Marketing Models, Standard Documents, and Educational Material
Guidance for standardized outreach and educational material for Medicare Advantage Plans, Medicare Advantage Prescription Drug Plans, Prescription Drug Plans, and 1876 Cost Plans.
Issued by: Centers for Medicare & Medicaid Services (CMS)
Issue Date: January 01, 2020
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 Materials
View the model materials in the Downloads section below. Model 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.
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DISCLAIMER: The contents of this database lack the force and effect of law, except as authorized by law (including Medicare Advantage Rate Announcements and Advance Notices) or as specifically incorporated into a contract. The Department may not cite, use, or rely on any guidance that is not posted on the guidance repository, except to establish historical facts.