Bringing a few general items to your renewal appointment helps your advisor review your current plan and 2027 options efficiently.
Your current coverage
- Current plan name or member ID card
- Any notices you received from the Marketplace or your plan
Your household and income
- A list of everyone in your household
- A general estimate of next year's income
- Recent life changes — a move, marriage, new baby, or new job
Your care needs
- Doctors you want to keep
- Prescriptions you take regularly
- Questions or concerns about your current plan
Sensitive information
Your advisor will explain the secure, required steps for any identity or income verification during your appointment. Do not enter Social Security numbers, immigration document numbers, or tax returns on this website.
About the author
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.