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. 


Page Last Modified:
01/25/2024 10:28 AM