​Filing requirements​


All templates required whether on or off the Exchange. Current plan templates can be found at: http://www.cms.gov/cciio/programs-and-initiatives/health-insurance-marketplaces/qhp.html#Instructions, Templates and Materials​

  1. Plan and Benefits Template
  2. Administrative Data Template
  3. Network Template
  4. Service Area Template
  5. Essential Community Providers Template
  6. Rate Data Template (individual only)
  7. Business Rules Template (individual only)

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
  10. Network Adequacy Template​

Note: Link source provided when possible.


FAQ for 2016​


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.