Covered California has released a list of new and updated documents to help Certified Insurance Agents and Certified Enrollment Counselors assist existing Marketplace exchange members renew their health insurance for 2016. The focus of the renewal tool kit is on consent for verification, immigration and lawful presence, consumers who haven’t filed a 2014 tax return, and consumer delegation of a CEC. There are several documents in each category that show how to perform certain tasks within the Covered California CalHEERS program along with sample notices being sent to existing consumers.
Renewal tool kit for 2016
Undoubtedly, Covered California will add to the resources in this tool kit of documents as other aspects of the 2016 health plans and enrollment are confirmed and we move closer to the open and renewal enrollment period in October. From the Covered California announcement –
Renewal Toolkit Now Available
Covered California is gearing up for the 2015 Renewal Period for the 2016 coverage year. We’ve developed a Renewal Toolkit for Certified Representatives – Your one-stop shop for all the critical information and materials you will need to support Covered California members through the renewal process. Use the Renewal Toolkit for quick talking points about how to inform consumers of renewal concepts or detailed job aids about how to complete the online renewal process. Look in the Toolkit for notices, mailers, and emails we will send to consumers. Many times these communications encourage consumers to Find Local Help if they need assistance with the application. Stay prepared this Renewal season with Covered California’s Renewal Toolkit.
October 2015 update
Covered California has added more Job Aids to the renewal and enrollment tool kit. For review of the new documents and downloads visit 2016 income and application changes for Covered California enrollment. A full download file tree list is at the end of the blog post.
A new set of documents is aimed at consumers who failed to file a 2014 federal tax return. Consumers promised to file an income tax return as a condition of receiving the Advance Premium Tax Credits to lower their monthly health insurance premium. If Covered California can’t cross check an income tax filing for the consumer they risk having their tax credits be cut off.
– Notice to all Covered California members about the importance of filing a federal tax return.
- [wpfilebase tag=fileurl id=745 linktext=’Non-Tax Filer Letter’ /]
– Notice to consumers that received a Premium Tax Credit for the 2014 coverage year and have yet to file their 2014 federal tax return.
- [wpfilebase tag=fileurl id=739 linktext=’IRS Letter 5591′ /]
– Quick facts about renewal implications for non-tax filers and links to IRS and other resources.
- [wpfilebase tag=fileurl id=746 linktext=’Non-Tax Filer Explanations’ /]
Consent for Verification
These are forms discussing the importance of authorizing consent for Covered California to verify income tax records.
– Notice to consumers that did not provide consent for Covered California to verify their income information.
- [wpfilebase tag=fileurl id=756 linktext=’Covered California notification letter for verification’ /]
– Quick and important facts about the 2015 Renewal Period and the electronic authorization for consent to verify income.
- [wpfilebase tag=fileurl id=736 linktext=’Authorization for Consent Explanations’ /]
– Instructions to update the Consent for Verification on CoveredCA.com
- [wpfilebase tag=fileurl id=744 linktext=’Job Aid View and Update Consent for Verification’ /]
Agent Extract, Delegation, Account Creation
These are job aids on how to perform specific tasks such as extracting an agent client list, delegating a CEC, or creating a Covered California account online.
– Step-by-step instructions for accessing your Agent Extract/Individual Book of Business.
- [wpfilebase tag=fileurl id=742 linktext=’How to access agent client list extraction’ /]
– Instructions for delegating a CEC via Find Local Help and removing a CEC delegation via Manage Delegates.
- [wpfilebase tag=fileurl id=741 linktext=’Delegating and removing authorized enroller’ /]
– Instructions for how to create a consumer account and link it to an existing case via an Access Code.
- [wpfilebase tag=fileurl id=740 linktext=’How to create and individual account’ /]
Immigration and Lawful Presence
There are a variety of forms and documents that relate to submitting and verifying immigration status and lawful presence in the U.S. for non-citizens.
– Notice to consumers whose citizenship or lawfully present status cannot be verified. Also available in Spanish, Chinese, Vietnamese, and Korean.
- Currently, Covered California had a bad link to this document
– Email to consumers whose citizenship or lawfully present status cannot be verified.
- [wpfilebase tag=fileurl id=738 linktext=’Immigration Inconsistency Email’ /]
– Quick and important facts about providing proof of citizenship and lawful presence.
- [wpfilebase tag=fileurl id=737 linktext=’Immigration and Lawful Presence Explanations’ /]
– Step-by-step instructions for uploading verification documents to the CoveredCA.com website.
- [wpfilebase tag=fileurl id=743 linktext=’Uploading verification documents, immigration’ /]
– Welcome to Answers, FAQs in English and Spanish, Acceptable Documents by Category of Lawful Presence, Common Immigration Documents
- [wpfilebase tag=fileurl id=755 linktext=’Consolidated Immigration Resources’ /]
Consolidated immigration and lawful presence information files
[wpfilebase tag=browser id=123 /]
Covered California 2016 renewal and enrollment Job Aids and documents
[wpfilebase tag=browser id=122 /]