Authorized Representative Registration

User Roles:

AR

Overview

This section provides an overview of information needed to register as an Authorized Representative.

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 Authorized Representative 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 (Provided by the Account Manager)
  • Phone Number
  • Fax Number (optional)
  • Mailing Address

Step-by-Step Instructions

This section provides step-by-step instructions to complete Authorized Representative registration.

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 Authorized Representative Registration page.

On the Authorized Representative Registration page:

An * indicates a required field.

  1. *Select the checkbox to confirm that you agree that the Account Manager is an approved agent for the Plan Sponsor.
  2. 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.
  3. *Select the checkbox to accept the User Agreement.
  4. Select Continue to proceed, or select Cancel to terminate this process and return to the RDS Program Website homepage. (If you select Cancel, an Exit Warning opens in a new window.)

     Select [Continue]

On the Authorized Representative 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 Authorized Representative Registration page.

     Select [Continue]

On the Authorized Representative 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 Authorized Representative Information page.

     Select [Continue]

On the Authorized Representative Verification page:

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

     Select [Confirm]

On the Authorized Representative 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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