Templates
What is a Template?
A template is a Microsoft Excel workbook intended to create a nationwide standard of plan- and issuer-level data collection for the use of QHP certification, Exchange operations, and oversight activities.
Where can I find the Templates?
To view the latest version of the Data Collection Templates click here.
How do I update the review status on a Template?
To update a Template status, your Plan Binder must be in 'Update' mode.
Expand the Template view for the Template you wish to update. Select a status from the 'Review Status' drop-down menu. Click 'Save' and the 'Review Status' will populate along with 'Review Status Changed Date'.
For more information regarding the Data Collection Templates, please click here to view the SERFF User Manual.
Didn't find what you needed here?
The SERFF Help Desk is a great source of information.
Contact the SERFF Help Desk by calling 816-783-8500 or emailing serffhelp@naic.org.