Online Financial application tips

1. Online Financial application tips Screenshots and tips for the online financial application launch

2. Overview • This slide deck includes • a quick overview of the changes coming with the early November release of the full online financial application • screenshots of screens, messages and alerts you will encounter throughout the application process • tips on completing the questions on the screens or understanding the messages and alerts • Short policy and process questions and answers

3. Introduction to Early November Launch • The early November release will include a full online financial application path: • CBMS case ID the customer received with their Medicaid denial “unlocks” the marketplace financial application • APTC/CSR is now computed using the online application • This APTC determination triggers official system notices for the customer with appeals rights attached • Customers/Brokers/HCGs can complete this process on their own, if they want • This is a more streamlined path towards enrollment!

4. What’s Changing? Complete non-financial application Shop plans & Enroll No Help getting financial assistance? Shop plans and enroll System Calculates APTC/CSR Complete questions on C4HCO screens Enter CBMS Case ID for denial Yes Contact Customer Service for assistance if needed Complete financial application on PEAK Contact Customer Service for APTC/CSR determination

5. Using CBMS ID Medicaid Denial Applicants with Medicaid/CHP+ denials and a 1BXXXXX number can enter their 1BXXXX number on this page. Applicants can also input1BXXXXX numbers when logged into their account under My Eligibility.

6. Adjusting household size for those who still need coverage • Applicants will have the opportunity to adjust their application to reflect the household members who still need health insurance (if the household members seeking coverage are different than the household composition entered for eligibility in PEAK.)

7. Adjusting household size for those who still need coverage • This question is not asking for the tax household. It is asking for the insurance household. Applicants will be able to define the tax household when they are in the Family and Household section of the application.

8. Messages/Alerts • We are experiencing technical problems. Please try again later or contact a customer service representative at 1-855-PLANS-4-YOU (1-855-752-6749) Monday through Saturday between the hours of 7 AM and 8 PM to help you apply for a tax credit. • This message displays if the applicant’s 1BXXXXX has been entered by the PEAK file was not received or the CBMS file can not be found.

9. Messages/Alerts • There is a problem with your application. Please contact a service representative at 1-855-PLANS-4-YOU (1-855-752-6749) or continue enrolling in a qualified health plan without financial assistance. • This message displays if the applicant has entered a 1BXXXXX number but there is one of several denial reasons on the PEAK file that was transmitted to C4HCO (e.g., no SSN, applicant is on Medicaid  in another state, and a couple of others). These denial reasons are not reasons a person could become eligible for APTC. • Please note the message above will be generated if anyone on the PEAK application has received one of these denials.

10. Messages/Alerts • We could not verify your Medicaid/CHIP denial application based on the information  you have entered. Please try your search again or contact a customer service representative at 1-855-PLANS-4-YOU (1-855-752-6749) Monday through Saturday between the hours of 7 AM and 8 PM to help you apply for a tax credit • This message displays if the applicant has entered a 1BXXXXX number but the last name on the C4HCO account is not found on the PEAK file.

11. Messages/Alerts • This message will display when we are not able to connect to the federal data services hub for verifications. It may show up when confirming SSN, citizenship or income. • Customers can still proceed by electing for manual verifications by clicking “Continue with manual verifications”. (Next Slide)

12. Messages/Alerts • If we are not interfacing with the federal data services hub for verifications (see previous slide), the customer can still elect to continue with manual verifications. • If you think you may have mistyped information on a screen, you can try again and click Re-Submit.

13. Verifications If manual verifications are needed, the required documents will be listed on the results page. Applicants can upload documents to their account, or mail or fax supporting documents.

14. Messages/Alerts This warning will display if you adjust the number of household members applying for coverage, or if you make changes to application information that has been transferred from PEAK.

15. Completing additional information For the time being some questions will be repeated on the Connect for Health Colorado application that were already answered in PEAK, with the exception of the question about American Indian/Alaska Native.

16. Proceeding to plan shopping The questions for this decision support tool will help customers better understand their out of pocket costs. These questions are optional and can be skipped if desired.

17. Completing enrollment The system will take the customer through several steps for initial and ongoing payment of premium (see this slide and next slide). No payment will be made at this time, but these steps must be completed for enrollment. The selected health/dental plan carriers will invoice enrollees and will allow them to make a payment via check, debit, credit, etc.

18. Completing enrollment

19. Policy and Process Qs and As • How will pre-November applications be processed? • All applications taken before November will be input into the Connect for Health Colorado system. • Connect for Health Colorado will verify income information to confirm APTC/CSR eligibility. If needed, notices will be sent requesting additional documentation. • Depending on the outcome of the verification, the APTC amount could change. • Notices of final determination will be issued. • Enrollments will be sent to the health plan carriers and customers who have made and confirmed a plan selection will receive a bill for first premium.

20. Policy and Process Qs and As • Will there still be functions that only the Service Center can perform? • In some cases with complex households, the Service Center may need to help appropriately complete the application. • Service Center will be needed to help edit applications that have already been submitted. • A job aid is also being prepared to assist Health Coverage Guides to handle these complete household scenarios.