Managing a Plan Sponsor Account
This page contains answers to Common Questions about Managing a Plan Sponsor Account. Review this page to learn about how to create a Plan Sponsor Account, what registered Plan Sponsor information can and cannot be changed, and more. For additional information refer to the Manage a Plan Sponsor Account section of the RDS User Guide.
Specific Plan Sponsor, Authorized Representative, and Account Manager information is required to create a Plan Sponsor Account. For detailed information, refer to Create a New Plan Sponsor Account.
For step-by-step instructions, refer to Create a New Plan Sponsor Account.
The following registered Plan Sponsor information can be changed:
- Phone Number
- Organization Type
- Address
- Website
The following registered Plan Sponsor information cannot be changed:
- Employer Identification Number
- Organization Name
Note: Refer to Report a Change of Plan Sponsor EIN or Company Name if the Plan Sponsor's Employer Identification Number or Organization Name must be changed.
The Account Manager is the only RDS Secure Website user that has the authority to change Plan Sponsor information.
For step-by-step instructions, refer to Change Registered Plan Sponsor Information.
As part of the Plan Sponsor Agreement and in accordance with 42 C.F.R. §423.892 of Federal regulations, Plan Sponsors are required to provide CMS with notice at least 60 days prior to the anticipated effective date of the Change of Ownership.
Examples of a Change of Ownership include any transfer of assets, merger, name change, or new Employer Identification Number (EIN).
Refer to Report a Change of Plan Sponsor EIN or Company Name for information about reporting a Change of Ownership, including examples of supporting documentation required to substantiate a change of Plan Sponsor EIN or Company Name.