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Please read the following instructions carefully, so we can find the best insurance plan for your needs based on the information you provide.
*This is NOT an application for health insurance.
- If you are a NEW CLIENT, please fill out all applicable fields.
- If you are an EXISTING CLIENT, i.e. you have worked with us before and already provided your personal information, please fill out only those fields that need to be updated in our system (in addition to fields that are marked as required with a red star).
Example: Address or Mailing Address if you have moved, Spouse if you have gotten married or divorced, Children if you had a new baby or an older child moved out, etc.
- See Quick Cost and Plan Finder to find out if you might qualify for tax credits.
- If your income is LESS than the low amount for your family (household) size, then you may qualify for Medicaid and should contact your county Health and Human Services Department as our offices do not represent the Department of Medicaid and can’t service Medicaid or CHP+ policies.
- Estimated current year gross (before tax) annual income. This question is marked as REQUIRED FOR EVERYONE.
– If you are 100% sure you are not going to apply for assistance with your health insurance premiums (tax credit), please put NOT APPLYING in that field.
– If you are planning to apply for assistance with your health insurance premiums (tax credit), or you are not sure if you qualify for one, please provide an estimated amount. This needs to be a SINGLE NUMBER, NOT A RANGE. (If W2: Your gross pay before any taxes or deductions are taken out. If Self-Employed: Your gross pay minus any deductible business expenses.)
- The rest of the questions in the Income Information section only need to be answered if you are seeking assistance with your health insurance premiums (tax credit). This will help us determine if you could be eligible for medical assistance programs that can lower your costs such as Medicaid, Advanced Premium Tax Credits, and Cost Sharing Reductions
- If you and/or your family members are eligible for, even if you are not enrolled in, employer-sponsored health insurance and/or COBRA, and you are applying for assistance, you will need to complete the Employer Coverage Tool and email to barb@smartsummithealth.com