Filing requirements

Templates:

All templates required whether on or off the Exchange. Current plan templates and supporting documentation can be found at: Qualified Health Plan Application Instructions, Templates and Materials (CCIIO)
(https://www.cms.gov/cciio/programs-and-initiatives/health-insurance-marketplaces/qhp.html)

  1. Plan and Benefits Template
  2. Service Area Template
  3. ECP/Network Adequacy Template
  4. Rate Data Template
  5. Business Rules Template

Submission Requirements:

  1. Binder Cover letter
  2. Certificate of Compliance: Word, PDF
  3. Essential Community Provider Supplemental Response Form
  4. Product Standards: Word, PDF
  5. Program Attestations for SBE Issuers
  6. Partial County Service Area Justification
  7. Stand-Alone Dental Plans-Description of EHB Allocation
  8. SADP Actuarial Value Supporting Documentation and Justification
  9. Plan ID Crosswalk Template

Note: Link source provided when possible.

​​​
​​​​​​​​​​​​​​​​​​​​

Current filing forms

​​​​​
​​​​​​​
Helpful hints
​​​​​​​​​​​​​​​​​
​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​
Associations, Trusts and Discretionary Groups

Effective July 1, 2007, Oregon law changed the division's regulation of Associations, Trusts, and MEWAs. Refer to detailed filing requirements on the links below.

​​​​​​​