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RDS Program Components

Additional Program Tasks

Quick Access Reports (QAR)

Supplemental Information

Complete Step 8: Plan Sponsor Agreement

User Roles:

AR

Program Components:

Annual Plan Application

After Steps 1 through 7 have been completed, the Valid Initial Online Application may be submitted by the Authorized Representative signing the Plan Sponsor Agreement in Step 8.

If the Authorized Representative has not completed the RDS Secure Website Registration process, refer to RDS Secure Website User Roles and Other Program Stakeholders.

Note: The Authorized Representative is the ONLY individual who can sign the Plan Sponsor Agreement and submit the completed application to CMS' RDS Center.

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 8: Plan Sponsor Agreement.

On the Plan Sponsor Agreement page:

An * indicates a required field.

  1. Read the Plan Sponsor Agreement.
  2. *Select the checkbox to confirm that you have reviewed and agreed to each clause of the Plan Sponsor Agreement.
  3. Select Continue to sign the Plan Sponsor Agreement and submit the Valid Initial Online Application or select Cancel to return to the Application Status page.

    Note: The Continue button is activated after successfully completing all of the required steps in the Application Submission Process.

     Select [Continue]

On the Plan Sponsor Agreement Verification page:

  1. *Enter answers to the two Security Questions.
  2. Select Confirm to sign the Plan Sponsor Agreement and submit the Valid Initial Online Application or select Cancel to return to the Plan Sponsor Agreement page.

    Note: Once the Authorized Representative signs the Plan Sponsor Agreement, a page displays confirming the Plan Sponsor Agreement has been signed and the Valid Initial Online Application has been submitted. CMS' RDS Center strongly recommends printing this page for your records.

     Select [Confirm]

On the Plan Sponsor Agreement Confirmation page:

  1. CMS' RDS Center strongly recommends printing this page for your records.
  2. Select Continue to return to the Application Status page.

    Note: The Valid Initial Retiree List must also be submitted by the Application Deadline. For information about the Application Deadline, including what is required to be submitted by the Application Deadline, refer to Important Application Deadline Information.

     Select [Continue]

Return to Complete Step 7: Retiree Electronic Data Interchange (EDI) Methods and Sources | Continue to Complete Step 9: Valid Initial Retiree List