The Valid Initial Retiree List is a collection of data about the beneficiaries for whom the Plan Sponsor is seeking subsidy. It is the first transfer of retiree information from the Plan Sponsor to CMS' RDS Center. The Valid Initial Retiree List is submitted by the Plan Sponsor via the RDS Secure Website, or by a Vendor assigned to the application by the Plan Sponsor using Connect:Direct.
A Valid Initial Retiree List can be submitted to CMS' RDS Center after the application has been started, an Application ID is assigned, and Benefit Options have been defined. For more information about submitting the Valid Initial Retiree List, refer to Application Submission: Valid Initial Retiree List.