Webinar:
October 2024

Preventing and Resolving Data Matching Issues

In this Beyond the Basics webinar presented on October 1, 2024, Shelby Gonzales, Vice President for Immigration Policy, and Jenny Sullivan, Director of Health Coverage Access, provide guidance on how to help applicants complete the marketplace documentation requirements, particularly for citizenship and immigration status and income, and explain how to prevent data matching issues from occurring and how to resolve them when they do.

Webinar Resources

↓ Presentation Slides (PDF)

Webinar

Jump To:

Overview of Data Matching Issues

  • Eligibility Must Be Verified
  • Limitations to Electronic Data Matching
  • What Happens When There is a DMI
  • Notice of a Data Matching Issue: Eligibility Results
  • Multiple Notices Are Sent to Consumers With DMIs

Verification of Citizenship & Immigration Status

  • How the Marketplace Verifies Citizenship
  • Documents Used to Prove U.S. Citizenship
  • How the Marketplace Verifies Immigration Status
  • Document Types & Needed Document Numbers
  • If DMI Related to Status Is Not Resolved
  • Example: Immigration & Citizenship Verification

Verification of Household Income

  • Applicants Attest to Their Projected Income for 2025
  • Reasons Data Matching May Not Verify Income
  • Verification of Income: General Rules
  • Documents That Can Be Used to Verify Income
  • Marketplace Guide for Income DMIs
  • What if Documents Aren’t Available?
  • If Income DMIs Are Not Resolved
    • Example
  • Enrollees Can Restore APTC

Verification of Other Minimum Essential Coverage

  • Minimum Essential Coverage (MEC) DMIs
  • Periodic Data Matching (PDM) Notices

Identity Proofing for HealthCare.gov

  • Importance of ID Proofing
  • HealthCare.gov Process for ID Proofing
  • Consumers Prove Identity by Mailing or Uploading
  • People Unable to Complete Identity Proofing

Additional Resources

   HealthCare.gov Resources:

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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