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How to Complete an ACA Enrollment in MyMFG — Step-by-Step Guide

Complete walkthrough for agents on how to complete the eligibility application, select a plan, and submit an ACA enrollment in MyMFG from start to finish.

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Written by Tripp Hill

How to Get to the Application

There are two ways to start an ACA enrollment in MyMFG depending on your workflow:

Option A — Starting from a Quick Quote
If you ran an ACA Quick Quote first (see [How to Run an ACA Quick Quote in MyMFG]), select your plan from the quote results and click Send ACA Consent to send the first consent form to your client before beginning the application. Once consent is obtained, click Start Application to proceed to the EDE Person Search screen.

Option B — Starting from EDE Person Search
If you are not using Quick Quote, go to EDE Person Search from the top navigation bar. Enter the client's first and last name, date of birth, and optionally their state or coverage year. Check the box confirming you have permission to search for their application and act on their behalf. You can also search by Social Security number. Click Search for Application.

If your client has an application on file, click View Application — do not create a new one. This takes you to the client's eligibility screen where you can see their eligibility information, active policies, agent of record, eligibility notices, and contact details. Click Report Change in Circumstance to begin the eligibility application.

If your client does not have an application on file, you will see the option to create a new one.


Step 1 — Complete the Eligibility Application

Go through each section of the eligibility application carefully:

Contact Information — Confirm first name, last name, date of birth, gender, and whether this person needs coverage.

Address — Enter home and mailing address. Email is optional; phone number and phone type are required.

Communication Preference — Select preferred language and whether your client wants paper, email, or text communications.

Application Help — Select "Yes, a professional is helping them complete the application," choose Agent or Broker, and enter your first and last name and NPN.

Financial Assistance — Select Yes if you want to check whether your client qualifies for a subsidy.

Household Composition — Add any additional household members by clicking Add Member. Enter their first and last name, date of birth, whether they need coverage, and their relationship to the primary client. Click Remove to remove a member if needed.

Additional Questions — Answer questions about Medicare enrollment, marital status, and tax relationships for the current year, including whether your client will file a federal income tax return, claim dependents, or be claimed as a dependent.

Race and SSN — Race is optional. Social Security number is required for anyone over 90 days old. Make sure the name on the application matches the SSN exactly. If your client does not have an SSN, check the appropriate box.

Citizenship — Indicate whether your client is a US citizen. If not, answer the follow-up questions. Each section has hyperlinks you can click to learn more about a question before answering.

Household Information — Indicate if your client is pregnant, currently incarcerated, or American Indian or Alaskan Native.

Medicaid/CHIP — Indicate if your client has had Medicaid or CHIP coverage that recently ended or will end soon, or if they received a Medicaid or CHIP denial.

Income — Indicate if your client has income this month and click Add Income to enter the source, amount, and frequency. You can also add expenses such as student loan interest or alimony. Review the calculated annual income and confirm it is accurate before continuing.

Current Coverage — Indicate whether your client is currently enrolled in health coverage, has job-based coverage, HSA coverage, or upcoming coverage changes such as losing coverage at the end of the month.

Life Changes — Indicate any recent life changes such as gaining a dependent, moving, or gaining eligible immigration status.


Step 2 — Review and Send the Second Consent Form

After completing all sections, review the eligibility application. Click Edit on any section that needs a correction.

At this stage you can send the second consent form — the Eligibility Client Consent — by clicking Send Consent. You can send it via email or text in English or Spanish, or proceed if you've already obtained consent from your client.

Read and agree to all statements, then enter your client's name, sign, and click Submit.


Step 3 — Review Eligibility Results

After submission you will see the eligibility results confirming whether your client is eligible to purchase a Marketplace plan and whether they qualify for a Special Enrollment Period. Click View Eligibility Notice to open the eligibility notice PDF before proceeding.


Step 4 — Complete the Enrollment

Click Continue to the Enrollment. This brings you back to the eligibility screen. Click Change or Edit Plan and go through the following:

Tobacco Attestation — Indicate whether your client is a tobacco user and click Next

.

Prescriptions and Providers — You have an opportunity to add or confirm prescriptions and providers at this stage. Search for medications and providers as needed and click Continue.

Taxpayer Attestation — Indicate how much of the subsidy your client wants to apply — typically the full amount. Click Next, then read and click I Agree to the mandatory taxpayer attestation confirming your client understands they must file a federal income tax return for the current plan year.

Select a Plan — Browse available plans and click the one you want, then click Select Plan. Review the selection to confirm it is correct.

Third and Final Consent Form — Click Send Consent to send the Enrollment Plan Client Consent via email or text in English or Spanish, or proceed if consent has already been obtained. Click Next.

Agent Attestation — Read and agree to all statements. Indicate whether you were the agent of record for your client the previous year. Enter your client's first and last name and attest that you have verified the accuracy of the application, reviewed the enrollment details with your client, and received consent to enroll. Click I Agree and Submit.


Step 5 — Confirmation

Your confirmation page will display "Your enrollment was successfully submitted." From here you can:

  • Print the confirmation

  • Download and share the Plan Benefits PDF with your client

  • Send your client the payment link for their first binder payment. Additionally you can click the link below to navigate to Messer's website:


Step 6 — Track Your Applications on the EDE ACA Agent Dashboard

To monitor all your ACA applications, go to Other → EDE ACA Agent Dashboard. Your applications are organized into the following buckets:

To check the status of a single client's application without opening the dashboard, open the client's profile, select the EDE Eligibility tab, and click View to go directly to that client's eligibility screen.

Enrolled Applications CMS — Applications manually marked as enrolled after completing a required CMS three-way conference call. This is required when you were not the agent of record the previous year. After completing the call, go to the client's eligibility screen and click Mark Enrollment as CMS Submitted.

Enrolled Applications System — Applications that were processed successfully without any issues.

Applications in Progress — Enrollments that have been started but not yet submitted.

Permission Issues — If another EDE platform was used to view the same application, you will receive a notification and the application will appear here. Click View

Application to reclaim permissions.

Attention — Applications where the agent of record may have changed. Check the eligibility screen under Active Policies to confirm your name is listed as agent of record. If another agent's name appears, contact your client.

Terminated or Cancelled — Applications where the client's plan was terminated or cancelled.

Requirements Outstanding — Applications where a document upload or other action is needed. Click Upload to submit required documents, select the document type, upload the file, and click Submit.

Requirements Expired — Applications where required documents were not submitted in time.

You can also Archive applications or mark them as Need Consent by selecting them in the dashboard and choosing the appropriate action.


Quoting coverage for children: Children can be Quick Quoted for ACA plans without a parent on the quote. Actual applications require an adult as the primary household contact. That adult does not need to be applying for coverage, but must be on the application.

Can agents redirect to HealthCare.gov from MyMFG? No. As of November 1, 2025, agents can no longer redirect to HealthCare.gov from MyMFG. That change (also called Double Redirect / DRD) is a CMS requirement; all Enhanced Direct Enrollment (EDE) partners must comply. CMS is prioritizing EDE, which offers better technology, program integrity, and ongoing improvements not available in the Double Redirect pathway.

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