The Workspace module in Beacon Rebate Model provides a centralized location to review and complete tasks associated with your registered covered entities.

Ahead of the January 2027 Rebate Model launch, previously registered covered entities can use Workspace to confirm their existing registration information and update required documents without completing registration again.

You can use Workspace to:

Workspace displays the tasks associated with your covered entities, allowing you to review outstanding requirements, track completion progress, and access the information needed to complete each task. Workspace is organized into the following core components.

Use the tabs at the top of the module to navigate between different types of tasks.

The available categories are General, Pharmacy Claims, Medical Claims, and Payments.

Within each category, Workspace organizes tasks based on the action, document, or information requiring review. Each task is completed separately for each associated covered entity.

Each task displays the associated covered entities and a progress indicator showing how many have completed the requirement. Select a task to expand it and view each covered entity by 340B ID and entity name. Then, follow the instructions to review, confirm, update, or submit the required information.

As tasks are completed, the progress indicator updates. The task is complete once the requirement has been completed for all associated covered entities.

The General category contains tasks for reviewing and updating information and documents associated with your covered entity's registration.

Use the W-9 File task to upload and submit an updated W-9 for the selected covered entity.

Upload the required document, confirm that you selected the correct file, and submit it. Workspace displays the file's progress through submission and confirms when the task is complete.

Use the EIN and CP-575 task to review the Employer Identification Number (EIN) and associated CP-575 document currently on file for the covered entity.

Review the existing information and confirm that it is correct or update with the most recent EIN and CP-575 information.

Use the Articles of Incorporation task to review the document currently on file for the covered entity.

Confirm that the existing Articles of Incorporation are correct or indicate that an update is required.

Use the Bank Account Details task to provide and verify the bank account information used to receive rebate payments.

Bank account information is completed separately for each covered entity and may require additional verification, including micro-deposit verification.

If you have questions or need additional help, our team is here for you — please feel free to reach out using any of the contact options below:

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