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RDS Program Components

Additional Program Tasks

Quick Access Reports (QAR)

Supplemental Information

Complete Step 3: Assign Actuary: Assign One Actuary to All Benefit Options

User Roles:

AM

AR

D

Program Components:

Annual Plan Application

Note: This process requires the entry of an email address for the person to assign. Depending on the situation, you may navigate to one of three different pages during this process:

  • Actuary Cannot Use page: The Email Address entered has been found, but this person cannot be assigned as an Actuary because they are already assigned a different role.
  • Actuary Found page: The Email Address entered has been found and this person can be assigned as the Actuary.
  • Actuary Not Found page: The Email Address entered was not found and this person can be assigned as the Actuary.

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. Select an Application ID or select View Application from the Actions dropdown menu and select Go.

On the Application Status page:

  1. Select Step 3: Assign Actuary.

On the Assign Actuary page:

An * indicates a required field.

  1. *Enter the Email Address.
  2. Select Continue to proceed or select Cancel to return to the Application Status page.

     Select [Continue]

You will navigate to one of three pages:

Option 1: Actuary Cannot Use page:

  1. Select Return to Assign Actuary to search again for a different Actuary.

     Select [Return to Assign Actuary]

Or

Option 2: Actuary Found page:

  1. Select Continue to assign this user as an Actuary or select Cancel to return to the Assign Actuary page to search again for a different Actuary.

     Select [Continue]

On the Actuary Benefit Options Verification page:

  1. Select Confirm to proceed with assigning this user as an Actuary or select Cancel to return to the Assign Actuary page to search again for a different Actuary.

     Select [Confirm]

On the Actuary Benefit Options Confirmation page:

  1. Select Continue to proceed to the Actuary Maintenance page.

     Select [Continue]

Or

Option 3: Actuary Not Found page:

  1. Select Assign New Actuary to assign this person as an Actuary or select Return to Assign Actuary to search again for a different Actuary.

     Select [Assign New Actuary]

On the Assign New Actuary page:

An * indicates a required field.

  1. *Enter the First Name.
  2. Enter the Middle Initial.
  3. *Enter the Last Name.
  4. *Enter the American Academy of Actuaries Membership Number.
  5. Select Continue to proceed or select Cancel to return to the Assign Actuary page to search again for a different Actuary.

     Select [Continue]

On the Actuary Verification page:

  1. Select Confirm to assign the Actuary or select Cancel to return to the Assign Actuary page.

     Select [Confirm]

On the Actuary Confirmation page:

  1. Select Continue to return to the Actuary Maintenance page.

    Note: When the Actuary is assigned, an email is sent to the Actuary indicating assignment to the application and instructing that they must attest to the Medicare Part D equivalence of the plan.

     Select [Continue]

Return to Complete Step 2: Benefit Option | Continue to Complete Step 3: Assign Actuary: Assign Multiple Actuaries