Complete the Application Submission Process

This section provides step-by-step instructions for completing the Application Submission Process. To learn about the information and user roles required for the Application Submission Process, refer to the Apply for the RDS Program section.

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

On the Application List page:

1. Locate an Application ID or Plan Name; select View Application from the Actions dropdown menu; then select Go.

   Note: All columns in the Application List table, with the exception of the Actions column, may be sorted by selecting the up or down symbol. Select the up or down symbol again to sort in reverse order.

   All columns with the exception of the Actions column contain either a Search field box or a dropdown menu. Enter information to search for in a Search field box for a particular column or choose an item from the dropdown menu. Data within the column matching the criteria displays.

   Select Clear All to reset all Search field boxes to perform another search.

   

On the Application Status page, the following important dates display:

• Application Deadline: For information about the Application Deadline, refer to Important Application Deadline Information.
• Valid Initial Online Application Submitted Date: The date when an Authorized Representative signs the Plan Sponsor Agreement and submits the application to CMS' RDS Center. A Valid Initial Online Application consists of eight steps. A Plan Sponsor defines the details about the application, which is done by completing the first seven steps of the Application Submission Process.
• Valid Initial Retiree List Received Date: The date when the Plan Sponsor submits a properly formatted Valid Initial Retiree List to CMS' RDS Center as part of the Application Submission Process.
• 

  The Application Status page also displays the Application Submission Process checklist. Select one of the steps in the Valid Initial Online Application or Valid Initial Retiree List section to see more information about each task.

  

Valid Initial Online Application

User Roles: AM AR AC D

Select one of the links to see the step-by-step instructions to complete the task.

• Step 1: Application ID Assigned
• Step 2: Benefit Option
• Step 3: Assign Actuary
• Step 4: Attestation Summary
• Step 5: Electronic Funds Transfer (EFT) Information
• Step 6: Payment Frequency
• Step 7: Retiree Electronic Data Interchange (EDI) Methods and Sources
• Step 8: Plan Sponsor Agreement (Authorized Representative only)

Valid Initial Retiree List

• Step 9: Valid Initial Retiree List

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