Manage Registered User Information

User Roles:

AM

AR

AC

D

Program Components:

User Management

Overview

User Management is the responsibility of the Plan Sponsor. For data integrity and security purposes, CMS’ RDS Center does not alter registered user information on the user’s behalf.

Due to the sensitive nature of this data, the user should contact the RDS Center directly should assistance be required. One individual should not contact the RDS Center on another individual’s behalf. Do not include any Protected Health Information (PHI), as defined in the Health Insurance Portability and Accountability Act (HIPAA), or Personally Identifiable Information (PII) in the correspondence, such as User ID, Password, MBI, SSN, DOB, etc.

This section provides an overview of the following topics for managing registered user information:

User Information That Can Be Changed

  • First Name
  • Middle Initial
  • Last Name
  • Company (Actuary only)
  • Job Title
  • Phone Number
  • Fax Number
  • Email Address
  • Mailing Address
  • Password
    • A Password can only be changed once in a 24-hour period.
  • Security Questions and Answers
    • Security Questions can only be changed once in a 24-hour period.

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User Information That Cannot Be Changed

  • Login ID
  • Date of Birth
  • Social Security Number
  • American Academy of Actuaries Membership Number

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Multi-Factor Authentication (MFA)

For an overview and step-by-step instructions for managing your Multi-Factor Authentication (MFA) settings, including your text-enabled device number, refer to Multi-Factor Authentication.

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Actuary Name Changes

Actuary name changes must first be registered with the American Academy of Actuaries before being changed with the Centers for Medicare & Medicaid Services' (CMS') Retiree Drug Subsidy (RDS) Center. It may take one to two weeks for the RDS System to match the Academy's database.

If the Actuary has already attested to Benefit Options, the Plan Sponsor is not required to update the Actuary's information during the plan year.

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Notification of User Information Changes

When an RDS Secure Website user changes any of their personal information, that user, as well as the Account Manager or Authorized Representative of the associated Plan Sponsor account, receives an email notification that a change has been made.

The following table shows which user receives a notification email for each user role's information change:

Notification Matrix for User Roles and Information
User Role for Which Personal Information is Changed User Roles That Are Notified by Email
Authorized Representative Account Manager, Authorized Representative
Account Manager Account Manager, Authorized Representative
Designee Account Manager, Designee
Actuary Account Manager, Actuary

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Step-by-Step Instructions

This section provides step-by-step instructions to manage user information, including personal information, your Password, and Security Questions:

Manage User Information

To access the RDS Secure Website, and navigate to the Plan Sponsor List with Application Summary page, review instructions to access the RDS Secure Website.

From the Plan Sponsor List with Application Summary page:

  1. Select Manage User Information in the Account Settings box.

     Select [Manage User Information]

On the Manage User Information page:

An * indicates a required field.

Information that cannot be changed will be displayed as view only.

  1. *Enter the new User Information and/or Mailing Address.
  2. Select Continue to proceed or select Cancel to go to the Plan Sponsor List with Application Summary page.

     Select [Continue]

On the Manage User Information Verification page:

  1. Review the User Information.
  2. If you changed your First Name or Last Name, enter Answers to your Security Questions to verify your name change.
  3. Select Confirm to proceed or select Cancel to return to the Manage User Information page.

     Select [Confirm]

On the Manage User Information Confirmation page:

  1. Print this page for your records.
  2. Select Continue to return to the Plan Sponsor List with Application Summary page.

     Select [Continue]

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Change Password

To access the RDS Secure Website, and navigate to the Plan Sponsor List with Application Summary page, review instructions to access the RDS Secure Website.

From the Plan Sponsor List with Application Summary page:

  1. Select Change Password in the Account Settings box.

     Select [Change Password]

On the Change Password page:

An * indicates a required field.

  1. *Enter your Current Password.
  2. *Enter a New Password based on the Password Requirements.
  3. *Re-enter New Password for verification.
  4. Select Continue to proceed or select Cancel to return to the Plan Sponsor List with Application Summary page.

     Select [Continue]

On the Change Password Success page:

The change will be effective immediately.

  1. Select Continue to return to the Plan Sponsor List with Application Summary page.

     Select [Continue]

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Forgot Password

Note: If CMS' RDS Center has detected an issue with your email address, you may be asked to verify it in the process of resetting your Password.

On the RDS Program Website homepage (http://www.rds.cms.hhs.gov):

  1. Select Login Here.

     Select [Login Here]

On the Login page:

  1. Select Forgot Password to reset your Password.

     Select [Forgot Password]

On the Validate Person Information page:

An * indicates a required field.

  1. *Enter your Email Address.
  2. *Enter your Social Security Number.
  3. *Select your Date of Birth.
  4. Select Continue to proceed with resetting your Password, or select Cancel to return to the RDS Program Website homepage.

     Select [Continue]

On the Security Questions page:

An * indicates a required field.

  1. *Enter Answers to Security Questions.

    Note: If you have forgotten your Security Answers, select Reset Password to receive an email containing a link to validate your person information and reset your Password. The link can only be used once. If the link has expired, you will be directed to an error page and will need to follow the instructions to receive a new link.

  2. Select Continue to reset your Password, or select Cancel to return to the Validate Person Information page.

     Select [Continue]

On the Reset Password page:

  1. *Enter a New Password based on the Password Requirements.
  2. *Re-enter New Password for verification.
  3. Select Continue to change your Password, or select Cancel to exit the process.

     Select [Continue]

On the Reset Password Success page:

  1. Select Continue to proceed to the Login page.

     Select [Continue]

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Change Password If Account Is Locked

Note: If CMS' RDS Center has detected an issue with your email address, you may be asked to verify it in the process of resetting your Password.

On the RDS Program Website homepage (http://www.rds.cms.hhs.gov):

  1. Select Login Here.

     Select [Login Here]

On the Login page:

  1. Select Forgot Password to reset your Password.

     Select [Forgot Password]

On the Validate Person Information page:

An * indicates a required field.

  1. *Enter your Email Address.
  2. *Enter your Social Security Number.
  3. *Select your Date of Birth.
  4. Select Continue to proceed with resetting your Password, or select Cancel to return to the RDS Program Website homepage.

     Select [Continue]

On the Security Questions page:

An * indicates a required field.

  1. *Enter Answers to Security Questions.

    Note: If you have forgotten your Security Answers, select Reset Password to receive an email containing a link to validate your person information and reset your Password. The link can only be used once. If the link has expired, you will be directed to an error page and will need to follow the instructions to receive a new link.

  2. Select Continue to reset your Password, or select Cancel to return to the Validate Person Information page.

     Select [Continue]

On the Reset Password page:

  1. *Enter a New Password based on the Password Requirements.
  2. *Re-enter New Password for verification.
  3. Select Continue to change your Password, or select Cancel to exit the process.

     Select [Continue]

On the Reset Password Success page:

  1. Select Continue to proceed to the Login page.

     Select [Continue]

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Change or Reset Security Questions

To access the RDS Secure Website, and navigate to the Plan Sponsor List with Application Summary page, review instructions to access the RDS Secure Website.

From the Plan Sponsor List with Application Summary page:

  1. Select Change or Reset Security Questions in the Login Information box.

     Select [Change or Reset Security Questions]

On the Change or Reset Security Questions page:

An * indicates a required field.

  1. *Select Security Questions and enter Answers.
  2. *Enter Social Security Number.
  3. *Enter Date of Birth.
  4. Select Confirm to proceed or select Cancel to return to the Plan Sponsor List with Application Summary page.

     Select [Confirm]

On the Change or Reset Security Questions Confirmation page:

  1. Select Continue to proceed.

     Select [Continue]

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Verify Email Address

Note: If CMS' RDS Center detects an issue with your email address, you may be asked to verify it after submitting information on the Validate Person Information page or the Login page. If your account is also locked due to failed Password attempts, you will receive an error message on the Login page instructing you to select either the Forgot Login ID or Forgot Password link. You will then be directed to the Validate Person Information page to verify your information and then validate your email address.

On the Review Email Address page:

An * indicates a required field.

  1. Review the email address listed in the Current Information section.

  2. If the email address is incorrect, select the Change my Email Address checkbox to update it. The Enter Email Address section will display.

  3. *Enter your email address.

  4. *Re-enter your email address.

  5. Select Continue to proceed to the Email Verification page, or select Cancel to return to the previous page without validating your email address.

    Note: Selecting Continue will send an email from CMS' RDS Center to the address provided containing a PIN to verify the address.

     Select [Continue]

On the Email Verification page:

An * indicates a required field.

  1. *Enter the PIN contained in the email from CMS' RDS Center.

    Note: If you need to close your browser or if your RDS Secure Website session expires before entering the PIN on the Email Verification page, you may select the link in the email from CMS' RDS Center to verify your email address through the Validate Person Information page. You will then need to log into the RDS Secure Website.

    Both the PIN and the link in the email from CMS' RDS Center can only be used once. If the PIN or link expires, you will be directed to an error page and will need to follow the instructions to receive a new PIN/link.

  1. Select Continue to proceed to the Email Confirmation page, or select Cancel to return to the Review Email Address page.

     Select [Continue]

 

On the Email Confirmation page:

  1. Select Continue to proceed to the Login page.

     Select [Continue]

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