Marketplace application checklist

It's hard to believe, but open enrollment is right around the corner. The 2019 open enrollment period runs from November 1, 2018, to December 15, 2018. Coverage starts January 1, 2019, for plans sold during this time.

When your clients apply for or renew coverage in the Health Insurance Marketplace, they'll need to provide some personal and household information, including income, current coverage, and additional items.

If your clients have questions about what they need to apply for coverage, please pass along this checklist:

  • Information about your household size. Figure out who in your household should apply before you start your application. Visit for help figuring out who needs coverage.
  • Home and/or mailing addresses for everyone applying for coverage. 
  • Information about everyone applying for coverage, like addresses and birth dates. 
  • Social Security Numbers. 
  • Information about the professional helping you apply (if you’re getting help completing your application). Visit for more information.
  • Document information for legal immigrants. Visit for more information.
  • Information on how you file your taxes.
  • Employer and income information for every member of your household (for example, from pay stubs or W-2 forms—Wage and Tax Statements). Visit to learn more about what types of income to include and not include.
  • Your best estimate of what your household income will be in 2018. Visit for help estimating your income.
  • Policy numbers for any current health plans covering members of your household.
  • A completed “Employer Coverage Tool” for every job-based plan you or someone in your household is eligible for. (You’ll need to fill out this form even for coverage you’re eligible for but don’t enroll in.) Visit to view or print  the tool.

Please call 913-333-3381 if you have any questions or need help preparing your clients for open enrollment. 

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