State Facilitated Enrollment Resources

Jason Levitis, Claire O’Brien, Urban Institute

Many states have implemented policies that take advantage of existing consumer-state interactions to help individuals enroll in healthcare coverage more easily. To assist states in their efforts, SHVS and the Urban Institute have compiled materials that states have created for their facilitated enrollment programs.

On this page:

• Tax Return-Based Facilitated Enrollment
• Facilitated Enrollment Using Individual Coverage Mandates
• Facilitated Enrollment Using State Unemployment Insurance Systems
• Facilitated Enrollment Using Disenrollment Data from Health Insurers
• Facilitated Enrollment for Transitions from Medicaid
• Programs that Effectuate Enrollment for Those Who Consent to Enrollment but Fail to Select a Plan

For additional information on state Marketplace facilitated enrollment programs, see “Expanding Health Coverage through Marketplace Facilitated Enrollment Programs“ by SHVS partners Jason Levitis and Claire O’Brien of the Urban Institute.

Tax Return-Based Facilitated Enrollment

Enacted Legislation

• • Colorado: HB 20-1236
  • Connecticut: PA 23-204 Sec 300
  • Illinois: HB 5142
  • Maine: LD 1390
  • Maryland: Md. Code, Ins. § 31-202
  • Minnesota: SF 2995 Sec 7 
  • New Jersey: Senate No. 1646
  • New Mexico: HB 95
  • Vermont: H.696 (Act 182)
  • Virginia: HB 1884

Tax Forms

• • Colorado: DR 0104, DR 014EE
  • Illinois: IL 1040
  • Maryland: Form 502, Form 502b
  • Massachusetts: Schedule HC
  • New Mexico: Form PIT-1
  • Pennsylvania: REV-1882
  • Vermont: IN-111
  • Virginia: Resident Form 760, Schedule HCI

Outreach Letters

• • Massachusetts: Tailored Outreach Letter

Consumer-Facing Pages

• • Colorado: Tax Time Enrollment, How Tax Time Enrollment Works
  • Maryland: Easy Enrollment Program
  • Pennsylvania: Path to Pennie, Path To Pennie Marketing Materials

Press Releases

• • Colorado: Easy Enrollment Moving Forward
  • New Jersey: New Law Establishing the New Jersey Easy Enrollment Health Insurance Program Aims to Improve Access to Affordable Health Coverage for Residents
  • New Mexico: Governor signs House Bill 95, making enrolling in health insurance easier
  • Pennsylvania: Check a Box on Your Taxes and Get Health Coverage Through Pennie

Policy Explainers

• • Pennsylvania: Policy Explainer

Work Group Materials

• • Colorado: Easy Enrollment Advisory Committee Webpage and Materials
  • Maryland: Easy Enrollment Work Group Webpage and Materials
  • Virginia: Report of the Virginia Facilitated Enrollment Work Group

Facilitated Enrollment Using Individual Coverage Mandates

Enacted Legislation

• • California: Senate Bill 78
  • District of Columbia: Chapter 51 of Title 47 of the Code of the District of Columbia
  • Massachusetts: Section 8 of Chapter 176Q of the General Laws, as amended by sec. 58 of the 2022 Budget as Enacted
  • New Jersey: A3380
  • Rhode Island: R.I. Gen. Laws § 44-30-101

Tax Forms

• • California: Form 3853
  • District of Columbia: Schedule HSR
  • Massachusetts: Schedule HC
  • New Jersey: Schedule NJ-HCC
  • Rhode Island: Form IND-HEALTH

Consumer-Facing Pages

• • Massachusetts: Simple Sign-Up Program

Outreach Letters

• • District of Columbia: Minimizing or Eliminating the Shared Responsibility Payment for Tax Year 2023
  • Massachusetts: Outreach letter from Department of Revenue to the uninsured
  • Rhode Island: Outreach letter from Department of Revenue to the uninsured

Facilitated Enrollment Using State Unemployment Insurance Systems

Enacted Legislation

• • California: SB 644
  • Maryland: HB1002, Md. Code, Ins. § 31-108 and Md. Code, Lab. & Empl. § 8-109
  • New Jersey: A674

Unemployment Insurance Forms

• • Maryland: Unemployment Portal Question

Facilitated Enrollment Using Disenrollment Data from Health Insurers

Enacted Legislation

• • California: SB-260

Facilitated Enrollment for Transitions from Medicaid

Enacted Legislation

• • California: SB-260
  • Maryland: 14.35.07.22 
  • Rhode Island: HB 7123 and regulations (see section 1.8D, pages 12-15)

Consumer-Facing Pages

• • Rhode Island: Transitioning from Medicaid to a Qualified Health Plan
  • Pennsylvania: Pennie Loss of Medicaid Coverage

Policy Explainers

• • California: Covered California’s Facilitation of Continuous Coverage for Consumers Losing Medi‐Cal
  • New York: Open Enrollment and Renewals Presentation
  • Rhode Island: Medicaid to QHP Transition Program Overview

Outreach Letters

• • California: Medi-Cal to Marketplace Automatic Enrollment Program Toolkit

Programs that Effectuate Enrollment for Those Who Consent to Enrollment but Fail to Select a Plan

Consent Checkboxes

• • Massachusetts: Effectuate Enrollment Consent