Create a New Plan Sponsor Account

User Roles:

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Overview

This section provides an overview of the user roles and information required to create a new Plan Sponsor Account.

Introduction to Becoming a Plan Sponsor

The Retiree Drug Subsidy (RDS) Program allows companies and organizations to apply for subsidy of drug costs. For information on qualifying retirees for subsidy, refer to Qualifications for the RDS Program.

Organizations and companies that participate in the RDS Program are called Plan Sponsors. Unless there is a significant business need to have multiple accounts, there may only be one RDS Plan Sponsor account per Employer Identification Number (EIN). Before registering to become a Plan Sponsor, consider which individuals to assign RDS Secure Website user roles and gather the required Registration information.

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RDS Secure Website User Roles

There are two user roles assigned during the Plan Sponsor Registration process: the Account Manager and the Authorized Representative.

Consider the following responsibilities when choosing individuals to fulfill these two roles:

Account Manager Responsibilities

The purpose of the Account Manager is to initiate and manage the Plan Sponsor account.

The Account Manager needs to dedicate sufficient time for management tasks in the RDS Program Lifecycle, such as assigning and managing users, reporting costs, requesting payment, and managing retirees.

For more information about the Account Manager, refer to Register as an RDS Secure Website User.

Authorized Representative Responsibilities

The purpose of the Authorized Representative is to verify and sign the Plan Sponsor Agreement and Reconciliation Agreement.

The Authorized Representative has a significantly less active role than the Account Manager.

The Authorized Representative is granted the legal authority to bind the Plan Sponsor to the terms of the Plan Sponsor Agreement. The Authorized Representative typically delegates application and Reconciliation tasks to the Account Manager or Designees.

For more information about the Authorized Representative, refer to Register as an RDS Secure Website User.

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Required Organization Registration Information

Gather the following organization contact and identification information before you register.

Plan Sponsor Information

  • Employer Identification Number (EIN)
    • Also known as the Federal Employer Tax Identification Number
    • Should be unique per Plan Sponsor account
    • Must be ten characters and must be entered in "00-0000000" format
      • A dash after the second number is required
  • Organization Name
    • Also known as the legal organization name
    • Must be associated with the Employer Identification Number
    • Organization Name field allows a maximum of 50 characters, including spaces
      • If the entire legal organization name does not fit in the field, enter it without abbreviation, until the character limit is reached.

Example: Entering the Legal Organization Name.

  • Legal Organization Name: First America American Autoworkers Union Local Chapter 47
    • Correct Entry: First America American Autoworkers Union Local Cha
    • Incorrect Entry: First Amer American Autowkers Union Local Chapt 47
  • Phone Number
    • Must be ten numbers
  • Extension (optional)
  • Fax Number (optional)
  • Website (optional)
  • Organization Type
    • Select from: Commercial, Government, Nonprofit, Religious, or Union

Plan Sponsor Address (must be associated with Employer Identification Number [EIN])

  • Street Line 1
  • Street Line 2 (optional)
  • City
  • State
  • Zip Code

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Required Authorized Representative Information

  • Email Address (must be in a valid format)
  • First Name
  • Middle Initial (optional)
  • Last Name

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Required Account Manager Information

Account Manager Information

  • First Name (must be associated with Social Security Number)
  • Middle Initial (optional)
  • Last Name (must be associated with Social Security Number)
  • U.S. Social Security Number
  • Date of Birth (must be associated with Social Security Number)
  • Job Title
  • Email Address (must be in a valid format)
  • Phone Number (must be 10 numbers)
  • Extension (optional)
  • Fax Number (optional)

Account Manager Mailing Address

  • Street Address 1
  • Street Address 2 (optional)
  • City
  • State
  • Zip Code

For more information, refer to Register as an RDS Secure Website User.

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What's Next After Creating a New Plan Sponsor Account?

CMS' RDS Center processes and validates the Plan Sponsor and Account Manager Registration information. When this process is successfully completed, the Account Manager receives an email notification confirming the Registration.

The Account Manager can then access the RDS Secure Website using the Login ID and Password created. If the Account Manager does not receive an email within five business days, contact CMS' RDS Center.

The Authorized Representative receives an email invitation to register with CMS' RDS Center, and a copy of that email is also sent to the Account Manager. The Authorized Representative must follow the instructions in the email invitation to complete Registration. If the Authorized Representative does not receive an email within five business days, contact CMS' RDS Center.

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Step-by-Step Instructions

  1. Navigate to the RDS Program Website home page: http://www.rds.cms.hhs.gov.

On the RDS Program Website home page:

  1. If you are a new Account Manager, select REGISTER for the RDS Program.

    If you are an existing Account Manager, select Login Here to log into the RDS Secure Website and begin setting up a new Plan Sponsor Account using the Create a New Plan Sponsor Account link. The link is located in the Account Settings box on the Plan Sponsor List with Application Summary page. You will then be directed to the Plan Sponsor Account Registration page to create a new account.

     Select REGISTER for the RDS Program

On the Account Manager Introduction page:

  1. Review the Account Manager Introduction.
  2. Select Continue to proceed or select Cancel to terminate this process and return to the RDS Program Website. (If you select Cancel, an Exit Warning opens in a new window.)

     Select [Continue]

On the Plan Sponsor Account Registration page:

An * indicates a required field.

  1. *Enter the Employer Identification Number
  2. *Enter the Organization Name
  3. *Enter the Phone Number
  4. Enter the Fax Number
  5. Enter the Website
  6. *Select the Organization Type
  7. *Enter Street Line 1
  8. Enter Street Line 2
  9. *Enter the City
  10. *Select the State
  11. *Enter the Zip Code
  12. Review the User Agreement. Use the scroll bar to scroll through and view the User Agreement, or select the link to view and print the User Agreement in a new window.
  13. *Select the checkbox to accept the User Agreement.
  14. Select Continue to proceed, or select Cancel to terminate this process and return to the RDS Program Website. (If you select Cancel, an Exit Warning opens in a new window.)

     Select [Continue]

On the Assign Authorized Representative page:

An * indicates a required field.

  1. *Enter the Email Address for the person who will be invited to be the Authorized Representative.
  2. Select Continue to proceed, or select Cancel to return to the Plan Sponsor Account Registration page.

     Select [Continue]

Note: You will navigate to one of the following pages based on the Email Address entered for the Authorized Representative. Follow the instructions for the corresponding page name.

Authorized Representative Not Found page:

  1. Select Assign New Authorized Representative to assign this person as the Authorized Representative, or select Return to Assign Authorized Representative to enter a new Email Address.

     Select [Assign New Authorized Representative]

On the Assign New Authorized Representative page:

An * indicates a required field.

  1. *Enter the First Name
  2. Enter the Middle Initial
  3. *Enter the Last Name.
  4. Select Continue to proceed to the Account Manager Information page, or select Cancel to return to the Assign Authorized Representative page.

     Select [Continue]

On the Account Manager Information page:

An * indicates a required field.

  1. *Enter the First Name
  2. Enter the Middle Initial
  3. *Enter the Last Name
  4. *Enter the Social Security Number
  5. *Select the Date of Birth
  6. *Enter the Job Title
  7. *Enter the Email Address
  8. *Re-enter the Email Address
  9. *Enter the Phone Number
  10. Enter the Fax Number
  11. *Enter Street Line 1
  12. Enter Street Line 2
  13. *Select the State
  14. *Enter the Zip Code
  15. Select Continue to proceed, or select Cancel to return to the Assign Authorized Representative page

     Select [Continue]

On the Account Manager Login Information page:

An * indicates a required field.

  1. *Enter a Login ID based on the Login ID Requirements.
  2. *Enter a Password based on the Password Requirements.
  3. *Re-enter Password for verification.
  4. *Select Security Questions and enter Answers.
  5. Select Continue to proceed, or select Cancel to return to the Account Manager Information page.

     Select [Continue]

On the Account Manager Verification page:

  1. Review the information.
  2. Select Confirm to accept the information; select Edit to return to the Assign Authorized Representative page and make changes; or select Cancel to return to the Account Manager Login Information page.

     Select [Confirm]

On the Account Manager Confirmation page:

  1. Print this page for your records.
  2. Select Exit to return to the RDS Program Website.

     Select [Exit]

Authorized Representative Found page:

  1. Select Continue to assign this person as an Authorized Representative, or select Return to Assign Authorized Representative to enter a new Email Address.

     Select [Continue]

On the Account Manager Information page:

An * indicates a required field.

  1. *Enter the First Name
  2. Enter the Middle Initial
  3. *Enter the Last Name
  4. *Enter the Social Security Number
  5. *Select the Date of Birth
  6. *Enter the Job Title
  7. *Enter the Email Address
  8. *Re-enter the Email Address
  9. *Enter the Phone Number
  10. Enter the Fax Number
  11. *Enter Street Line 1
  12. Enter Street Line 2
  13. *Enter the City
  14. *Select the State
  15. *Enter the Zip Code
  16. Select Continue to proceed, or select Cancel to return to the Assign Authorized Representative page.

     Select [Continue]

On the Account Manager Login Information page:

An * indicates a required field.

  1. *Enter a Login ID based on the Login ID Requirements.
  2. *Enter a Password based on the Password Requirements.
  3. *Re-enter Password for verification.
  4. *Select Security Questions and enter Answers.
  5. Select Continue to proceed, or select Cancel to return to the Account Manager Information page.

     Select [Continue]

On the Account Manager Verification page:

  1. Review the information.
  2. Select Confirm to accept the information; select Edit to return to the Assign Authorized Representative page and make changes; or select Cancel to return to the Account Manager Login Information page.

     Select [Confirm]

On the Account Manager Confirmation page:

  1. Print this page for your records.
  2. Select Exit to return to the RDS Program Website.

     Select [Exit]

Authorized Representative Cannot Use page:

  1. Select Return to Assign Authorized Representative to enter a new Email Address.

    Note: This action navigates to the Assign Authorized Representative page. Enter a new Email Address to search.

    Note: A user cannot be assigned as an Authorized Representative when:

    • Their RDS Secure Website user account is inactive. To resolve their inactive account, the Authorized Representative must verify their Email Address when logging into the RDS Secure Website. Refer to Verify Email Address for step-by-step instructions.
    • Their Email Address is associated with a user account that has a different RDS Secure Website user role.

       Select [Return to Assign Authorized Representative]

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