Health Insurance Exchange Operations Chart

As states continue to refine the operations of their health insurance exchanges, regardless of the exchange type (state-based exchange, state partnership exchange, or federally facilitated marketplace), it’s helpful to compare and contrast operational resources. This chart contains each state’s resources and forms for three distinct, and fundamentally important, areas of exchange operation: applications, appeals, and taxes. With links directly to the states’ forms and guides related to these issue areas, this chart serves as a one-stop resource library for those interested in developing new, or revising old, versions of applications, appeals, and tax resources.

Know of something we should add to this compilation? Please email hdorr@nashp.org with your suggestions.

State Application Forms & Guides Appeal Forms & Guides Tax Guides
Federally-Facilitated Marketplaces (FFM) & State Partnership Marketplace (SPM) States (AK, AL, AR, AZ, DE, FL, GA, IA, IL, IN, KS, LA, ME, MI, MS, MO, MT, NC, ND, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV, and WY) Healthcare.gov: Application for Health Coverage & Help Paying Costs Healthcare.gov: Instructions to Help You Healthcare.gov: Appeal Request Form for Select States (Group 1) ) IRS: Instructions for Form 1095-A Health Insurance Marketplace Statement
Marketplace Application Checklist Healthcare.gov: Appeal Request Form for Select States (Group 2 IRS: Instructions for Form 8965 Health Coverage Exemptions
IRS: Form 8965 Instructions
IRS: Form 8962 Premium Tax Credit
IRS: Affordable Care Act Tax Provisions
IRS: Pub. 5187 Health Care Law – What’s New for Individuals and Families
IRS: The Premium Tax Credit
California Covered California: Paper Application Covered California: Appeal Request Form Covered California Form 1095-A FAQs
Covered California Job Aid for Form 1095-A
Colorado Connect for Health Colorado: Application with Financial Assistance Connect for Health Colorado: Appeal Information Connect for Health Colorado: Tax Information and Form 1095-A
Connecticut ** ** Access Health CT: Tax Information
District of Columbia DC Health Link: Paper Application for Health Coverage and Help Paying Costs DC Health Link: Appeal Rights DC Health Link: Form 1095-A FAQs
DC Health Link: 2015 Tax Information
Idaho Your Health Idaho: Create an Account and Apply Your Health Idaho: Appeal Request Form Your Health Idaho: Tax Information
Kentucky Kynect: Paper Application – No Help Paying Costs Kynect: File a Complaint Kynect: Tax Form 1095-A Quick Reference Guide
Maryland Maryland Health Connection: Reference Guide for the Online Application Maryland Health Connection: Request for a Fair Hearing Health Coverage and Your 2015 Taxes
Massachusetts Massachusetts Health Connector: Paper Applications Massachusetts Health Connector: Appeals Information & Resources Health coverage and your 2015 taxes: What you need to know about health coverage and filing your taxes
At a Glance: Health Care Tax Forms
Minnesota MNsure: Application for Health Coverage and Help Paying Costs MNsure: Paper Application for Health Coverage (Unsubsidized) MNsure: Appeal Request Form MNsure: Form 1095-A FAQs
Nevada ** Nevada Health Link: Appeal Cheat Sheet Nevada Health Link: 2015 Tax Information and 1095 Forms
New Mexico Be Well NM: Marketplace Application ** Fact Sheet on Health Coverage and Federal Income Taxes
New York ** NY State of Health AppealProcess for Indiviudals and Familes New York State of Health: Premium Tax Credits and Form 1095-A Information
New York State of Health: Form 1095-A FAQs
Rhode Island HealthSourceRI: Paper Application for Health Care Coverage ** Health Source RI: Consumer FAQs for the 2015 Tax Season
Vermont Vermont Health Connect: Paper Application for Health Coverage and Help Paying Costs Vermont Health Connect: Appeals Information & Resources Vermont Health Connect: Tax Filing FAQs 2016
Washington Washington Health Plan Finder: Paper Application Washington Health Benefit Exchange: Appeals Information & Resources Washington Health Benefit Exchange: Tax Resources and 1095-A FAQs