Filing requirements


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)

  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.