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How to Register Your Covered Entity in Beacon: Steps to Get 340B Rebate Ready

November 13, 2025

As HRSA’s 340B Rebate transition moves forward, covered entities across the country are preparing to register in the Beacon Rebate Platform, the official system for managing manufacturer rebate submissions and payments under the HRSA-approved 340B Rebate Pilot.

Whether you’re an RxTrail client or simply part of the broader 340B community, this guide walks you through everything you need to know to complete your Beacon registration smoothly and stay ahead of upcoming rebate program requirements.

Step 1: Access the Beacon Registration Guide

To get started, visit Beacon’s official step-by-step registration instructions here:

How to Register with Beacon

You can also reference the Beacon Welcome Packet, which provides a more detailed walkthrough with screenshots and additional context. Registration steps can be found on pages 4–10 of the packet.

Step 2: Gather the Required Documents

Before beginning your registration, make sure you have the following documentation ready:

  • EIN: IRS Employer Identification Number (format: XX-XXXXXXX)
  • CP 575: IRS notice confirming the EIN has been granted
  • Articles of Incorporation: The legal document establishing your organization or non-profit status
  • W-9: The most recent IRS revision (March 2024)

Having these materials prepared in advance helps ensure a smooth registration process and prevents any delays in account setup.

Step 3: Provide Banking Information for Rebate Payments

Once your initial registration is complete, you’ll need to add your covered entity’s banking details to receive rebate payments. You’ll be asked for:

  • Account name, routing number, and account number
  • A certified bank letter from your financial institution

Your bank letter should meet the following qualifications:

  • Dated within the last 180 days
  • Signed or stamped by the bank
  • Displays the bank name or logo
  • Includes the account holder’s name, address, and account number

If you’re unsure where to obtain this, your treasury department can usually assist with the certified letter request.

Step 4: Confirm Your Readiness

Most of our clients have already completed their Beacon registration, but we want to ensure every covered entity is set up and ready before the rebate programs go live.

Taking the time now to confirm your registration will help you avoid delays in processing claims and receiving payments once the HRSA rebate workflows begin.

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