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OE9 Webinar: Part IV Preventing & Resolving Data Matching Issues

Preventing & Resolving Data Matching Issues


In this Beyond the Basics webinar presented by the Center on Budget and Policy Priorities on September 28, 2021, Tara Straw, Director of Health Insurance and Marketplace Policy, and Shelby Gonzales, Vice President for Immigration Policy, provide guidance on how to help consumers complete the Marketplace documentation requirements. They explain both how to prevent data matching issues from occurring and how to resolve them when they do occur.

View Presentation Slides (PDF)

Jump to:

Overview of Data Matching Issues

  • Use of electronic data matching & limitations
  • What happens when there is a data matching issue
  • Data matching issue notices

Verification of Citizenship & Immigration Status

  • Citizenship verification process on the marketplace
  • Reasons citizenship data matching may be unsuccessful
  • Documents that can be used to verify citizenship
  • Immigration status verification process on the marketplace
  • Reasons immigration status data matching may be unsuccessful
  • Documents that can be used to verify immigration status
  • Examples

Verification of Household Income

  • Reasons data matching may be unable to verify income
  • General rules for income verification
  • Documents that can be used to verify income
  • Guide to resolving income data matching issues
  • Examples

Verification of Other Minimum Essential Coverage

  • Overview of minimum essential coverage data matching issues
  • Periodic data matching notices

General Tips to Prevent & Resolve DMIs

  • Tips to prevent data matching issues
  • Tips to resolve data matching issues

Identity Proofing for HealthCare.gov

  • Process for identity proofing
  • Documents used for identity proofing
  • Troubleshooting failed identity proofing

Additional Resources


Reference Guide to Immigration Documents

Yearly Income Guidelines and Thresholds

Troubleshooting Failed Identity Verification