agreement, or select the link to view and print the User Agreement in a new window.
  2. *Select the checkbox to accept the User Agreement.
  3. Select Continue to proceed or select Cancel to terminate this process and return to the RDS Program Website Home page. (If you select Cancel, an Exit Warning opens in a new window.)

     Select [Continue]

On the Account Manager Information page:

An * indicates a required field.

  1. *Enter the First Name
  2. Enter the Middle Initial
  3. *Enter the Last Name
  4. *Enter the Social Security Number
  5. *Select the Date of Birth
  6. *Enter the Job Title
  7. *Enter the Phone Number
  8. Enter the Fax Number
  9. *Enter Street Line 1
  10. Enter Street Line 2
  11. *Enter the City
  12. *Select the State
  13. *Enter the Zip Code
  14. Select Continue to proceed or select Cancel to return to the Account Manager Registration page.

     Select [Continue]

On the Account Manager Login Information page:

An * indicates a required field.

  1. *Enter a Login ID based on the Login ID Requirements.
  2. *Enter a Password based on the Password Requirements.
  3. *Re-enter Password for verification.
  4. *Select Security Questions and enter Answers.
  5. Select Continue to proceed, or select Cancel to return to the Account Manager Information page.

     Select [Continue]

On the Account Manager Verification page:

  1. Review the information.
  2. Select Confirm to accept the information, select Edit to return to the Account Manager Information page and make changes, or select Cancel to return to the Account Manager Login Information page.

     Select [Confirm]

On the Account Manager Confirmation page:

  1. Print this page for your records.
  2. Select Exit to return to the RDS Program Website homepage.

     Select [Exit]

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