A little preparation makes your 2027 Marketplace review faster and helps your advisor give you accurate options. Gather the general information below before your appointment.
Contact and address
Make sure we can reach you and that your coverage reflects where you live.
- Current phone number and email
- Current residential address (and mailing address, if different)
- Any move since your last enrollment
Household
Marketplace coverage is based on your tax household.
- Household members you expect to include for 2027
- Any expected changes — marriage, divorce, new baby, a dependent aging off
Income and job-based coverage
A general estimate is enough for a check-in. Eligibility for financial help depends on your final application and is not guaranteed.
- Expected 2027 household income (a general estimate)
- Any new job, job loss, or change in hours
- Any change in access to employer health coverage
Doctors and prescriptions
Networks and drug lists can change each year.
- Preferred doctors and specialists
- Prescriptions you take regularly
- Preferred hospital or pharmacy
Please do not send Social Security numbers, immigration document numbers, tax returns, or other sensitive identity documents through this website.
Written by Zaki Enterprise Advisors — Licensed Insurance & Tax Professionals.
Reviewed by the same Texas advisors who work with our clients on tax preparation, ACA, Medicare, and property & casualty coverage.