Starting with the 2015 tax year, a new IRS Form 1095 will be issued, as required by the Affordable Care Act (ACA).

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By March 31, 2016, members of a University of California-sponsored medical plan will receive Form 1095, which will be used to document information you provide on your 2015 federal tax return regarding health insurance coverage. Depending on your employment status and the type of coverage you have, you may receive one or more copies of Form 1095-B or 1095-C. UC has engaged Unify HR to produce and mail the Form 1095 from data provided by all UC locations except Lawrence Berkeley National Lab (LBNL). LBNL has engaged ADP to produce and mail its forms.

UC employees who worked for more than one campus or more than one employer during the course of the tax year may receive more than one Form 1095-C. Employees who are enrolled in fully insured plans (all plans except Core and UC Care) will also receive a Form 1095-B from their insurance plan. Additionally, if you retired from the University during the tax year and now have UC retiree coverage, you may receive more than one form.

UC retirees with UC retiree insurance who were on Medicare for any part of the tax year may also receive a Form 1095 from CMS (Centers for Medicare and Medicaid Services), which is the responsible reporting entity for Medicare plans; however, only certain Medicare retirees will receive forms this year; most CMS reporting will not begin until next year. Read more about Medicare’s plan.

The form(s) will confirm your and your dependents’ coverage for each month of 2015. For the 2015 tax year, you will not need to submit the Form 1095 with your income tax return, but you should keep a copy of the form with your important tax documents in the event you need to prove to the IRS that you satisfied the ACA’s “individual mandate” to maintain health insurance coverage for the year.