CMS-10433 Data Template Administrative

Initial Plan Data Collection to Support QHP Certification and other Financial Management and Exchange Operations

A1 Administrative.xlsm

QHP Certification

OMB: 0938-1187

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Administrative Data The QHP Application requires submission of certain administrative data that will be utilized for operational purposes. This information includes identifying information and contact information.



Go to cell B1 for instructions Some of this information will be pre-populated based on the information you have previously entered in HIOS.




All fields marked with an asterik (*) are required. Depending on the Proposed Exchange Market Coverage selected, certain additional fields may be required.




On validation, missing or incorrect data is highlighted.




To validate the template, use the Validate button or press Ctrl + Shift + V. To finalize the template, press the finalize button or press Ctrl + Shift + F.



Issuer ID:*
Proposed Exchange Market Coverage:*


Issuer State:*
Current Sales Market:*








1. Administrative Data




Company Legal Name:* Issuer Legal Name:* Issuer Marketing Name:*














Associated Health Plan ID: TIN:* NAIC Company Code: NAIC Group Code:













2. Company Address




Address:* Address 2 (optional): City:* State:* Zip Code:*












3a. Issuer Address




Address:* Address 2 (optional): City:* State:* Zip Code:*












3b. Issuer Billing Address




Address:* Address 2 (optional): City:* State:* Zip Code:*












4. Select Your Primary Contact:*
















5. Issuer Individual Market Contact




First Name: Last Name: E-mail Address: Phone Number: Phone Extension:












6. Issuer SHOP (Small Group) Contact




First Name: Last Name: E-mail Address: Phone Number: Phone Extension:












7. CEO




First Name:* Last Name:* E-mail Address:* Phone Number:* Phone Extension:












8. CFO




First Name:* Last Name:* E-mail Address:* Phone Number:* Phone Extension:












9. Customer Service - Individual Market




Customer Service Phone: Customer Service Phone Extension: Customer Service Toll Free: Customer Service TTY: Customer Service URL:












10. Customer Service - SHOP (Small Group)




Customer Service Phone: Customer Service Phone Extension: Customer Service Toll Free: Customer Service TTY: Customer Service URL:












11. Contacts




Contact Type First Name Last Name Phone Number Extension E-mail Address
Enrollment Contact




Online Enrollment Center Contact (Primary)




Online Enrollment Center Contact (Backup)




System Contact




Appeals/Grievances Contact




Customer Service Operations Contact




User Access Contact




Backup User Access Contact




Marketing Contact




Medical Director




Chief Dental Director




Pharmacy Benefit Manager




Government Relations Contact




HIPAA Security Officer




Complaints Tracking Contact




Quality Contact




Compliance Officer




Payment Contact




APTC/CSR Contact




Financial Reporting Contact




Financial Transfers Contact




Risk Corridors Contact




Risk Adjustment Contact




Reinsurance Contact










12. Third Party Administrator(s):




Do you have a TPA for the following processes:




Enrollment*




Claims Processing*




Edge Server Host*




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