Marketing Models, Standard Documents, and Educational Material
Marketing Models, Standard Documents, and Educational Material
This section includes standardized outreach and educational material for Medicare Advantage Plans, Medicare Advantage Prescription Drug Plans, Prescription Drug Plans, and 1876 Cost Plans.
Agent/Broker Training & Testing Guidelines
View the Agent/Broker Training & Testing Guidelines in the Downloads section below. Agent/Broker Training & Testing Guidelines are posted for Plans/Part D sponsors to use at a minimum, and is a high-level breakdown of the criteria for development of individual training and testing for agents/brokers.
CMS Model Marketing Materials
View the model marketing materials in the Downloads section below. Model marketing materials include: the standardized Annual Notice of Change (ANOC) and Evidence of Coverage (EOC) templates and instructions, ANOC/EOC Errata, and Provider Directory.
Part C Explanation of Benefits (EOB) Materials
View the Part C EOB materials in the Downloads section below. These materials include the HPMS memorandum titled, “Updates Regarding Final Part C EOB Model Templates and Implementation of the Part C EOB,” the final templates and instructions, and Frequently Asked Questions regarding the Part C EOB requirements for Medicare Advantage Organizations, effective April 1, 2014.
UPDATE - 12/13/2018
The Centers for Medicare & Medicaid Services (CMS) received OMB’s approval for the latest ANOC and EOC models through 12/31/21. CMS replaced the models that were previously posted on this website to reflect the OMB approval number and expiration date. While plans may deplete existing hard copy stock, they should add the approval number and expiration date to the online versions and newly produced hard copies by January 1, 2020.
Downloads
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CY 2024 Model Materials Corrected Versions 08-10-2023 (ZIP) -
CY 2024 Translated Part C Model Materials (ZIP) -
CY 2024 Translated Enrollment Forms (ZIP) -
MA Provider Termination Notice model document - DRAFT (PDF) -
CY2024 Agent Broker Training Testing Guidelines (PDF) -
Agent/Broker Dos and Don'ts - Translated (CY 2023) (ZIP) -
CY2023 Model Materials - Reissued 12-15-2022 (ZIP) -
CY 2023 Enrollment Forms (ZIP) -
CY2023_Part C_Translated_DSNP_Model_Materials_-_Chinese_and_Spanish (ZIP) -
Agent/Broker Dos and Don'ts - 9-2022 (PDF) -
CY_2023_Part C_Translated Model_Materials_Chinese (ZIP) -
CY_2023_Part C_Translated_Model_Materials_Spanish (ZIP) -
CY2023 Agent Broker Training Testing Guidelines - Updated 08-03-2022 (DOCX) -
Agent/Broker Dos & Don'ts - Translated (ZIP) -
Agent/Broker Dos & Don'ts - 9-2021_ (PDF) -
CY2022 Translated Enrollment Forms (ZIP) -
CY_2022_Part_C_Translated_Model_Materials_Spanish (ZIP) -
CY_2022_Part_C_Translated_Model_Materials_Chinese (ZIP) -
CY 2022 Agent-Broker Training and Testing Guidelines_revised 7-6-2021 (PDF) -
CY 2022 Model Materials (ZIP) -
2021_Part_C_Translated_Model_Materials_Spanish (ZIP) -
2021_Part_C_Translated_Model_Materials_Chinese (ZIP) -
2021_Translated_Provider_Directory (ZIP) -
CY_2021_ MA_and_Section_1876_Cost_Plan_Provider_Directory_Model_7-08-2020 (PDF) -
2021_Model_Materials (ZIP) -
2021_Agent_Broker_Training_Guidelines_Revised (DOCX) -
CY2021 Translated Enrollment Forms (ZIP) -
2020 Model Materials (ZIP) -
2020 Translated Part C Model Materials_Spanish 2 (ZIP) -
2020 Translated Provider Directory Models (ZIP) -
2020 Agent Broker Training Testing Guidelines (PDF) -
2019 Model Materials Updated 12-13-18 (ZIP) -
2019 Model Materials - Translations (ZIP) -
2019 Translated Model Materials_Part C EOC_SPA (ZIP) -
2019 Translated Model Materials EOC Chinese (ZIP) -
2019 Translated Enrollment Forms (ZIP) -
2019 Agent Broker Training Guidelines_Revised 08.20.18 (PDF) -
2018 Model Materials - Updated (ZIP) -
2018 Model Materials - Translations (ZIP) -
2018 Translated Enrollment Forms (ZIP) -
2017 Model Materials (ZIP) -
2017 Model Materials - Translations (ZIP) -
2016 Model Materials- Translations (ZIP) -
2015 Model Materials (ZIP) -
2015 Model Materials - Translations (ZIP) -
Part C EOB Materials (ZIP)
Page Last Modified:
09/26/2023 01:15 PM