New Multi-Plan Material Submission Request

All materials are reviewed on a first in basis. Expediated reviews will be considered upon request.

PLEASE NOTE: IFG allocates 5-business days to review intake submissions. Turnaround time for complete marketing review and approval is ≤ 60 days.

Please adhere to all steps below to ensure a timely review and approval of materials.

· All materials must be in a proofread editable Word document.

· Each material must have its own SMID. The SMID must be included on each document in the top right corner.

· When naming your file, the SMID must be included in your file name. (For SMID creation, see instructions below)

· The entire member experience is required to be provided. For example, if a social media post leads the consumer to a Permission to Contact form, both the social media post and Permission to Contact form must be submitted as separate material IDs for review.

Websites:

· The flow must be described. Screenshots of the entire website must be included on a Word document and all verbiage must be typed in the Word document. A link must be provided to the website/test site. All screenshots must match the website/test site.

Social Ads:

· Images/mock-ups should be provided for reference, and all verbiage must be typed into Word.

Video or TV ads:

· Must be submitted as a Word document that contains all on-screen and spoken content. A link or video file can be included as supporting documentation.

SMID Creation Instructions:

Organizations must use a standardized method of identification for oversight and tracking of materials received by beneficiaries, both marketing and communications.

A SMID for multi-plan marketing must consist of the following in all CAPS:

· MULTIPLAN

· Agency abbreviation

· Contract Year

· Abbreviated material description (Radio, TV, Web etc.)

· IFG

· “C” for communication materials or an uppercase “M” for marketing materials

EX: MULTIPLAN_SSA_2025_WEB_IFG_M

Please Provide Your Agency Name, NPN or EIN

Agency Name

Agency NPN

Agency EIN

Contact Info of Submitter

First Name *

Last Name *

Email *

Phone *

Please include NPN if individual agent submitting for themself

Agent NPN Number

Are you working with a Vendor? *

If Adding a Vendor Please Include Following Information

If information is not accurately completed your request is subject to non-review and a new complete and accurate submission will be required.

Marketing Vendor Name *

Vendor Point of Contact Name *

Marketing Vendor Email *

Marketing Vendor Phone Number *

Marketing Vendor Address *

Geography for use

Is this campaign for a national audience? *

Please Provide ALL Websites, URL's, Landing Pages, or Form Fills used to collect prospect information

Please separate multiple URLs with a comma. If no website is used place N/A

Prospect Facing URLs

Audience and Material Life Cycle Selection

Select the Material Life Cycle *

Material Detail Information

Material ID

Material Description *

Material contains both Part C and Part D information? *

File Upload and Attestation

For website previews please a word document with all of the pages on your site including disclaimers and Permission to Contact Forms. Also, the Carrier requires to see all lead generation assets used to collect Member Information.

Choose file to upload *

Acknowledge before submitting:

Based on my knowledge, information, and belief, I attest that the material is complete, accurate, and truthful. This attestation applies to all requirements under the File and Use Certification process and other CMS guidance.

Please attest that your agency and/or any vendors you're working with do not perform any TPMO functions outside of the United States.