CMS, Centers for Medicare & Medicaid Services, Center for Consumer Information and Oversight User Guide How to Apply Demo

Welcome to the Certified Application Counselor Designated Organization Application


This application allows you to:

  • Complete and submit your organization's request to become a certified application counselor designated organization (CDO).

Note: Anyone from your organization can access the CDO Application web form to submit your CDO application. However, the person designated as Organization Senior Official (who can bind your organization in an agreement) is required to read, sign, initial, and attest to the terms of the Conflict of Interest (COI) Attestation form.

Before starting:

  • You must complete and submit the application in a single session. If you need to leave for any reason, your changes will not be saved.
  • Collect all necessary information before starting the process.
    • Organization Senior Official contact information (required)
    • CAC Project Director contact information (required)
    • Secondary Contact information (optional)
    • Organization
      • Name
      • Federal Employee Identification Number (FEIN) (if applicable)
      • Previous CDO ID (if applicable)
      • Phone number
      • Email address
      • Website URL (if applicable)
      • Headquarters address
      • List of states and counties where the organization will operate
      • Primary organization type
      • Organization specialty (if applicable)
      • Intended enrollment assistance type
  • For full details on the certified application process, select User Guide .

Reminder! Completing and submitting a CDO application is the first step in the two-step CDO application process. Submitting a CDO application alone does not guarantee approval of your organization as a CDO. Your organization cannot operate as a CDO until you receive final approval from CMS, including your CDO identification number.

Note: The Centers for Medicare & Medicaid Services (CMS) does not certify assister organizations in states operating State-based Marketplaces (SBMs) or State-based Marketplaces using the Federal Platform (SBMs-FP). If you want to become a CDO in one of these states, we encourage you to contact your state's Department of Insurance for assistance.


By using this application, you accept the terms and conditions. If you decline, you should not use the application.

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  • This system is provided for Government-authorized use only.
  • Unauthorized or improper use of this system is prohibited and may result in disciplinary action and/or civil and criminal penalties.
  • Personal use of social media and networking sites on this system is limited as to not interfere with official work duties and is subject to monitoring.
  • By using this system, you understand and consent to the following:
    • The Government may monitor, record, and audit your system usage, including usage of personal devices and email systems for official duties or to conduct HHS business. Therefore, you have no reasonable expectation of privacy regarding any communication or data transiting or stored on this system. At any time, and for any lawful Government purpose, the government may monitor, intercept, and search and seize any communication or data transiting or stored on this system.
    • Any communication or data transiting or stored on this system may be disclosed or used for any lawful Government purpose.

CMS/HHS Vulnerability Disclosure Policy

CMS/HHS Vulnerability Disclosure Policy

The Centers for Medicare & Medicaid Services (CMS) ("us," "we," or "our") is committed to ensuring the security of the American public by protecting their information from unwarranted disclosure, available at https://www.cms.gov/vulnerability-disclosure-policy.



CMS/HHS Vulnerability Disclosure Policy

CMS.gov Privacy Policy

Protecting your privacy is very important to us. This privacy policy describes what information we collect, why we collect it, and what we do with it, available at https://www.cms.gov/privacy.