Plan Sponsors must manage retiree information throughout the phases of an application to establish Qualifying Covered Retirees (QCRs), the individuals for whom the Plan Sponsor will report costs and request payment. A QCR must be (1) a retiree of the Plan Sponsor or a retiree's spouse/dependent, (2) a person covered under the Plan Sponsor's Qualified Retiree Prescription Drug Plan, and (3) a person eligible for but not enrolled in a Medicare Part D plan.
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:
- Communicating With Your RDS Vendor: This resource for Plan Sponsors is part of the Account Manager Quick Start Guide. Visit this page to learn how to communicate with your Vendor throughout the application lifecycle and get some tips for success.
- Vendor Quick Start Guide: This guide for new RDS Vendor representatives offers tips and resources for getting started as a Vendor representative, managing retiree enrollment, and cost reporting.
Select a topic for more information regarding Retiree Management:
This section provides an overview of Electronic Data Interchange (EDI) and retiree processing.
This section provides information about how and what kind of retiree information is sent to CMS' RDS Center.
This section describes the types of retiree information created by CMS' RDS Center.
This section describes the user roles in retiree processing.
This section provides an overview and step-by-step instructions related to submitting the Valid Initial Retiree List and the Monthly Retiree List.
This section provides an overview and step-by-step instructions related to processing Retiree Response Files.
This section provides an overview and step-by-step instructions related to processing Weekly Notification Files.
This section provides an overview and step-by-step instructions related to requesting and downloading a Covered Retiree List.
This section provides an overview and step-by-step instructions related to viewing Medicare Part D Enrollment Rejection Notifications:
This section provides guidance to assist in solving some of the most common retiree file problems.
This page provides links to resources that assist with processing retiree information.
This section provides an overview and step-by-step instructions for viewing Current Covered Retiree Counts.