This section provides an overview of managing the Actuary role.
User Management is the responsibility of the Plan Sponsor. For data integrity and security purposes, CMS' RDS Center does not alter registered user information or role assignments on the user's behalf.
The Plan Sponsor can change or unassign the Actuary prior to application submission. If the application has already been attested, the newly assigned Actuary must attest the application prior to submission.
In order for actuaries to be invited to attest an RDS application, they must first opt-in to participate in the RDS program on the American Academy of Actuaries website. Refer to American Academy of Actuaries: The Retiree Drug Subsidy Program for information on this process.
This section provides step-by-step instructions for managing the Actuary role:
Note: This process requires that you enter an email address for the person you want to reassign. Depending on the situation, you may navigate to one of three different pages during this process:
To access the RDS Secure Website, and navigate to the Dashboard page, review instructions to access the RDS Secure Website.
On the Dashboard page:
Select the Application ID for which you want to change the Actuary.
On the Application Overview page:
Select Actuary.
On the Actuary page:
Select Change Actuary.
An asterisk (*) indicates a required field.
Select Search.
Depending on the search results for the email address, one of three scenarios may occur:
Scenario 1: Actuary Cannot Use:
On the Actuary page:
Select Search to search again for a different Actuary.
Or
On the Actuary page:
Select Assign to assign this user as an Actuary or select Cancel to return to search again for a different Actuary.
After selecting Assign, a Success message will display. You may select Change Actuary to cancel the current Actuary assignment and search again for a different Actuary.
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.
Or
Scenario 3: Actuary Not Found:
On the Actuary page:
An asterisk (*) indicates a required field.
Select Invite to proceed or select Cancel to search again for a different Actuary.
After selecting Invite, a Success message will display. You may select Change Actuary to cancel the current Actuary assignment and search again for a different Actuary.
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.
If the Actuary has not yet opted into the RDS program on the American Academy of Actuaries website, or if the American Academy of Actuaries Number and/or Actuary Name are entered incorrectly, an error message will display on the Actuary Page. To clear the error:
On the Actuary Page:
Select Invite to proceed or select Cancel to search again for a different Actuary.
On the Dashboard page:
Select the Application ID for which you want to remove the Actuary.
On the Application Overview page:
Select Actuary.
On the Actuary page:
Select Remove Actuary.
When the Remove Actuary pop-up displays, select Remove to unassign the Actuary from the application, or select Cancel to return to the Actuary page.
After selecting Remove, a Success message will display. A Warning message will display if the application has not yet been attested. Enter an email address and search again to assign a new Actuary.