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Quick Access Reports (QAR)

Supplemental Information

Complete Step 7: Retiree Electronic Data Interchange (EDI) Methods and Sources

User Roles:

AM

AR

D

Program Components:

Annual Plan Application

The following steps can be used to initially select the Retiree Electronic Data Interchange (EDI) Methods and Sources as well as change them after application submission. For more information on changing the Retiree EDI Methods and Sources, refer to Managing Retirees Through the Application Lifecycle.

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 7: Retiree Electronic Data Interchange (EDI) Methods and Sources.

On the Retiree Electronic Data Interchange (EDI) Methods and Sources page:

  1. Select one or more Benefit Options.
  2. Select Continue to assign or change the Retiree List Submission and Retiree List Response Method and Weekly Notification File Delivery Method or select Return to Application Status page.

     Select [Continue]

    Note: If multiple Benefit Options were selected, the Multiple Benefit Options Selected page displays. If a single Benefit Option was selected, the Retiree List Submission Method and Retiree List Response Method page displays.

On the Multiple Benefit Options Selected page:

  1. The selected Benefit Options display. Continuing with this process assigns the same properties to all selected Benefit Options.
  2. Select Continue to proceed to the Retiree List Submission Method and Retiree List Response Method page or select Cancel to return to the Retiree Electronic Data Interchange (EDI) Methods and Sources page.

     Select [Continue]

On the Retiree List Submission Method and Retiree List Response Method page:

An * indicates a required field.

  1. *Select one method for sending and receiving retiree information.
  2. Select Continue to select the method for sending and receiving retiree information or select Cancel to return to the Retiree Electronic Data Interchange (EDI) Methods and Sources page.

Selection: RDS Secure Website to RDS Center

On the Retiree Electronic Data Interchange (EDI) Methods and Sources Verification page:

  1. Select Confirm to accept the selections or select Cancel to return to the Retiree List Submission Method and Retiree List Response Method page.

     Select [Confirm]

On the Retiree Electronic Data Interchange (EDI) Methods and Sources Confirmation page:

  1. Select Continue to return to the Retiree Electronic Data Interchange (EDI) Methods and Sources page.

     Select [Continue]

Selection: Vendor Mainframe to RDS Center Mainframe or Vendor Mainframe to RDS Center Mainframe with a copy of all Retiree Response Files sent to the RDS Secure Website

On the Vendor Mainframe to RDS Center Mainframe through CMS Extranet page:

An * indicates a required field.

  1. Note the following setup times for CMS Extranet:
    • For Plan Sponsors with a CMS Extranet account and a connection to CMS' RDS Center, the setup takes 1 to 2 weeks.
    • For Plan Sponsors with a CMS Extranet account, but no connection to CMS' RDS Center, the setup takes 1 to 2 months.
    • For Plan Sponsors without a CMS Extranet account, the setup takes 2 to 3 months.
  2. *Enter the Vendor ID assigned by CMS' RDS Center.
  3. Select Continue to search for the Vendor or select Cancel to return to the Retiree List Submission Method and Retiree List Response Method page.

     Select [Continue]

On the Vendor Mainframe ID Found page:

  1. Select Continue to assign the Mainframe Vendor or select Cancel to search again if this is not the correct Mainframe Vendor.

     Select [Continue]

On the Weekly Notification File Delivery Method page:

An * indicates a required field.

  1. *Select a Weekly Notification File Delivery Method.
  2. Select Continue to assign the Weekly Notification File Delivery Method or select Cancel to return to the Vendor Mainframe to RDS Center Mainframe through CMS Extranet page.

     Select [Continue]

On the Retiree Electronic Data Interchange (EDI) Methods and Sources Verification page:

  1. Select Confirm to accept the selections or select Cancel to return to the Weekly Notification File Delivery Method page.

     Select [Confirm]

On the Retiree Electronic Data Interchange (EDI) Methods and Sources Confirmation page:

  1. Select Continue to return to the Retiree Electronic Data Interchange (EDI) Methods and Sources page.

     Select [Continue]

Note: For more information about submitting a Valid Initial Retiree List using the Mainframe, refer to Covered Retiree List.

Selection: Coordination of Benefits (COB): Voluntary Data Sharing Agreement (VDSA) or Mandatory Insurer Reporting (MIR), or Coordination of Benefits (COB): Voluntary Data Sharing Agreement (VDSA) or Mandatory Insurer Reporting (MIR) with a copy of all Retiree Response Files sent to the RDS Secure Website

On the Coordination of Benefits (COB) through VDSA or MIR page:

An * indicates a required field.

  1. Note the following setup information for VDSA or MIR:
    • Contact the CMS Coordination of Benefits (COB) Contractor at cobva@ghimedicare.com.
    • The usual timeframe for completing the agreement and testing with the CMS COB contractor is 60 to 90 days for new agreements.
  2. *Enter the VDSA Plan Number or MIR Reporter ID.
  3. Select Continue to search for the VDSA Plan Number or MIR Reporter ID or select Cancel to return to the Retiree List Submission Method and Retiree List Response Method page.

     Select [Continue]

On the VDSA Plan Number or MIR Reporter ID Found page:

  1. Select Continue to assign the VDSA Plan Number or MIR Reporter ID or select Cancel to return to the Coordination of Benefits (COB) through VDSA or MIR page to search again if this is not the correct VDSA Plan Number or MIR Reporter ID.

     Select [Continue]

On the Weekly Notification File Delivery Method page:

An * indicates a required field.

  1. *Select the Weekly Notification File Delivery Method.
  2. Select Continue to assign the Weekly Notification File Delivery Method or select Cancel to return to the Coordination of Benefits (COB) through VDSA or MIR page.

     Select [Continue]

On the Retiree Electronic Data Interchange (EDI) Methods and Sources Verification page:

  1. Select Confirm to accept these selections or select Cancel to return to the Weekly Notification File Delivery Method page.

     Select [Confirm]

On the Retiree Electronic Data Interchange (EDI) Methods and Sources Confirmation page:

  1. Select Continue to return to the Retiree Electronic Data Interchange (EDI) Methods and Sources page.

     Select [Continue]

Selection: Plan Sponsor Mainframe to RDS Center Mainframe or Plan Sponsor Mainframe to RDS Center Mainframe with a copy of all Retiree Response Files sent to the RDS Secure Website

On the Plan Sponsor Mainframe to RDS Center Mainframe through CMS Extranet page:

  1. Note the following setup times for CMS Extranet:
    • For Plan Sponsors with a CMS Extranet account and a connection to CMS' RDS Center, the setup takes 1 to 2 weeks.
    • For Plan Sponsors with a CMS Extranet account, but no connection to CMS' RDS Center, the setup takes 1 to 2 months.
    • For Plan Sponsors without a CMS Extranet account, the setup takes 2 to 3 months.
  2. Select Continue to assign Plan Sponsor Mainframe to RDS Center Mainframe through CMS Extranet as the Retiree List Submission Method and Retiree List Response Method. Select Cancel to return to the Retiree List Submission Method and Retiree List Response Method page.

     Select [Continue]

On the Weekly Notification File Delivery Method page:

An * indicates a required field.

  1. *Select the Weekly Notification File Delivery Method.
  2. Select Continue to assign the Weekly Notification File Delivery Method or select Cancel to return to the Plan Sponsor Mainframe to RDS Center Mainframe through CMS Extranet page.

     Select [Continue]

On the Retiree Electronic Data Interchange (EDI) Methods and Sources Verification page:

  1. Select Confirm to accept the selections or select Cancel to return to the Weekly Notification File Delivery Method page.

     Select [Confirm]

On the Retiree Electronic Data Interchange (EDI) Methods and Sources Confirmation page:

  1. Select Continue to return to the Retiree Electronic Data Interchange (EDI) Methods and Sources page.

     Select [Continue]

Note: For more information about submitting a Valid Initial Retiree List using the Mainframe, refer to Covered Retiree List.

Return to Complete Step 6: Payment Frequency | Continue to Complete Step 8: Plan Sponsor Agreement