Webinar: Preventing & Resolving Data-Matching Issues

In this webinar presented on November 17, 2016, Judy Solomon, Vice President for Health Policy, and Shelby Gonzales, Senior Health Policy Analyst, detail what happens when the Federally-Facilitated Marketplace (FFM) determines that information consumers provide as to their income and citizenship or immigration status doesn’t match information available to the FFM, and how assisters can help people resolve these data-matching issues.

Presentation Slides

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Process to Verify Eligibility

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Verifying eligibility through data matching

  • Attestations often can’t be verified through data matching

Data-matching issues (DMI)

  • Process when there is a DMI
  • Notification of a DMI


Verification of Citizenship and Immigration Status

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Verification of citizenship (video section, slides)

  • Reasons data matching may be unsuccessful
  • Documents to prove citizenship

Verification of immigration status (video section, slides)

  • Reasons data matching may be unsuccessful
  • Documents to prove immigration status
  • Examples of document types

Example: Resolving citizenship and immigration status DMIs (video section, slides)


Verification of Household Income

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Verification of income (video section, slides)

  • General rules on attestations of income
  • Reasons data matching may not verify income

Resolving an income DMI (video section, slides)

  • Documents that can be used to verify income
  • Marketplace consumer guide for income data-matching issues
  • What if no documents are available to prove attestation?

Examples (video section, slides)

  • Resolving an income DMI
  • Recent college graduate
  • Early retirement

Next steps if DMI is not resolved (video section, slides)


Verification of Minimum Essential Coverage

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Data matching with Medicaid agencies, Medicare, or Office of Personnel Management

  • Resolving DMI if found to be eligible for or enrolled in MEC


General Tips

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  • To prevent data-matching issues
  • To resolve data-matching issues
  • On sending documentation to resolve data-matching issues




Additional Resources

Resources links | View resource links

Webinar: Immigrant Eligibility for Insurance Affordability Programs | View webinar

Centers for Medicare & Medicaid Services (CMS): Consumer Guide for Annual Household Income Data-Matching Issues | View guide (outside resource)

Webinar: Premium Tax Credits | View webinar

Health Care Assister’s Guide to Tax Rules | View guide

Key Facts: Immigrant Eligibility for Health Insurance Affordability Programs | View key facts

Key Facts: Helping Families that Include Immigrants Apply for Health Coverage | View key facts

Beyond the Basics Webinar Series | View all webinars

Key Facts About Health Reform | View all key facts