Checklist
Marketplace Enrollment Checklist
What to have ready before you enroll in an individual or family Marketplace plan.
What to have ready before you enroll in an individual or family Marketplace plan.
Your checklist
- Gather household income and tax-filing details for the year
- List everyone who needs coverage on the plan
- Note any preferred doctors or prescriptions to check against networks
- Confirm you're within Open Enrollment or a qualifying special enrollment period
- Compare metal tiers (Bronze, Silver, Gold) against your expected usage
- Review possible premium tax credits and cost-sharing reductions
This checklist is educational and general. Eligibility, carriers, plans, timing, and availability vary by situation and state.
Related coverage
Coverage this checklist connects to
Related life events
Moments this checklist helps with
Prefer to talk it through?
Every situation is a little different. Our team can walk this checklist with you and answer questions along the way.