2027 ACA Enrollment Checklist
What to have ready before your Marketplace renewal or enrollment review.
- Current contact information
- Household members
- Expected household income
- Employer coverage changes
- Preferred doctors
- Prescriptions
- Current address
Knowledge Center
Insurance & Tax Resources for Texas Families and Small Businesses.
Every guide on this page is written by licensed Zaki Enterprise advisors — the same tax and insurance professionals who work with our clients every day.
2027 Client Resources
Get ready for the 2027 season.
Simple checklists to help current and new clients prepare for Medicare, ACA Marketplace, taxes, and Houston home coverage.
ACA Marketplace
What to Bring to Your ACA Renewal Appointment
A quick list to help make your Marketplace review faster and easier.
- Your current plan name or member card
- A list of everyone in your household
- A general estimate of next year's income
- Any recent life changes (move, marriage, new baby, new job)
- Doctors and prescriptions you want to keep
Read Guide →
Please do not share Social Security numbers, immigration document numbers, or tax returns through this website.
Medicare
2027 Medicare AEP Checklist
Prepare for your annual Medicare coverage review before making changes for 2027.
- Current Medicare/plan card
- Doctors and specialists
- Prescriptions
- Preferred pharmacy
- Current coverage concerns
Read Guide →
Complete Your Medicare Annual Review Check-In
Complete Your Medicare Annual Review Check-In
Zaki Enterprise does not offer every Medicare plan available in your area.
Turning 65 Medicare Timeline
A simple guide to when to start preparing for Medicare and what information to gather.
- About 6 months before 65: start learning how Medicare works
- About 3 months before 65: your Initial Enrollment Period typically begins
- Gather your doctors, prescriptions, and current coverage details
- Ask whether employer or retiree coverage affects your timing
- Book a review with a licensed agent to talk through options
Read Guide →
Educational only. Eligibility and timing depend on your situation — confirm with Medicare.gov or a licensed agent.
Taxes
2027 Tax Preparation Checklist
Common documents to gather before your tax appointment.
- W-2s
- 1099s
- Identification
- Dependent information
- Health insurance tax forms where applicable (e.g., Form 1095-A)
- Income and deduction records
Home Insurance — Houston, Texas area only
Houston Hurricane & Home Coverage Checklist
Questions Houston-area homeowners should review before and during hurricane season.
- Homeowners coverage — is your dwelling limit current?
- Windstorm considerations and how wind is covered
- Flood coverage — standard homeowners policies typically exclude flood
- Deductible review, including any hurricane/wind deductible
- Property updates (roof, renovations, additions) to report
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Start with what Texans read most.
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ACA marketplace enrollment, subsidies, and choosing the right plan for your family.
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Medicare
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Original Medicare, Advantage, Supplement, and Part D — decoded for Texans turning 65.
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The seven-month Initial Enrollment Period, working-past-65 rules, and the deadlines that cause the most penalties.
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Texas auto coverage requirements, discounts, and how to shop multiple carriers.
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Texas minimum liability limits, what they do not cover, and the optional coverages advisors almost always recommend adding.
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The information you need to compare quotes apples-to-apples, and the discounts most drivers forget to ask about.
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Homeowners coverage in Texas — wind, hail, flood, and replacement cost basics.
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Small Business guides
Entity structure, payroll, and compliance for growing Texas businesses.
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Free Downloads
Checklists advisors actually use with clients.
Enter your email to receive the checklist. We'll never sell your address — unsubscribe anytime.
Health
ACA Enrollment Checklist
Everything you need to enroll (or re-enroll) in a marketplace plan without missing a subsidy.
Medicare
Medicare Enrollment Timeline
A month-by-month plan for the 12 months before your 65th birthday.
Taxes
Tax Preparation Checklist
The document list our advisors send every client before a tax appointment.
Home
Home Insurance Checklist
The information carriers need to quote your Texas home accurately.
Client Forms
Forms we may ask you to complete.
Secure forms for current Zaki Enterprise clients. These are administrative check-ins — they do not enroll you in a plan.
ACA / Marketplace Consumer Consent Form
Only complete this consent form if Zaki Enterprise asked you to. All current ACA clients can use the 2027 ACA Renewal Check-In.
2027 ACA Renewal Check-In
For all current ACA / Marketplace clients preparing for 2027 renewal.
2027 Medicare Annual Review Check-In
For Medicare clients preparing for the Annual Enrollment Period (Oct 15 – Dec 7).
Tax Client Interview Form
For Zaki Enterprise tax clients preparing for an upcoming tax appointment.
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About the authors
Written by Zaki Enterprise Advisors — Licensed Insurance Agents & Experienced Tax Professionals.
Our licensed insurance agents help with health, Medicare, home, and auto insurance, and our experienced tax professionals prepare individual and small-business tax returns year-round from our Houston office. Everything you read here is reviewed by the advisor who works with our clients.
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