Acceptable documentation for DMIs, SVIs, and eligible immigration statuses

March 2026

Learn about documentation needed to resolve Data Matching Issues, Special Enrollment Period Verification Issues, and eligible immigration statuses so you can better prepare consumers and avoid unnecessary delays

 VIDEO SUMMARY


Acceptable Documentation for DMIs and SVIs, and eligible immigration statuses

View the lists of acceptable documents to resolve DMIs & SVIs

When a Data Matching Issue (DMI) or Special Enrollment Verification (SVI) generates on a consumer's Marketplace application, the list of acceptable documents depends entirely on the specific issue. As an ACA agent, knowing where to find these lists — and how to coach your clients in advance — can save significant time and keep coverage from being delayed.

When a Data Matching Issue (DMI) or Special Enrollment Verification (SVI) generates on a consumer's Marketplace application, the list of acceptable documents depends entirely on the specific issue. As an ACA agent, knowing where to find these lists — and how to coach your clients in advance — can save significant time and keep coverage from being delayed.
 
  • The list of acceptable documents to resolve DMIs is available here, broken out by DMI type
SVI Documentation — Common Qualifying Life Events
  • The list of acceptable documents to resolve SVIs is available here, broken out by SVI type
  • HealthSherpa includes the list of documents to choose from withineach follow-up task associated with a consumer
Eligible Immigration Documentation:
  • Non-U.S. citizens must provide immigration documentation to apply for Marketplace coverage.
  • The full list of eligible immigration documentation is available here. The Big Beautiful Bill is expected to narrow eligible immigration statuses.
Pro tip: Start the conversation about required documentation with consumers early. Unresolved DMIs can lead to consumers losing subsidy eligibility or eligibility for coverage, while unresolved SVIs can result in loss of SEP eligibility. Getting consumers prepared before document requests generate puts you ahead.

 



 

DEFINITIONS

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Data Matching Issue

Data Matching Issues (DMIs) occur when there is a data mismatch between a consumer's subsidy application and government databases, such as discrepancies regarding income or immigration status.

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Special Enrollment Period Verification Issue

Special Enrollment Period (SEP) Verification Issues (SVIs) are generated when a consumer must verify a qualifying life event, such as moving or the birth of a child.

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Key Takeaway

Because the list of acceptable documents changes based on the specific issue, agents should not rely on memorization but should instead know how to access the appropriate guidance.

FAQ

How is an SVI different from a DMI?

A DMI is about a mismatch between application information and government records. An SVI is about proving a qualifying life event, such as loss of coverage or the birth of a child. Both require documentation, but they are triggered for different reasons.

HealthSherpa offers easy documentation management

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Consent Library

Easily manage both forms of consent for all consumers in one, central location. 

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Intake Form

Gather info and documents with our easy intake form so data is ready and waiting when you are.

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Document Upload

Upload documents early to ensure your clients keep their subsidy and/or coverage. 

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