In this Beyond the Basics webinar presented by the Center on Budget and Policy Priorities on October 14, 2021, in partnership with the American Association on Health and Disability, Karl Cooper, Director of Public Health Programs at AAHD, discusses disability etiquette and basic accessibility considerations for anyone doing enrollment work.

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Knowing the Audience

• Health Disparities for People with Disabilities
• Disability Across the Lifespan

Disability Etiquette

• Disability Etiquette By Disability Category
• Accessibility Challenges When Planning & Hosting An Event
• Accessibility in a Virtual World
• Zoom Accessibility

Tips for Assisting People with Disabilities in the Plan Selection Process

• What the ACA Means for People with Disabilities
• Items to Consider in the Plan Selection Process
• Health Insurance Jeopardy

Resources Available from the National Disability Navigator Resource Collaborative

Changes to Public Charge Assessments

Thursday, March 5, 2020

This webinar provides an update on the changes to the public charge assessment, focused on how health coverage programs are factored into public charge assessments under the new policies.

Special Enrollment Periods (SEPs)

Thursday, February 28, 2019

The webinar will review the circumstances that trigger SEPs and will clarify changes and updates related to SEPs.

Immigrant Eligibility and Enrollment Process for Health Coverage Programs

Tuesday, October 23, 2018

In a special presentation with the National Immigration Law Center, this webinar will provide an overview of eligibility for the premium tax credit and Medicaid based on immigration status, will provide tips on how to navigate the application process for families that include immigrants, and will touch on understanding and addressing concerns immigrants may have when applying for health programs.

Best Practices When Assisting People with Disabilities Enroll in Health Coverage

Thursday, October 18, 2018

In a special presentation by the American Association on Health and Disability, this webinar will address disability etiquette and basic accessibility considerations for anyone doing enrollment work, as well as provide an overview of questions a person with a disability needs to think about when considering their health care options in the marketplace.

Preventing and Resolving Data-Matching Issues

Thursday, October 11, 2018

This webinar details how assisters can help people prevent and resolve data-matching issues that arise when the marketplace determines that information people provide as to their income or citizenship or immigration status doesn’t match information available through the federal data hub.

Auto-Renewal Process in Healthcare.gov

Thursday, September 27, 2018 

This webinar provides an explanation of the Healthcare.gov auto-renewal process for 2019 coverage and covers both the process for plan enrollment and redetermination of eligibility for premium tax credits.

Part I: The Premium Tax Credit

Thursday, September 13, 2018 

As part of a four-part series on core elements of eligibility and enrollment, Part I will provide a detailed discussion of eligibility for premium tax credits—including how offers of employer-sponsored insurance can affect eligibility—as well as how premium tax credits are calculated.

Part II: Determining Households and Income for PTC and Medicaid

Tuesday, September 18, 2018 

As part of a four-part series on core elements of eligibility and enrollment, Part II will detail the rules used to determine household size and will explain what counts as income when determining eligibility for premium tax credits and Medicaid.

Part III: Plan Design

Thursday, September 20, 2018 

As part of a four-part series on core elements of eligibility and enrollment, Part III will provide an overview of health plan design—including cost-sharing charges in marketplace plans, eligibility for cost-sharing reductions, and how plan design affects costs for consumers. It will also include information on the expansion of skimpy plans.

Part IV: Plan Selection Strategies

Tuesday, September 25, 2018 

In a special presentation by Dave Chandrasekaran, a training consultant and certified application counselor, as part of a four-part series on core elements of eligibility and enrollment, Part IV will provide an in-depth lesson on effective strategies to support consumers with understanding how commercial insurance works, evaluating and comparing Marketplace plans, and selecting the plan that best meets their families’ needs.

Special Enrollment Periods

Wednesday, March 14, 2018 

This webinar reviews the circumstances that trigger a special enrollment period and the timing of coverage effective dates for different triggering events and clarifies changes and updates to the rules surrounding special enrollment periods.

Marketplace Appeals Process

Wednesday, February 28, 2018 

Presented in partnership with the National Health Law Program, this webinar provides information on marketplace appeals, detailing what decisions can be appealed, how to file an appeal, and ways to expedite the appeal process.

December 2019

This guide explains eligibility rules for individuals with offers of employer-sponsored coverage. It covers how to determine whether employer-sponsored coverage is affordable and minimum value, as well as special rules that reduce an employee’s required contribution.

The guide also offers details and examples on how ICHRAs and QSEHRAs work with marketplace plans.

Click here for the Employer Coverage & Premium Tax Credit Eligibility guide 

Additional Resources

Webinar OE7: Eligibility Rules for Premium Tax Credits

Guide: The Health Care Assister’s Guide to Tax Rules

The Center on Budget and Policy Priorities presents a webinar series titled “ACA: Everything You Need to Know” to help explain what tax preparers need to know about the Affordable Care Act (ACA) to complete tax returns and assist low-income tax clients. The series is designed to help VITA sites and outreach partners prepare for the tax season.

The PowerPoint presentations from this series are available for download below to be used in trainings only. We ask that you acknowledge the Center on Budget and Policy Priorities as the source of the content when using our materials unless significant changes are made to the information.

Part I: Introduction to the ACA – Minimum Essential Coverage

Presented on Tuesday, October 21, 2014

The first webinar provides an overview of the Affordable Care Act (ACA) and discusses the requirements to have coverage, including who it applies to, what coverage meets the minimum requirements, and how to account for insurance coverage on the tax return.

Download PowerPoint presentation

View webinar and additional materials

Part II: Exemptions

Presented on Tuesday, November 4, 2014

The second webinar focuses on exemptions from the individual shared responsibility payment (also known as the tax penalty) for failing to maintain health insurance coverage.

Please note that the PowerPoint slide deck has been updated to include a new exemption regarding individuals who are ineligible for Medicaid based on a state decision not to expand Medicaid.

Download PowerPoint presentation

View webinar and additional materials

Part III: Premium Tax Credits

Presented on Tuesday, November 18, 2014

The third webinar discusses premium tax credits and the process for calculating the final credit on a tax return. Most people eligible for premium tax credits took the credit in advance and will need to reconcile the amount they received in advance with their final credit.

Download PowerPoint presentation

View webinar and additional materials

Part IV: Individual Shared Responsibility Payment & Comprehensive ACA Examples

Presented on Tuesday, December 16, 2014

The fourth webinar discusses the individual shared responsibility payment (or the “penalty”), walks through some comprehensive examples using TaxWise Online, and answer some of your questions.

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Part V: Common Errors & Introduction to Advanced Reconciliation

Presented on Thursday, January 29, 2015

The fifth webinar looks at common questions and errors that tax preparers might run into, and she introduces complicated reconciliation scenarios, such as when couples marry, divorce or separate during the year.

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