Skip to main content

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.

Reconciliation: Review Final Payment Request

User Roles:

AM

AR

D

Program Components:

Reconciliation

Overview

This section provides an overview of the following topics:

Introduction to Reconciliation: Review Final Payment Request

The purpose of Reconciliation: Review Final Payment Request is for the Account Manager or Designee with the Request Payment privilege to agree to the final payment request amount before the Authorized Representative approves it.

Return to top

Timing and Dependencies

Reconciliation: Review Final Payment Request can be started after all prior Reconciliation steps have been completed. Reconciliation: Review Final Payment Request must be marked "Complete" with a green check in the Left Navigation menu to proceed to the remaining Reconciliation steps.

Return to top

User Roles

Reconciliation: Review Final Payment Request can only be completed by Designees with the Request Payment privilege or the Account Manager. The Authorized Representative has "View Only" access to this step.

Multiple users are involved in cost reporting and preparing the Reconciliation payment request, so it is important for the Plan Sponsor to carefully coordinate the completion of this step.

Return to top

Cost Comparison for the Final Payment Request

For a detailed cost comparison of the values used to calculate the Amount of Reconciliation Final Payment Request displayed in Reconciliation: Review Final Payment Request, select Review Final Costs.

Return to top

Making Changes to the Final Payment Request

If the Plan Sponsor identifies the need for changes to final cost data prior to completion of Reconciliation: Review and Submit, the Account Manager or Designee with the Request Payment can revisit Reconciliation: Manage Final Costs and select Allow Reporting. All subsequent Reconciliation steps will be marked "Incomplete" and must be recompleted.

Note: Reconciliation: Review Final Costs, Reconciliation: Review Final Payment Request, and Reconciliation: Banking Information are marked "Incomplete" if the Authorized Representative rejects the Reconciliation Payment Request in Reconciliation: Review and Submit.

Return to top

Mandatory Payment Reduction 

The Centers for Medicare and Medicaid Services (CMS’) Retiree Drug Subsidy (RDS) Program is subject to the mandatory reductions in Federal spending in accordance with the Balanced Budget and Emergency Deficit Control Act of 1985 (BBEDCA), as amended.

CMS' RDS Center will apply a mandatory payment reduction to all plan months of April 2013 and beyond when calculating payment requests for affected applications.

Beginning with costs incurred in January 2024, CMS’ RDS Center will apply the mandatory payment reduction to each interim payment request and the Reconciliation final payment request.

For additional information on the RDS Mandatory Payment Reduction (i.e., sequestration) policy, refer to Mandatory Payment Reduction.

Return to top

What Happens After This Step Is Complete?

After Reconciliation: Review Final Payment Request is complete, the step is marked with a green check mark in the Left Navigation menu to indicate the step is complete. The status of the application remains "Reconciliation Cost Reporting Closed."

Return to top

Step-by-Step Instructions

This section provides step-by-step instructions to complete Reconciliation: Review Final Payment Request.

To access the RDS Secure Website and navigate to the Dashboard page, review instructions to access the RDS Secure Website.

On the Dashboard page:

  1. Select In Progress to view a list of all Applications in progress. 
  2. Select the Application ID for which you want to view Reconciliation. 

    Dashboard page with sample data. In Progress and Application ID links are highlighted.

On the Application Overview page:

  1. Select Reconciliation.

    Application Overview page with sample data. Reconciliation is highlighted in left nav.

On the Reconciliation page:

  1. Select Review Final Payment Request.

    Reconciliation page with sample data. Review Final Payment Request is highlighted in left nav.

On the Review Final Payment Request page:

  1. Review the Amount of Reconciliation Payment Request and Reconciliation Deadline. If you wish to view details of the Final Cost Reports, select Review Final Costs. If you determine that changes to Final Cost Reports are required, revisit Reconciliation: Manage Final Costs and select Allow Reporting.

    Review Final Payment Request page with sample data. Subsidy Amount section is highlighted, and Review Complete button is disabled.

  2. Select the checkbox to indicate that The amount of the Reconciliation Payment Request is correct.

    Review Final Payment Request page with sample data. Checkbox section is highlighted. Checkbox is selected, and Review Complete button is enabled.

  3. Select Review Complete.

    Review Final Payment Request page with sample data. Checkbox is selected, and Review Complete button is highlighted.

  4. The Review Final Payment Request page refreshes to display a Success message. The checkbox and Review Complete button are disabled. Reconciliation: Review Final Payment Request is marked with a green check mark in the Left Navigation menu.

    Review Final Payment Request page with sample data. Review Final Payment Request with complete status indicator in left nav is highlighted.

Return to top

Return to Reconciliation: Review Final Costs | Continue to Reconciliation: Banking Information

Page last updated: