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Comprehensive Health Rate Filings - Transitional

​​​​​Last Updated: September 23, 2022

Comprehensive Health Rate Filing Requirements
Individual and Small Group Markets

Transitional

​To determine whether a company is eligible to file a simplified rate filing for non-ACA complian​t, non-grandfathered products renewing in 2020 or later, please see the OCI Bu​lletin​​ ​regarding transitional products. If the company does not meet the requirements for a simplified rate filing, the following documents are required for all rate changes on non-ACA compliant, non-grandfathered products renewing in 2020 or later.

Required DocumentDescriptionReference Document(s)
Individual Market Filings - Rating Level
(submit identical documents with all filings in the rating block)
Product List TemplateIdentifies at the rating level all (1) related SERFF filings and (2) productsProduct and Plan Definition
Actuarial Memorandum Elements - IndividualStandardized format for Actuarial Memorandum in the individual market 
Rating Data Template – IndividualBackground, experience and projection data to support requested rate change 
Individual Market Filings – Product Level
(submit one document for each product in the filing)
Product Data Template - IndividualStandardized Wisconsin-specific collection tool for product-specific background, product-specific regional enrollment and rate change informationGeographic Regions


Required DocumentDescriptionReference Document(s)
Small Group Market Filings – Rating Level
(submit identical documents with all filings in the rating block)
Product List TemplateIdentifies at the rating level all (1) related SERFF filings and (2) productsProduct and Plan Definition
Actuarial Memorandum Elements - Small GroupStandardized format for Actuarial Memorandum in the small group market 
Rating Data Template - Small GroupBackground, experience and projection data to support requested rate change 
Small Group Market Filings – Product Level
(submit one document for each product in the filing)
Product Data Template - Small GroupStandardized Wisconsin-specific collection tool for product-specific background, product-specific regional enrollment and rate change informationGeo​graphic Regions​

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