Comprehensive Health Rate Filings - Grandfathered

​Last Updated: April 5, 2018

Comprehensive Health Rate Filing Requirements
Individual and Small Group Markets

Grandfathered

Required DocumentDescriptionReference Document(s)
Individual Market Filings – Rating Level
(submit identical documents with all filings in the rating block)
Actuarial Memorandum (Grandfathered)Standardized format for Actuarial Memorandum 
Individual Market Filings – Product Level
(submit one document for each product in the filing)
Product Data Template – Individual (Grandfathered)Standardized collection tool for product-specific background, product-specific regional enrollment and rate change information Geographic Regions
Product and Plan Definition


Required DocumentDescriptionReference Document(s)
Small Group Market Filings - Rating Level
(submit identical documents with all filings in the rating block)
Actuarial Memorandum (Grandfathered)Standardized format for Actuarial Memorandum 
Small Group Market Filings – Product Level
(submit one document for each product in the filing)
Product Data Template - Small Group GrandfatheredStandardized collection tool for product-specific background, product-specific regional enrollment and rate change information Geographic Regions
Product and Plan Definition