Application process assistance
- Tutorial: How to Enroll Family Members into Different Marketplace Plans – March 14, 2014 (slides)
- Resolving Data Matching Issues (or Inconsistencies): Document Upload Walkthrough – September 2, 2014 (slides)
- 5 Things Assisters Should Know about Data Matching Terminations
- Marketplace Online Application Updates for Assisters and Outreach Partners YouTube Video
- Center on Budget and Policy Priorities: The Health Care Assister’s Guide to Tax Rules – October 24, 2014 (slides)
- SHOP Agent/Broker Enrollment User Guide
- Application Spotlight: Employer-Sponsored Coverage – January 23, 2015 (slides with speaker notes)
- Tips for Submitting Supporting Documents to the Health Insurance Marketplace – updated November 2016 (slides)
- Consumer Options to Select Different Plans, Cancel or Terminate Plans, and Report Changes - June 19, 2015 (slides)
- How Assisters Can Help Consumers Apply for Coverage through the Marketplace Call Center – July 17, 2015 (slides)
- Create a Marketplace Account – October 16, 2015 (slides with speaker notes)
- Application Spotlight: Family and Household Composition Section – October 23, 2015 (slides with speaker notes)
- Application Spotlight: Income – December 5, 2015 (slides with speaker notes)
- Tips to Resolve Outstanding Data Matching Issues (Inconsistencies) – December 18, 2015
- Complex Cases: Helping Consumers Resolve Data Matching Issues (DMIs) – January 8, 2016 (slides)
- Health Insurance Marketplace 2017 Open Enrollment Highlights (presenter slides)
Application resources
- Premium Tax Credit - IRS English YouTube Video
- Premium Tax Credit - IRS Spanish YouTube Video
- Premium Tax Credit - IRS ASL (American Sign Language) YouTube Video
- Small Business Health Care Tax Credit – IRS English YouTube Video
- Premium Tax Credit: Your Credit, Your Choice – Get It Now or Get It Later (English)
- Premium Tax Credit: Your Credit, Your Choice – Get it Now or Get it Later (Spanish)
- Premium Tax Credit: Need help paying for health insurance premiums? (English)
- Premium Tax Credit: Need help paying for health insurance premiums? (Spanish)
- Premium Tax Credit: Report changes to the Marketplace as they happen (English)
- Clarification of Existing Practices Related to Certain Health Care Information (Immigration status)