CMS-10466 Application for Exemptions Religious Sects or Divisions

Form Approved
OMB No. 0938-XXXX

THINGS TO KNOW

Application for Exemption from the Shared Responsibility Payment
for Members of Recognized Religious Sects or Divisions
Use this
application
to apply for
an exemption
from the shared
responsibility
payment

•

Starting in 2014, every person needs to have health coverage or make a
payment on their federal income tax return called the “shared responsibility
payment.”

•

Some people are exempt from making this payment. This application
includes one category of exemption. There are other applications for other
categories of exemptions. You may apply for certain other categories of
exemptions when you file your federal income tax return.

•

You don’t need to ask for an exemption if you’re not going to file a federal
income tax return because your income is below the filing threshold. If
you’re not sure, you may want to ask for an exemption.

Who can use this
application?

•

Use this application if you and/or anyone in your tax household is a
member of an approved religious sect or division which is described
in section 1402(g)(1) of the Internal Revenue Code, and an adherent
of established tenets or teachings of such sect or division, including
conscientious opposition to acceptance of the benefits of any private
or public insurance which makes payments in the event of death,
disability, old-age, or retirement or makes payments toward the cost
of, or provides services for, medical care (including Medicare and
Social Security.)

•

If you get this exemption, you can keep it for future years without
submitting another application unless you turn 21 or leave your
religious sect.
You can use one single application to ask for this exemption for more than
one person in your tax household.

•

What you need
to apply

•

The name and address of your religious sect.

•

Social Security numbers (SSNs), if you have them.

•

If you have one, a copy of an approved IRS Form 4029 (“Application for
Exemption from Social Security and Medicare Taxes and Waiver
of Benefits”.)

Why do we ask for
this information?

We ask for Social Security numbers and other information to make sure your
exemption is counted when you file your federal income tax return. We ask
for the name of your religious sect or division to make sure it is on the official
list maintained by the Social Security Administration. We’ll keep all the
information you give private and secure, as required by law. To view the
Privacy Act Statement, go to HealthCare.gov or see instructions.

What happens
next?

Send your complete, signed application to the address on page 3. We ask for
the name of your religious sect or division to make sure it is on the official
list maintained by the Social Security Administration. We’ll follow-up with you
within 1–2 weeks and let you know if we need additional information. If you get
this exemption, we’ll give you an Exemption Certificate Number that you’ll put
on your federal income tax return. If you don’t hear from us, visit
HealthCare.gov, or call the Health Insurance Marketplace Help Center
at 1-800-318-2596. TTY users should call 1-855-889-4325.

Get help with this
application

•
•
•
•

Online: HealthCare.gov.
Phone: Call the Health Insurance Marketplace Call Center at
1-800-318-2596.
In person: There may be counselors in your area who can help.
Visit HealthCare.gov or call 1-800-318-2596 for more information.
En Español: Llame a nuestro centro de ayuda gratis al
1-800-318-2596.

NEED HELP WITH YOUR APPLICATION? Visit HealthCare.gov or call us at 1-800-318-2596. Para obtener una copia de este formulario en

Español, llame 1-800-318-2596. If you need help in a language other than English, call 1-800-318-2596 and tell the customer service representative
the language you need. We’ll get you help at no cost to you. TTY users should call 1-855-889-4325.

RELIGIOUS SECTS / DIVISIONS

Page 1 of 3

Use blue or black ink to complete this application.

STEP 1

Tell us about yourself.

(We need one adult in the tax household to be the contact person for your application.)
1. First name

Middle name

Last name

Suffix

2. Home address (Leave blank if you don’t have one.)

4. City

3. Apartment or suite number

5. State

6. ZIP code

7. County

8. Mailing address (if different from home address)

10. City

11. State

14. Phone number

(

9. Apartment or suite number

)

–

16. Do you want to get information about this application by email?

12. ZIP code

13. County

15. Other phone number

(

Yes

)

–

No

Email address:
17. What is your preferred spoken or written language (if not English)?

STEP 2

Tell us about your tax household.

Who do you need to include on this application?
Tell us about each person in the tax household who needs an exemption (don’t include dependents who aren’t asking for this
exemption for themselves.) If you get this exemption, we’ll give you an Exemption Certificate Number with your approval letter.
Keep this for your records. You’ll need to put this number on your federal income tax return at the time you file taxes.

Complete Step 2 for each person in your tax household, except for dependents who aren’t asking for this
exemption for themselves.

Start with yourself, then add all other adults (whether or not they’re requesting this exemption) and any dependents, if you
want this exemption for them. Make additional copies of page 2 and attach them for each additional person. You don’t need
to give a Social Security number (SSN) for members of your tax household who don’t need this exemption. Someone asking for
an exemption may still be eligible for one even if they don’t have an SSN. We’ll keep all the information you provide private and
secure, as required by law. We’ll use personal information only to check if you’re eligible for an exemption.

NEED HELP WITH YOUR APPLICATION? Visit HealthCare.gov or call us at 1-800-318-2596. Para obtener una copia de este formulario en

Español, llame 1-800-318-2596. If you need help in a language other than English, call 1-800-318-2596 and tell the customer service representative
the language you need. We’ll get you help at no cost to you. TTY users should call 1-855-889-4325.

RELIGIOUS SECTS / DIVISIONS

STEP 2

Page 2 of 3
If you have more than one person to include,
make a copy of this page and complete.

Complete Step 2 for yourself and/or anyone on your same federal income tax return. Don’t fill this out for any dependents who aren’t asking for
this exemption for themselves.
1. First name

Middle name

Last name

2. Relationship to you?

3. Date of birth (mm/dd/yyyy)

/
-

5. Social Security number (SSN)

Suffix

4. Sex

/

Male

Female

-

If you’re requesting an exemption for yourself and you have an SSN, you must provide it. You aren’t required to have an SSN to
get this exemption. If you’re not requesting an exemption for yourself, providing your SSN can be helpful since it can speed up the
application process. We use SSNs to help make sure that if you get an exemption, it’s applied correctly on your taxes. If someone wants help
getting an SSN, call 1-800-772-1213 or visit socialsecurity.gov. TTY users should call 1-800-325-0778.
6. Tell us about the federal income tax return that you plan to file.
a. Will you file jointly with a spouse?

Yes

No

If yes, name of spouse:
b. Will you claim any dependents on your tax return who are requesting this exemption?

Yes

No

If yes, list name(s) of dependents:
c. Will you be claimed as a dependent on someone’s tax return?

Yes

No

If yes, please list the name of the tax filer:
How are you related to the tax filer?
7. Do you need this exemption?
YES.

NO. If no, leave the rest of this page blank.

8. Do you have an approved IRS Form 4029? (“Application for Exemption from Social Security and Medicare Taxes and Waiver of Benefits”)?
You don’t have to have this form to get an exemption.
YES. If yes, attach a copy and skip to Step 3.

NO.

9. Tell us about your religious sect or division.
Name of religious sect or division
District or congregation
Address:
City:

State

ZIP code

10. When did you become a member of this religious sect or division? (mm/yyyy)

/
11. If you’re not currently a member of this religious sect or division, tell us when you ended your membership. (mm/yyyy)

/
9. If Hispanic/Latino, ethnicity (OPTIONAL—check all that apply.)
Mexican

Mexican American

Chicano/a

Puerto Rican

Cuban

Other

10. Race (OPTIONAL—check all that apply.)
White
Black or African
American

American Indian or
Alaska Native
Asian Indian
Chinese

Filipino
Japanese
Korean

Vietnamese
Other Asian
Native Hawaiian

Guamanian or Chamorro
Samoan
Other Pacific Islander
Other

NEED HELP WITH YOUR APPLICATION? Visit HealthCare.gov or call us at 1-800-318-2596. Para obtener una copia de este formulario en

Español, llame 1-800-318-2596. If you need help in a language other than English, call 1-800-318-2596 and tell the customer service representative
the language you need. We’ll get you help at no cost to you. TTY users should call 1-855-889-4325.

RELIGIOUS SECTS / DIVISIONS

Page 3 of 3

STEP 3

Read & sign this application.

•

I’m signing this application under penalty of perjury, which means I’ve provided true answers to all the questions on this form
to the best of my knowledge. I know that I may be subject to penalties under federal law if I provide false and/or
untrue information.

•

I know that I must tell the Health insurance Marketplace if anything changes (and is different than) what I wrote on this
application. I can call 1-800-318-2596 to report any changes. I understand that a change in my information could affect the
eligibility for member(s) of my household.

•

I know that under federal law, discrimination isn’t permitted on the basis of race, color, national origin, sex, age, sexual
orientation, gender identity, or disability. I can file a complaint of discrimination by visiting www.hhs.gov/ocr/office/file.

What should I do if I think the results of my application are wrong?

If you don’t agree with the results of your exemption application, you can ask for an appeal. Below is important information to
consider when requesting an appeal:
•

The Health Insurance Marketplace must receive your appeal request within 90 days of the date of the notice of the
application results.

•

You can have someone request or participate in your appeal if you want to. That person can be a friend, relative, lawyer, or
other individual. Or, you can request and participate in your appeal on your own.

•

The outcome of an appeal could change the eligibility of other members of your household.

To appeal the results of your exemption application, call 1-800-318-2596. TTY users should call 1-855-889-4325. You can
also mail an appeal request form or your own letter requesting an appeal to Health Insurance Marketplace – Exemption
Processing, 465 Industrial Blvd., London, KY 40741.
Sign this application. The person who filled out Step 1 should sign this application. If you’re an authorized representative you
may sign here, as long as you’ve provided the required information listed in Appendix A.
Signature

Date (mm/dd/yyyy)

/

STEP 4

/

Mail completed application and documents.

Mail your signed application and any copies of approved IRS Form 4029 – “Application for Exemption From Social Security and
Medicare Taxes and Waiver of Benefits” (if you told us that you had this) to:

Health Insurance Marketplace – Exemption Processing
465 Industrial Boulevard
London, KY 40741

PRA Disclosure Statement
According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it displays a valid OMB control number.
The valid OMB control number for this information collection is 0938-1191. The time required to complete this information collection is estimated to average
16 minutes per response, including the time to review instructions, search existing data resources, gather the data needed, and complete and review the
information collection. If you have comments concerning the accuracy of the time estimate(s) or suggestions for improving this form, please write to:
CMS, 7500 Security Boulevard, Attn: PRA Reports Clearance Officer, Mail Stop C4-26-05, Baltimore, Maryland 21244-1850.

NEED HELP WITH YOUR APPLICATION? Visit HealthCare.gov or call us at 1-800-318-2596. Para obtener una copia de este formulario en

Español, llame 1-800-318-2596. If you need help in a language other than English, call 1-800-318-2596 and tell the customer service representative
the language you need. We’ll get you help at no cost to you. TTY users should call 1-855-889-4325.

RELIGIOUS SECTS / DIVISIONS

APPENDIX A

Form Approved
OMB No. 0938-1191

Assistance with completing this application
You can choose an authorized representative.

You can give a trusted person permission to talk about this application with us, see your information, and act for you on matters
related to this application, including getting information about your application and signing your application on your behalf.
This person is called an “authorized representative.” If you ever need to change your authorized representative, contact the
Marketplace. If you’re a legally appointed representative for someone on this application, submit proof with the application.
1. Name of authorized representative (First name, Middle name, Last name)

2. Address

3. Apartment or suite number

4. City

5. State

7. Phone number

(

)

6. ZIP code

–

8. Organization name (if applicable)

9. ID number (if applicable)

By signing, you allow this person to sign your application, get official information about this application, and act for you on all
future matters related to this application.
10. Your signature

11. Date (mm/dd/yyyy)

/

/

For certified application counselors, navigators, agents, and brokers only.

Complete this section if you’re a certified application counselor, navigator, agent, or broker filling out this application for
somebody else.
1. Application start date (mm/dd/yyyy)

/

/

2. First name, Middle name, Last name, & Suffix

3. Organization name

4. ID number (if applicable)

5. Agents/Brokers only: NPN number

NEED HELP WITH YOUR APPLICATION? Visit HealthCare.gov or call us at 1-800-318-2596. Para obtener una copia de este formulario en

Español, llame 1-800-318-2596. If you need help in a language other than English, call 1-800-318-2596 and tell the customer service representative
the language you need. We’ll get you help at no cost to you. TTY users should call 1-855-889-4325.

RELIGIOUS SECTS / DIVISIONS