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CMS' RDS Center will be performing system maintenance on the RDS Secure Website on Friday, April 19, 2024 beginning at 9:00PM ET and concluding Saturday, April 20, 2024 at 10:00AM ET. The Secure Website will be available, but file processing will be impacted. Refer to this Announcement for details.

Annual Plan Application

User Roles:






Program Components:

Annual Plan Application

To participate in the RDS Program, Plan Sponsors must submit a timely application using the RDS Secure Website for each plan year for which the Plan Sponsor would like to request subsidy. The Account Manager or Authorized Representative may start an RDS application after the Plan Sponsor Account has been created.

The Account Manager, Authorized Representative, and Actuary user roles are required in order to complete the Application Submission process. Designees are optional – the Plan Sponsor does not need to assign Designees to applications nor are Designees required to submit applications. If the Plan Sponsor chooses to assign Designees to their applications, Designees can be assigned and registered to an RDS application before or after Application Submission.

To be considered timely, a Valid Initial Online Application AND a Valid Initial Retiree List must be submitted prior to the expiration of the Application Deadline, which is 90 days before the Plan Year Start Date selected when a new application is created. For more information about the Application Deadline, review Important Application Deadline Information.

Refer to the Apply for the RDS Program section for the information and user roles required to complete an application.

Note: Are you a Plan Sponsor working with a Vendor, or are you a Vendor representative new to the RDS Program? The RDS Welcome Kit offers the following Vendor-related materials:

Select a topic for more information to complete Annual Plan Application tasks:

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