Maximus, Inc. · NYSE:MMS
Maximus — MAXIMUS Webinar Series (September 2015)
12 slides from Maximus's conference presentation, Sep 21, 2015
Slide 1: MAXIMUS Webinar Series: Meeting the 1095-B Tax Form Requirement
MAXIMUS Webinar Series Meeting the 1095-B Tax Form Requirement: Best Practices for Medicaid and CHIP Programs September 21, 2015 1
Slide 2: Introductions
Introductions Joseph Dupelle Ferdinand Morales Vice President, Health Services Vice President, Health Services MAXIMUS MAXIMUS 2
Slide 3: Purpose of Today's Webinar
Purpose of Today’s Webinar • Review the Requirements for Tax Forms to Prove Individual Mandate Compliance • Lessons Learned from 1095-A Process • Best Practices • How MAXIMUS Can Help 3
Slide 4: Requirements
Requirements • The Affordable Care Act (ACA) requires individuals to have health insurance • Requirement can be waived under certain conditions • Otherwise, failure to comply means a financial penalty is assessed Proof of File Federal 1095 Compliance Income Tax Form(s) with the ACA 4
Slide 5: Health Insurance Tax Forms
Health Insurance Tax Forms 1095 Who Gets Them Who Sends Them A—Health Insurance People enrolled in qualified health plans (QHPs) thru the • FFM for supported states Marketplace Statement Marketplace—Federally-facilitated (FFM) or State-based • Agency running SBM (SBM) B—Health Coverage People insure
Slide 6: What Have We Learned from 1095-A Experience
What Have We Learned from 1095-A Experience • MAXIMUS is involved with 6 SBM contact centers and played various roles in support of the 1095-A requirement in 2015 • On average, up to 25% of families receiving the forms contacted someone to help them understand the form and the actions to be taken •
Slide 7: 1095-A Best Practices
1095-A Best Practices • Educating in-person assister community and issuers about tax forms • Developing a resource page for consumers and other stakeholders to access information about 1095 forms • Dedicated live support helpline with appropriate referral procedures and assistance with discrepancies
Slide 8: How MAXIMUS Can Help – Contact Center Solutions
How MAXIMUS Can Help – Contact Center Solutions • Provide “on-demand” Contact Center Services • Deflect a majority of consumer inquiries away from the State • Reissue lost or replacement 1095-B forms to consumers • Answer FAQs • Utilize economies of scale to provide highly economical rates to state
Slide 9: How MAXIMUS Can Help – Fulfillment Solutions
How MAXIMUS Can Help – Fulfillment Solutions • 1095-B Fulfillment Services • Form Creation • Generation and aggregation at the case level • Image repository extract and transmission • PHI | PII compliant solution • Operational readiness and testing beginning in November • Mailing Services • USPS add
Slide 10: How MAXIMUS Can Help – Experience
How MAXIMUS Can Help – Experience • MAXIMUS touches one in two Medicaid consumers nationwide – we know this population: • Medicaid enrollment broker in 16 states • CHIP administrator in 7 states • 24 million calls handled annually • 350 million envelopes delivered annually • All services are on a pe
Slide 11: Questions | Discussion
Questions | Discussion Helping Government Serve the People®
Slide 12: Thank You!
Thank You! Want to discuss further? Contact: [email protected] To view the recording of this webinar and others, please visit: www.maximus.com/webinars 12