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The Form 1095-A, Health Insurance Marketplace Statement skill extracts data from Forms 1095-A, which are used to report certain information to the Internal Revenue Service (IRS) about individuals who enroll in a qualified health plan through the Health Insurance Marketplace. It includes information such as the effective date of the coverage, the premium amounts paid monthly, and any advance payments of the premium tax credit or subsidy. The Form 1095-A, Health Insurance Marketplace Statement skill is a preview skill. It has been trained on a limited set of documents and is designed to help you quickly get started with processing Forms 1095-A. For production use, you may need to uptrain the skill with your own document samples. This skill recognizes handwritten text. The option is enabled by default. If you do not import handwritten forms, disable the Handwritten option in the skill settings.

Countries and Languages

CountriesLanguages
USAEnglish

Extracted Fields

Form Information

FieldDescription
YearThe reporting fiscal year.
VoidSpecifies that the processed form should be annulled.
CorrectedSpecifies that the processed form is being submitted to correct data provided earlier.

Part I - Recipient Information

FieldDescription
Marketplace IdentifierThe identifier of the Marketplace where the recipient enrolled in the coverage.
Marketplace-Assigned Policy NumberThe policy number assigned by the Marketplace to identify the policy in which the recipient enrolled.
Policy Issuer’s NameThe name of the insurance company that issued the recipient’s policy.
Recipient’s NameThe name of the recipient.
Recipient’s SSNThe Social Security Number (SSN) of the recipient.
Recipient’s Date of BirthThe date of birth of the recipient.
Recipient’s Spouse’s NameThe name of the recipient’s spouse. Information about the recipient’s spouse is entered only if advance credit payments were made for the coverage.
Recipient’s Spouse’s SSNThe Social Security Number (SSN) of the recipient’s spouse.
Recipient’s Spouse’s Date of BirthThe date of birth of the recipient’s spouse.
Policy Start DateThe starting date of the policy.
Policy Termination DateThe ending date of the policy.
Street AddressThe address of the recipient.
City or TownThe address of the recipient.
State or ProvinceThe address of the recipient.
Country and ZIP or Foreign Postal CodeThe address of the recipient.

Part II - Covered Individuals (table)

FieldDescription
Covered Individual NameThe name of the individual who is covered under the recipient’s policy.
Covered Individual SSNThe Social Security Number (SSN) of the individual.
Covered Individual Date of BirthThe date of birth of the individual.
Coverage Start DateThe starting date of the coverage.
Coverage Termination DateThe ending date of the coverage.

Part III - Coverage Information (table)

FieldDescription
MonthMonth of the insurance coverage.
Monthly Enrollment PremiumsThe monthly premiums for the plan in which the recipient or his family members were enrolled, including premiums that the recipient paid and premiums that were paid through advance payments of the premium tax credit.
Monthly Second Lowest Cost Silver Plan (SLCSP) PremiumThe monthly premium for the second lowest cost silver plan (SLCSP) that the Marketplace has determined, which applies to members of the recipient’s family enrolled in the coverage.
Monthly Advance Payment of Premium Tax CreditThe monthly amount of advance credit payments that were made to the insurance company on behalf of the recipient to pay for all or part of the premiums for his coverage.

Annual Totals

FieldDescription
Monthly Enrollment Premiums - Annual TotalThe total amount of the monthly enrollment premiums.
Monthly Second Lowest Cost Silver Plan (SLCSP) Premium - Annual TotalThe total amount of the monthly SLCSP premiums.
Monthly Advance Payment of Premium Tax Credit - Annual TotalThe total amount of the monthly advance credit payments.

Key Fields

  • Part I - Recipient Information/Marketplace Identifier
  • Part I - Recipient Information/Recipient’s Name
  • Part I - Recipient Information/Recipient’s SSN

Validation Rules

RuleDescription
Clean YearChecks the value in the Year field. It converts a 2-digit year (such as 24) into a 4-digit format (such as 2024). It assumes all 2-digit years are in the 2000s.