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Agents and Brokers Guidance to Assisting Consumers with Periodic Data Matching 

Guidance for how Marketplace agents and brokers can help consumers who are dually enrolled in Marketplace coverage through a qualified health plan with financial help and minimum essential coverage such as Medicare, Medicaid, or CHIP, or who may have someone who died on their application and needs help removing that deceased individual.

Download the Guidance Document


Issued by: Centers for Medicare & Medicaid Services (CMS)

Issue Date: February 18, 2022

DISCLAIMER: The contents of this database lack the force and effect of law, except as authorized by law (including Medicare Advantage Rate Announcements and Advance Notices) or as specifically incorporated into a contract. The Department may not cite, use, or rely on any guidance that is not posted on the guidance repository, except to establish historical facts.