- Obtaining Consumer Authorization and Handling Consumers' Personally Identifiable Information – November 9, 2022 (slides)
- Assister Do's and Don'ts – November 2, 2022 (slides)
- Tips for Assisters on Working with Outside Organizations – August 31, 2022 (slides)
- Medicaid and CHIP: Fast Facts for Assisters – updated March 2022
- Assister Conflict of Interest Requirements – September 22, 2021 (slides)
- CMS Enrollment Assister Bulletin 2021-01: Guidance Regarding Training, Certification, and Recertification for Navigators and Certified Application Counselors in the Federally-facilitated Exchanges – posted August 27, 2021
- 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
- Optional Navigator Assistance – updated 2019
- 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)
- Tip Sheet: Federally-facilitated Marketplace Assister Conflict of Interest Requirements - May 9, 2016
- 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
- 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
- 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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