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What should I do if there are changes to my application’s Qualifying Covered Retirees, but I’ve already completed Reconciliation: Finalize Covered Retirees for the application?

Despite a Plan Sponsor's best efforts to ensure that the retiree data reflected in the Covered Retiree List (CRL) is accurate, there may be instances where a Plan Sponsor becomes aware of changes to its Qualifying Covered Retirees (QCRs) after it has completed Reconciliation: Finalize Covered Retirees, but before it has completed Reconciliation: Review & Submit. In such cases, the Account Manager or Authorized Representative can reset Reconciliation using the RDS Secure Website. If the request is submitted timely, Reconciliation: Finalize Covered Retirees is changed to an "Incomplete" status after completion and ALL subsequent Reconciliation steps that were previously completed for the application—beginning with Reconciliation: Finalize Covered Retirees—are changed to an "Incomplete" status and must be completed again. However, the application's Reconciliation Deadline date does not change.

For more information, refer to Resetting Reconciliation and Step-by-Step Instructions: Reset Reconciliation.

Answer ID
1000-12