WebEx Training Friday, January 24th 2014 1 Topic Guide to Anticipated Consumer Issues Scenario Please review the documents attached Agenda Proper Documentation for Income How to View Enrollment and Plan Details Scanning and Uploading Verification Documents Faxing Applications Marriage Status for Estranged Spouses: APTC Implications Enrolling in Husky Not Lawfully Present Parents and their Citizen Children Children’s Income on Application APTC Result of $0 2/2 Release Notes -3- Topic Proper Documentation for Income Scenario What documents are acceptable forms of income? • The preferred document is an annual tax return • To verify monthly income, the preferred income type is a full month’s worth of paystubs o If a consumer is paid weekly – last 4 paystubs o If a consumer is paid biweekly – last 2 paystubs Is a written letter acceptable proof of no income? • If a consumer has no income and does not file taxes, a self-attested letter is acceptable as proof of no income. Notarization is not necessary. Topic How to View Your Enrollment Details Scenario How do consumers view their enrollment details after they have enrolled in a plan? • Consumer will receive a notice in the mail containing their enrollment details. • If a consumer has applied online, then the enrollment details are viewable on the consumer’s Account Home page: Topic How to View Your Enrollment Details Steps Step 1: • The consumer should navigate to the Access Health CT website and click Sign In. Step 2: • The consumer should enter their User ID and Password. 6 Topic How to View Your Enrollment Details Steps Step 3: • Consumers will immediately see their Enrollment Details under My Plans on the consumer’s Account Home page. 7 Topic How to View Plan Details Scenario How do consumers view their plan details after they have enrolled in a plan? • Consumers are not able to access a detailed summary of their plan details from their Account Home page. • They must note the plan that they are enrolled in and view plan details through the Anonymous Browsing feature on the Access Health CT homepage: Topic How to View Your Plan Details Steps Step 1: • The consumer should navigate to the Access Health CT website and click the Get Health Coverage tab. Note: The consumer should not be logged into their account. Step 2: • The consumer should enter the information to reflect their household size and annual income, then click [Next]. 9 Topic How to View Your Plan Details Steps Step 3: • The consumer should select [click here] on the Preliminary Eligibility Results page. Note: The consumer should not be logged into their account. Step 4: • The consumer should click [Details] to view their plan details. 10 Topic Scanning and Uploading Verification Documents Scenario • After consumers have submitted their application, they have the opportunity to scan and upload their verification documents on the Document Upload page. • If a consumer decides not to upload their verification documents at that point, the consumer will be able to upload their verification documents by the following process: Topic Scanning and Uploading Verification Documents Steps Step 1: • The consumer should navigate to the Access Health CT website and click Sign In. Step 2: • The consumer should enter their User ID and Password. 12 Topic Scanning and Uploading Verification Documents Steps Step 3: • The consumer should click the My Inbox tab. Step 4: • If the consumer still has verification documents to upload, they should click Submit the document. 13 Topic Scanning and Uploading Verification Documents Steps Step 5: • The consumer should fill out the required fields, upload the document, and then click [Submit]. Note: Verification documents should be combined into one document and File size should be limited to 2MB 14 Topic Scanning and Uploading Verification Documents Scenario • If a consumer has opted not to receive e-mail updates, they will receive a paper notice and a cover letter from Access Health in the mail. • The consumer should attach their verifications to this cover letter and send their verifications to the mailing address listed on the notice. • If a consumer has lost or misplaced their cover letter, they can call the Call Center and it may be re-sent. Topic Faxing applications Scenario Can a HUSKY application be faxed? If not, what is the procedure for sending a paper application? • The HUSKY enrollment center is not accepting fax applications • Paper applications can be submitted in two ways: o Mailed to the address provided on the paper application o Delivered in-person at the local DSS office The fastest way to submit an application is to forego the paper application and apply online through Access Health CT Topic Marriage Status For Estranged Spouses: APTC Implications Scenario An individual is married with a child, however she and her husband have been separated for an extended period of time. She has little or no contact with the husband and does not know of his whereabouts. He doesn’t pay, or pays very little to support either her or the child (less than ½ of expenses for her household). She files her taxes as “Head of Household” or “Single.” Can she report that she is not married in order to be eligible for APTC? An individual is NOT considered as married if the individual is married but files a separate return AND o o o Has a son, stepson, daughter, or stepdaughter who lives with the individual for more than half the year AND can claim that child as a tax dependent Individual furnishes over half of the cost of maintaining such household during the taxable year; and During the entire taxable year such individual's spouse is not a member of such household. Conclusion: If the individual meets the above criteria she can file as Single or “Head of Household” and should select “Not Married.” Topic Enrolling in Husky Scenario Do consumers need to see DSS workers before completing an application to receive Husky? There are 4 different categories of HUSKY (A, B, C & D): • A consumer can enroll on the exchange for Husky A, B and D and does not have to go to DSS before enrolling on the exchange. • Individuals who qualify for Husky C, (also known as Medicaid for the Aged/Blind/Disabled) & Medicaid for Employees with Disabilities, cannot enroll on the exchange. Husky C eligible consumers should enroll through the DSS office. Topic Not Lawfully Present Parents and their Children Scenario A family of 4 includes two parents who are not lawfully present (undocumented) and complete taxes with a Tax ID number. The children in the household are US citizens. Can the children apply on the exchange? • There has been a fix to the system, therefore the steps to complete this application are new. • The household can still apply on the exchange. The parents will not be eligible to apply for coverage since they do not have a valid SSN number, however the children will be eligible. • The oldest child no longer has to be the primary applicant. • The parents will be entered into the system and one will be the primary applicant. Both parents will select that they are “not requesting coverage” and will list their citizenship status as unknown. Topic Children’s Income on Application Scenario Father earns $60,000 and the only other income is a high school student who earns about $2,500 a year working part-time. The son did not file for taxes, e.g. under $10,000. Does the family have to enter total earnings as $63,000? • No, the son’s income will not have to be reported since the amount is under $10,000 • If the child had earned more than $10,000 over the course of the year, the child will be required to include that income in the parents MAGI. • The child is required to file if he/she makes more than $10,000. The child could, if eligible, still be claimed as a tax dependent of a parent. Topic APTC Result of $0 Scenario Why would an individual who has income below 400% of the FPL receive an APTC eligibility result of $0. • • • • To determine APTC subsidies, the system first determines whether the consumer’s estimated annual income for next year falls below 400% FPL but above the financial limit required for Medicaid eligibility (assuming Medicaid eligible). The system will next calculate where on a floating scale between 2% and 9.5% of household MAGI the family will fall. Based on where they fall on that scale will dictate how much they will be required to contribute toward the cost of their coverage before any APTC they might be eligible for could kick in. The system compares the household’s estimated annual income against the premium for the second lowest cost silver plan to decide how much APTC the family is eligible for to close the gap between the cost of the plan and the amount they are required to contribute. If they choose a plan (almost always in the bronze category) which costs less than the amount of APTCs they are eligible for (since that is based on silver level) then the cost of the plan will be $0. Topic 2/2 Release Notes Scenario • About Deloitte Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee, and its network of member firms, each of which is a legally separate and independent entity. Please see www.deloitte.com/about for a detailed description of the legal structure of Deloitte Touche Tohmatsu Limited and its member firms. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. Copyright © 2014 Deloitte Development LLC. All rights reserved. 36 USC 220506 Member of Deloitte Touche Tohmatsu Limited