O&E Marketplace forms comp image

Marketplace user tools

We have developed a set of easy-to-use forms for marketplace navigators to help gather the vital information you need. You are free to download and adapt these forms as required.

Just click below to view/download individual pdf forms, in basic format for printing, and also as fillable versions for onscreen use.

If you have comments or suggestions on these forms please contact the O&E team.

Additional forms and useful information

Model Authorization Form for Certified Application Counselors (CACs) in a Federally-facilitated Marketplace1 (Marketplace) 

A model form for CACs to acknowledge their responsibilities working in the Marketplace

Click image to view / download

Requirements and Best Practices for Assisters on Providing Remote Consumer Assistance 

This job aid provides information and guidance Navigators and certified application counselors (CACs) (collectively, assisters) need to know in order to provide remote help securely to consumers applying for and enrolling in Marketplace coverage. 

Click image to view / download

CDO Renewal

CDO Renewal Job Aid

Just like Fall, the cooler months bring the process of renewing your CDO agreements.  If you have received a notice from CMS stating that this is your renewal time, please check this resource for assistance.  (Remember, you only renew every two years). 

Click to view / download pdf

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