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Form Filing Guidance


Updated information for the 2018 Plan Year
The following guidance provides form content and filing requirements and processes for ACA compliant non-grandfather individual, non-employer group, and small group plans.
This guidance is not exhaustive. Health plan issuers are responsible to review and comply with all applicable state and federal law.



Important Notices!

Updated as of April 7, 2017
Ohio Form Filing Deadlines
2018 EHB Compliant Health Plans and 2017/2018 Student Health Plans
The form filing deadlines for (1) student health plans, (2) both on-exchange and off-exchange major medical plans and (3) both on-exchange and off-exchange certified Stand Alone Dental Plans (SADPs) are provided below:
ODI will continue to monitor the policy changes being discussed in Washington and how those may impact health insurance in Ohio.  However, the revised timelines we are outlining below are likely final for submissions related to plan year 2018. 
Form Filing Market Type
Ohio Filing Deadline
Student Health Plans
  - for the 2017/2018 School Year
March 13, 2017
Individual & Small Group Health Plans and certified SADPs
  - includes all amendments, endorsements, riders and new forms that will be used in 2018
April 30, 2017 NEW!
Important Form Updates for 2018 PY
The following supplemental major medical form filing checklist is new for the 2018 Plan year:
 ACA Form Filing 2018 Addendum NEW!
The addendum checklist should be completed along with the applicable ACA Form Filing Checklist.
2018 PY Supporting Document Requirements
The following supporting documents are required (as applicable) for
2018 Plan Year ACA compliant form filings:*
Major Medical Form Filings:
            • ACA Compliant Major Medical Form Filing Checklist
            • ACA Form Filing 2018 Addendum NEW!
            • EHB Locator1
            • Off-Exchange Only Rx EHB Worksheet1

Stand Alone Dental Plan (SADP) Form Filings:

            • Pediatric Stand-Alone Dental Plan Form Filing


* Links to required supporting document forms are provided below.

1 No substantive changes from 2017 PY version - use of 2017 form is also
acceptable for 2018 PY filing submissions.



2018 Form Filing Guidance​ &
 Supporting Documents





The State of Ohio is an Equal Opportunity Employer

Ohio Department of Insurance
50 W. Town Street, Third Floor - Suite 300
Columbus, Ohio  43215
John Kasich, Governor | Jillian Froment, Director
General Info: 614-644-2658 | Consumer Hotline: 800-686-1526
Fraud Hotline: 800-686-1527 | OSHIIP Hotline: 800-686-1578