Guidance & regulations on assister programs
- Guidance on Certified Application Counselor Program for the Federally Facilitated Marketplace including State Partnership Marketplaces
- CMS-9955-F: Patient Protection and Affordable Care Act; Exchange Functions: Standards for Navigators and Non-Navigator Assistance Personnel; Consumer Assistance Tools and Programs of an Exchange and Certified Application Counselors
- Model Certified Application Counselor (CAC) Recertification Request Form for Federally-facilitated and State Partnership Marketplaces
- How to Obtain a Consumer's Authorization before Gaining Access to Personally Identifiable Information (PII) – posted November 13, 2014
- Model Authorization Form for Certified Application Counselors (CACs) in a Federally Facilitated Marketplace or State Partnership Marketplace – posted September 2, 2015
- Modelo del Formulario de Autorización para los Consejeros Certificados para Solicitudes (CAC) en un Mercado Facilitado por el Gobierno Federal o una Alianza Estatal del Mercado – posted September 2, 2015
- Model Authorization Form for Navigators in a Federally Facilitated Marketplace or State Partnership Marketplace – posted October 29, 2015
- Modelo de Formulario de Autorización para Navegadores en un Mercado Facilitado por el Gobierno Federal o una Alianza Estatal del Mercado – posted October 29, 2015
- Best Practices for Handling Personally Identifiable Information: Fast Facts for Assisters - updated February 2015
- Medicaid and CHIP: Fast Facts for Assisters – posted January 13, 2015
- Assister Tip Sheet: Dos and Don’ts for Providing Non-discriminatory, Culturally and Linguistically Appropriate Services, and Services Accessible for Consumers with Disabilities in Federally-facilitated and State Partnership Marketplaces – posted January 6, 2015
- Assister Tip Sheet: Dos and Don’ts for Providing Application and Enrollment Assistance in Federally-facilitated and State Partnership Marketplaces – posted January 6, 2015
- Information and Tips for Assisters: How and when to provide information about agent and broker services to consumers, and other information about engaging with agents and brokers – posted February 11, 2015
- Understanding the Summary of Benefits and Coverage (SBC): Fast Facts for Assisters – posted March 6, 2015
- Special Populations: Pregnant Women: Fast Facts for Assisters – posted April 14, 2015
- Foreign Insurance Coverage Fast Facts for Assisters – posted June 2, 2015
- August 24, 2015 – CMS Enrollment Assister Bulletin: 2015-01: Guidance Regarding Training, Certification, and Recertification for Navigator Grantees and Certified Application counselors in the Federally-facilitated Marketplaces
- An Assister’s Guide to Working with Agents and Brokers – October 9, 2015 (slides)
- Assister Dos and Don’ts – October 23, 2015 (slides)
- Open Enrollment and Beyond: The Role of Assisters in the Federally-Facilitated Marketplaces (FFMs) After Open Enrollment – February 5, 2016 (slides)
- Obtaining Consumer Authorization and Handling Consumers’ Personally Identifiable Information (PII) in the Federally-facilitated Marketplace (FFM) – February 5, 2016 (slides with speaker notes)
- Overview of the Final Notice of Benefit and Payment Parameters for 2017 – March 18, 2016 (slides)
- Tip Sheet: Federally-facilitated Marketplace Assister Conflict of Interest Requirements - May 9, 2016
- Assister Conflict of Interest Requirements – September 16, 2016 (slides with speaker notes)
- Assister Tip Sheet: Dos and Don’ts for Outreach and Education Activities in Federally-facilitated Marketplaces – posted November 3, 2016
- Updated Guidance for Navigator Cooperative Agreement Recipients in Federally-facilitated Marketplaces (FFMs): Carrying out Navigator Duties and Activities through Subrecipients or Contractors – posted November 15, 2016