Information Required to Complete an Application

User Roles:

AM

AR

AC

D

Plan Information

After the application is submitted, certain information may be changed using the RDS Secure Website.

  • Plan Year Start Date and Plan Year End Date - cannot be changed
    • A plan year is whatever period of time a Plan Sponsor designates in the Valid Initial Online Application
    • The duration of a plan year cannot exceed 12 months
    • The retirees must be submitted with coverage dates within the plan year to receive the subsidy
  • Plan Name - cannot be changed

Benefit Option Information

  • Benefit Option Name
  • Unique Benefit Option Identifier (for example: Rx Group Number)
  • Benefit Option Type (Self-Funded or Fully-Insured)

Note: After the application is submitted, the Benefit Option Type may be changed. If the Benefit Option Type change involves any change to benefits, cost-sharing, or retiree premium contributions, the Actuary must re-evaluate whether the plan satisfies the Actuarial Equivalence Tests. The Actuary must be contacted to determine whether the Benefit Option and plan satisfies the Actuarial Equivalence Tests for the applicable 12-month annualized period, taking into account any such changes.

Actuary Information

  • First Name (exactly as it is on file with the American Academy of Actuaries)
  • Last Name (exactly as it is on file with the American Academy of Actuaries)
  • Actuary's American Academy of Actuaries Membership Number
  • Email Address
  • Specific Benefit Options Assignments (only necessary if assigning more than one Actuary to the application)

Note: After the application is submitted, the Actuary's First Name, Last Name, and Email Address may be changed using the RDS Secure Website.

Electronic Funds Transfer (EFT) Information

  • Bank Name
  • Account Type (Checking or Savings)
  • Organization Name associated with Account
  • Account Number
  • Bank Routing Number
  • Bank Address
  • Bank Contact
    • Name
    • Phone Number
    • Email Address

Designee Information (Optional)

  • Designee Name
  • Designee Email Address
  • Desired Designee privileges
  • Pass Phrase (A simple case-sensitive phrase for the Designee to use as identification during User Registration on the RDS Secure Website)

Note: After the application is submitted, Designee Information may be changed using the RDS Secure Website except for the Pass Phrase.

Payment Frequency

The selected Payment Frequency cannot be changed after the application is submitted.

Review the following information to help select a Payment Frequency:

Interim Monthly

The Interim Monthly Payment Frequency allows Plan Sponsors to make a maximum of 12 interim payment requests for a plan year. Although 12 interim payment requests are allowed, a Plan Sponsor may choose to submit fewer than 12 requests. The first payment request can be submitted one month from the start of the plan year after interim costs are reported. Subsequent payment requests can be made if either 16 days have passed since the last payment approval (if the payment amount was greater than zero) or 31 days have passed since the last payment request, whichever is later. A Plan Sponsor is notified through email when a payment request is approved.

Plan Sponsors may not submit an interim monthly payment request once payment Reconciliation has been initiated. Plan Sponsors are required to submit a Reconciliation payment request by the Reconciliation Deadline. Although up to 12 interim payment requests are allowed, a Plan Sponsor may choose to not submit any interim payment requests and only submit a final payment request (similar to the Annual Payment Frequency option below) using the RDS Secure Website payment Reconciliation feature.

Interim Quarterly

The Interim Quarterly Payment Frequency allows Plan Sponsors to make a maximum of four interim payment requests for a plan year. Although four interim payment requests are allowed, a Plan Sponsor may choose to submit fewer than four. The first payment request can be submitted after one quarter has passed since the start of the plan year and once interim costs are reported. Subsequent payment requests can be made if either 16 days have passed since the last payment approval (if the payment amount was greater than zero) or 31 days have passed since the last payment request; whichever is later.

Plan Sponsors may not submit an interim quarterly payment request once payment Reconciliation has been initiated. Plan Sponsors are required to submit a Reconciliation payment request by the Reconciliation Deadline. Although up to four interim payment requests are allowed, a Plan Sponsor may choose to not submit any interim payment requests and only submit a final payment request (similar to the Annual Payment Frequency option) using the RDS Secure Website payment Reconciliation feature.

Interim Annual

The Interim Annual Payment Frequency allows Plan Sponsors to make a maximum of one interim payment request for a plan year. The interim annual payment request cannot be made until one day after the Plan Year End Date.

Plan Sponsors may not submit an interim annual payment request once payment Reconciliation has been initiated. Plan Sponsors are required to submit a Reconciliation payment request by the Reconciliation Deadline. Although one interim payment request is allowed, a Plan Sponsor may choose not to submit any interim payment requests and only submit a final payment request (similar to the Annual Payment Frequency option) using the RDS Secure Website payment Reconciliation feature.

Annual

The Annual Payment Frequency allows Plan Sponsors to make one payment request using the RDS Secure Website payment Reconciliation feature. The Reconciliation, and thereby the single annual payment request, cannot be made until one day after the Plan Year End Date. To be accepted, the payment request must be submitted by the Reconciliation Deadline.

Retiree Electronic Data Interchange (EDI) Methods and Sources

The Retiree EDI Methods and Sources should be selected based on who submits retiree files in the organization and how the retiree files are sent and received.

The following Retiree List Submission Methods and Retiree List Response Methods are available for selection:

  • RDS Secure Website to RDS Center
  • Vendor Mainframe to RDS Center Mainframe
  • Vendor Mainframe to RDS Center Mainframe with a copy of all Retiree Response Files sent to the RDS Secure Website
  • Coordination of Benefits (COB): Voluntary Data Sharing Agreement (VDSA) or Mandatory Insurer Reporting (MIR)
  • 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
  • Plan Sponsor Mainframe to RDS Center Mainframe
  • Plan Sponsor Mainframe to RDS Center Mainframe with a copy of all Retiree Response Files sent to the RDS Secure Website
Retiree List Submission Method and Retiree List Response Methods
Retiree EDI Methods and Sources Possible Notification Methods
RDS Secure Website RDS Secure Website
Vendor Mainframe

RDS Center Mainframe to Vendor Mainframe

RDS Center Mainframe to Vendor Mainframe with a copy sent to the RDS Secure Website

RDS Secure Website Only

Coordination of Benefits (COB): Voluntary Data Sharing Agreement (VDSA) or Mandatory Insurer Reporting (MIR)

Coordination of Benefits (COB): Voluntary Data Sharing Agreement (VDSA) or Mandatory Insurer Reporting (MIR)

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

RDS Secure Website Only

Plan Sponsor Mainframe

RDS Center Mainframe to Plan Sponsor

RDS Center Mainframe to Plan Sponsor Mainframe with a copy sent to the RDS Secure Website

RDS Secure Website Only

Return to top