- Requirements and Best Practices for Assisters on Providing Remote Consumer Assistance – posted December 15, 2020
- 2021 Open Enrollment Period HealthCare.gov Scheduled Maintenance Windows – posted October 19, 2020
- Assister Do’s and Don’ts – October 2020 (slides)
- Obtaining Consumer Authorization and Handling Consumers’ Personally Identifiable Information (PII) in the Federally-facilitated Marketplace (FFM) – October 2020 (slides)
- Tips for FFM Assisters on Working with Outside Organizations – September 9, 2020 (slides)
- CMS Enrollment Assister Bulletin 2020-01: Guidance Regarding Training, Certification, and Recertification for Navigators and Certified Application Counselors in the Federally-facilitated Exchanges – posted August 28, 2020
- Optional Navigator Assistance – updated 2019
- Assister Conflict of Interest Requirements – September 13, 2019 (slides)
- FAQ on the Help on Demand Tool at HealthCare.gov – posted January 2019
- Tips for Assisters on Working with Outside Organizations – updated June 2018
- How to Obtain a Consumer’s Authorization before Gaining Access to Personally Identifiable Information (PII) – posted October 18, 2017
- Model Authorization Form for Navigators in a Federally-facilitated Marketplace – posted October 18, 2017
- Formulario Modelo de Autorización para Navegadores en el Mercado de Seguros Médicos Facilitado por el Gobierno Federal – posted November 3, 2017
- Model Authorization Form for Certified Application Counselors (CACs) in a Federally-facilitated Marketplace – posted October 18, 2017
- Formulario Modelo de Autorización para los Consejeros Certificados para Solicitudes (CAC) en el Mercado de Seguros Médicos Facilitado por el Gobierno Federal – posted November 3, 2017
- Requirements and Best Practices for Assisters on Handling Personally Identifiable Information – posted September 8, 2017
- Open Enrollment and Beyond: The Role of Assisters in the Federally-Facilitated Marketplaces (FFMs) After Open Enrollment – March 2017 (slides)
- 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
- Assister Tip Sheet: Dos and Don’ts for Outreach and Education Activities in Federally-facilitated Marketplaces – posted November 3, 2016
- Tip Sheet: Federally-facilitated Marketplace Assister Conflict of Interest Requirements - May 9, 2016
- Overview of the Final Notice of Benefit and Payment Parameters for 2017 – March 18, 2016 (slides)
- An Assister’s Guide to Working with Agents and Brokers – October 9, 2015 (slides)
- Foreign Insurance Coverage Fast Facts for Assisters – posted June 2, 2015
- Special Populations: Pregnant Women: Fast Facts for Assisters – posted April 14, 2015
- Understanding the Summary of Benefits and Coverage (SBC): Fast Facts for Assisters – posted March 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
- Medicaid and CHIP: Fast Facts for Assisters – posted January 13, 2015; updated 2018
- Assister Tip Sheet: Dos and Don’ts for Providing Application and Enrollment Assistance in Federally-facilitated and State Partnership Marketplaces – posted January 6, 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
- 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
- Resources for Agents and Brokers in the Health Insurance Marketplaces
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