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Health benefit plans – individual major medical

Filing requirements

  1. NAIC TransmittalForm, instructions, and Product Code matrices for completing transmittal forms
  2. Instructions for the Filing Description on the Transmittal (cover letter)
  3. Certificate of Compliance: Word | PDF
  4. Product standards:
    • In addition to being posted at https://www.qhpcertification.cms.gov/s/Application%20Instructions
    • Filers must download and use the latest version of the Excel templates when submitting QHP applications in SERFF or HIOS. Please ensure the success of your QHP submission, whether filing it via SERFF or HIOS, by completing the most current version of the template.
  5. Readability Certification
  6. Actuarial Memorandum Templates
  7. Standard Review Questions 

Current filing forms

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Helpful hints

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​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.

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