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Health Insurance: Checklist

Health Insurance: Checklist


What you will need to register for Health Insurance Checklist

Make sure you have all of this information before you start in order to make this process as fast as possible. You will need:

Basic Information about you and your household

Be prepared to answer questions about each member of your household, even if they are not looking for coverage. this information can include the number of people in your family, their relationship to you, their birthdates, and total household income.

 

Tax filing information

This can include your most recent tax return and other basic tax information.

 

Social Security numbers

Be sure to know the social security numbers of each member of your household, even if they are not looking for coverage.

 

Information on your or your household’s employers

This includes any offers of health coverage, employer contact information, W-2 forms, pay stubs, Social Security payments, retirement income, investment income, or other taxable income.

If you are an immigrant, you will need to have immigration documents

If you are an immigrant, you will need to have immigration document information like visas and green cards.

Health coverage information

If anyone in your household has a health plan through their employer or through the Federal government, you will need their policy numbers.

Current doctors and medications

Having a list of your doctors and medications in front of you will be helpful when comparing different plans.

Information about the professional helping with the application process

If you are getting help with your application, you will need to collect information about the person who is helping you. Navigators, certified application counselors, in-person assisters, agents, and broker are all examples of different types of professionals that can help you apply for coverage.


 

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