OE10 Webinar:
October 2022

Part VIII: Tying It All Together

In Part VIII of this Beyond the Basics OE10 webinar series presented on October 13, 2022, Claire Heyison, Senior Policy Analyst for Health Insurance & Marketplace Policy, and Jenny Sullivan, Director of Health Coverage Access, bring together all of the policies covered in the Beyond the Basics webinar series by walking through in-depth examples of the application process. 

Webinar Resources

↓ Presentation Slides (PDF)

OE10 Webinar

Jump To:

Scenario 1: The Castillo Dawson Family

  • Married parents living together with 1 child
  • Automatic redetermination & renewal
  • Changing plans
  • Updating income
  • Data matching issues

Scenario 2: The Hernandez/Rosta Family

  • Unmarried parents living together with 2 children
  • Determining who is in the household
  • Determining income
  • Understanding the impact of employer-sponsored insurance (ESI)
  • Understanding eligibility for APTC and Medicaid/CHIP

Scenario 3: The Clemens Family

  • Married couple living together
  • Calculating self-employment income
  • Entering income
  • Reporting tobacco use
  • Plan selection
  • PTC reconciliation

Scenario 4: The Alarcon Family

  • Married couple living together
  • Special Enrollment Periods
  • Minimum essential coverage
  • Projecting income
  • Transitioning from the marketplace to Medicare

Additional Resources

OE10 Webinar Series (Coverage Year 2023)

Reference Chart: Medicaid Household Rules

Reference Chart: Special Enrollment Periods

Guide: Employer Coverage & PTC Eligibility

Reference Chart: Minimum Essential Coverage

Reference Chart: Yearly Guidelines & Thresholds (Coverage Year 2023 PDF)

FAQ:

Marketplace Resources

HealthCare.gov Income Calculator

Final IRS Rule: Affordability of Employer Coverage for Family Members of Employees (October 13, 2022)

Health Reform: Beyond the Basics is a project of the Center on Budget and Policy Priorities designed to provide training and resources that explain health coverage available through Medicaid, CHIP, and the Marketplace. It is aimed at navigators, advocates, state and local officials and others who help consumers get and keep their health coverage.

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Beyondthebasics@cbpp.org

Robert Wood Johnson Foundation

Support for this project was provided by the Robert Wood Johnson Foundation. The views expressed here do not necessarily reflect the views of the Foundation.

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