Change Registered Plan Sponsor Information

User Roles:

AM

AR

Overview

This section provides an overview of what registered Plan Sponsor information can and cannot be changed, who can make changes to Plan Sponsor information, and how a Plan Sponsor is notified of information changes.

Plan Sponsor Information That Can Be Changed

  • Phone Number
  • Fax Number
  • Organization Type
  • Address
  • Website

Plan Sponsor Information That Cannot Be Changed

  • Employer Identification Number
  • Organization Name

Note: Refer to Report a Change of Plan Sponsor EIN or Company Name for information if the Plan Sponsor's Employer Identification Number or Organization Name must be changed.

Who Can Change Registered Plan Sponsor Information

The Account Manager is the only RDS Secure Website user that has the authority to change Plan Sponsor information.

Notification of Plan Sponsor Information Changes

When the Account Manager changes any of the Plan Sponsor information, the Account Manager and the Authorized Representative will receive an email notification of all changes made.

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Step-by-Step Instructions

This section provides step-by-step instructions to change registered Plan Sponsor information.

To access the RDS Secure Website, and navigate to the Application List page, review instructions to access the RDS Secure Website.

From the Application List page:

  1. Select the Plan Sponsor Information link in the Account Settings box.

     Select [Plan Sponsor Information]

On the Edit Plan Sponsor Information page:

An * indicates a required field.

Information that cannot be changed is displayed as view only.

  1. Enter the new information.
  2. Select Continue to proceed or select Cancel to return to the Application List page.

     Select [Continue]

On the Plan Sponsor Information Verification page:

  1. Review the Plan Sponsor Information.
  2. Select Confirm to proceed or select Cancel to return to the Edit Plan Sponsor Information page.

     Select [Confirm]

On the Plan Sponsor Information Confirmation page:

  1. Select Continue to return to the Application List page.

     Select [Continue]

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