MEPS Health Insurance Detail (HP) Section

Route Details: 01 Box = BOX_00, BOX_10, BOX_20, BOX_30, BOX_40, BOX_50, BOX_60, BOX_70, BOX_80, BOX_90, BOX_100, BOX_110, BOX_120, BOX_130, BOX_140, BOX_150

02 Loop = LOOP_10

03 End Loop = END_LP10

04 Single Select = HP10, HP20, HP30, HP50, HP70, HP120, HP130, HP140, HP150, HP160, HP180, HP190

05 Single Select with Display Roster = HP80

06 Single Select with Fill in Answer Text = HP40

07 Single Select with Add/Edit/Delete = HP60

10 Multiple Select with Fill in Answer Text = HP90, HP170

20 OS Text Field = HP40OS, HP120OS

23 Text Field = HP100, HP110

Route Details: Context Header Display Instructions:

Display Person.FullName, Insurance.Plcyhldr, Insurance.HISrcName

General Display Instructions for Question Text:

For ‘{START DATE}’, display the RU level reference period start date (typically-but not always Jan 1 if Round 1 or the previous round interview date if Rds 2-5). Display as full month, xx, YYYY - e.g., "January 1, 2016". Use variable BegRefDt. For ‘{END DATE}’, display the RU level reference period end date (typically but not always current round interview date if Rds 1-4 or Dec 31 if Round 5). Display as full month, xx, YYYY - e.g., "January 1, 2016". Use variable EndRefDt.

Route Details: If looping on any insurance associated with an employer or union from the Employment (EM) section that provides health insurance (Insurance.HISrc=Employer or Union), go to LOOP_10.

If looping on code '2' (DIRECTLY THROUGH A SCHOOL) at HX200 or HX300 (Insurance.DirectPurchTp= School), continue with HP10.

Otherwise, go to HP30.

Does the insurance from the school cover only injuries caused by accidents, or does it have general health coverage?

Programmer Instructions: Note: If coded '2' (ONLY INJURIES CAUSED BY ACCIDENTS), school insurance is not added to the insurance array.

Would the insurance from the school cover health services outside of a school clinic?

Programmer Instructions: Note: If coded '2' (NO), school insurance is not added to the insurance array.

I'd like to talk about the insurance which is from {DIRECT PURCHASE TYPE}, that is, the health insurance someone in the household purchased or obtained directly from that source.

Programmer Instructions: If coded '2' (INSURANCE REPORTED IN ERROR), flag item for source clean-up.

A permanent variable should be created at this item to track the use of this option.

'a group or association' if coded '1' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Group).

'a school' if coded '2' at HX200 or HX300 (looping on Insurance.DirectPurchTp=School).

'an insurance agent' if coded '3' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Agent).

'an insurance company' if coded '4' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Insurance Co).

'an HMO' if coded '5' at HX200 or HX300 (looping on Insurance.DirectPurchTp=HMO).

'a union' if coded '6' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Union).

'a previous employer' if coded '7' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Previous Employer).

'a spouse's (or deceased spouse's) previous employer' if coded '8' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Deceased Spouse’s Previous Employer).

'some other employer' if coded '9' at HX200 or HX300 or if looping because HX225 is coded ‘2’ (NO), ‘DK’ (DON’T KNOW), or ‘RF’ (REFUSED) (looping on Insurance.DirectPurchTp=Other Employer).

'the plan of someone not living here' if coded '10' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Plan of Someone Not Living Here).

'{STATE EXCHANGE NAME-A}' if coded '11' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Exchange).

'the {OTHER SPECIFY TEXT}' if coded '91' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Other).

'a source that provided directly purchased insurance' if coded 'RF' or 'DK' at HX200 or HX300 (looping on Insurance.DirectPurchTp=RF or DK).

For 'STATE EXCHANGE NAME-A', display exchange name 'A' associated with the state in which interview is being conducted. For the specific name to use by state, see the plan fill file.

Ask BOX_30-END_LP10.

Loop definition: LOOP_10 collects detailed information about insurance provided through an employer or union or the insurance source names of the direct purchase insurance source created in the HX section during the current round.

If looping on insurance provided through an insurance source created in the HX section during the current round (i.e., source selected at HX200 or HX300 or HX225 is coded ‘2’ (NO), ‘DK’ (DON’T KNOW), or ‘RF’ (REFUSED)) (Insurance.HISrc=Direct Purchase), the first loop cycle collects the main insurance source name of the insurance. Subsequent cycles, if any, are determined by the response to HP190. If HP190 is coded '1' (YES), the loop cycles again to collect the next insurance source name with the same direct purchase type. If HP190 is not asked or is coded '2' (NO), 'RF' (REFUSED), or 'DK' (DON'T KNOW), the loop ends for that direct purchase type.

When looping through the HP section on any insurance associated with an employer or union from the Employment (EM) section that provides health insurance (Insurance.HISrc=Employer or Union), LOOP_10 will cycle only one time.

Route Details: If looping on any insurance associated with an employer from the Employment (EM) section that provides health insurance and is self-employed, firm size = 1 (Insurance.HISrc=Employer and Job.SELFEMP=SelfEmpl and Job.EmpEstm= 1), continue with HP40.

If looping insurance associated with an employer or union from the Employment (EM) section that provides health insurance and is not self-employed, firm size=1 [(Insurance.HISrc= Union) or Insurance.HISrc=Employer and not (Job.SELFEMP=SelfEmpl and Job.EmpEstm=1))], go to HP70.

Otherwise, go to BOX_40.

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE SOURCE}

You mentioned that {you/{PERSON}} {{are/is}/{were/was}} self-employed and had health insurance through that business. Which category on card HX-8 comes closest to the main way {you/{PERSON}} {purchase/purchases} this insurance?

Display Instructions: Display ‘{are/is}’ if Rounds 1-4 and employer is a current job (Job.JobTp=CURRENT MAIN or CURRENT MISC). Otherwise, display ‘{were/was}’.

For 'STATE EXCHANGE NAME' display the exchange name 'A' associated with the state in which interview is being conducted. For the specific name to use by state, see the plan fill file.

Display HP40 and HP40OS on the same form pane. For ‘{PERSON}”, display the full name (Person.FullName) of the jobholder that came into HP from HX LOOP_10.

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE SOURCE}

Route Details: If looping on code '11' (STATE EXCHANGE NAME) at HX200 or HX300 (Insurance.DirectPurchTp=Exchange), automatically code HP50 as 'YES' and Automatically add the insurance source name '{STATE EXCHANGE NAME-A}' to the HP60 roster. [Set Insurance.HISrcName='{STATE EXCHANGE NAME-A}']. Then go to BOX_50.

If looping on code '1' (FROM A GROUP OR ASSOCIATION), '3' (DIRECTLY FROM AN INSURANCE AGENT), '4' (DIRECTLY FROM INSURANCE COMPANY), '5' (DIRECTLY FROM AN HMO), or '91' (OTHER SOURCE) at HX200 or HX300(Insurance.DirectPurchTp=Group, Agent, Insurance Co, HMO, or Other), continue with HP50.

Otherwise, go to HP60.

Is this coverage through {STATE EXCHANGE NAME-A} {, [which may also be known as {ALIAS B} {or {ALIAS C}}]}?

Programmer Instructions: If looping on any insurance associated with an employer from the Employment (EM) section that provides health insurance and is self-employed, firm size = 1 (Insurance.HISrc=Employer and Job.SELFEMP=SelfEmpl and Job.EmpEstm= 1), go to HP70.

Display Instructions: Display ‘, [which may also be known as {ALIAS B} {or {ALIAS C}}]’ if there is more than one exchange name associated with the state in which interview is being conducted.

Display ‘or {ALIAS C}’ if there are three exchange names associated with the state in which interview is being conducted.

For 'STATE EXCHANGE NAME-A', 'ALIAS B', and 'ALIAS C', display the exchange name(s) associated with the state in which interview is being conducted. For the specific name to use by state, see the plan fill file.

{Please give me the name of the {union/insurance company/HMO/previous employer/group or association/school/spouse's (or deceased spouse's) previous employer/employer/{OTHER SPECIFY TEXT}/source} {from which someone in the family {purchased/obtained} this insurance/for the insurance purchased from an agent}. / You mentioned that someone in the family receives health insurance from the plan of someone not living here. How does that policyholder get this insurance?}

Limited delete allowed. Interviewer may delete only newly added insurance source names at this item until HP LOOP_10 is completed. Once LOOP_10 is completed, the insurance source name cannot be deleted.

Limited edit allowed. Interviewer may edit only newly added insurance source names at this item until HP LOOP_10 is completed. Once LOOP_10 is completed, the insurance source name cannot be edited.

If a new organization is added, create a new record on the DeDupOrg array [set DeDupOrgID, DeDupOrgName, OrigRnd, CreateQ, MostRecentRU, and DeDupOrgTp].

Regardless of whether organization is selected or added, set Insurance.DeDupOrgID = DedupOrg.DedupOrgID and Insurance.HISrcName = DedupOrg.DeDupOrgName

If a new organization is created at HP60, set DeDupOrgID, DeDupOrgName, OrigRnd, CreateQ, MostRecentRU, and DeDupOrgTp. If Insurance.DirectPurchTp= 7, 8, 9 then DeDupOrgTp = DirectPurchase_Employer. If Insurance.DirectPurchaseTp = 6 then DeDupOrgTp = DirectPurchase_Union. If Insurance.DirectPurchaseTp = 1, 2, 3, 4, 5, 10, 11, 91, DK, RF then DeDupOrgTp = DirectPurchase_Other.

This item displays jobs, unions, or sources of direct purchase insurance that are linked to this RU (DeDupOrgName).

Display jobs, unions, or sources of direct purchase insurance that are linked to this RU (DeDupOrgName where MostRecentRU=this RU), but excludes organization names that were added in error or flagged for clean-up.

When CTRL-A is selected, display the following customized question wording in the pop-up:

If looping on code '10' (UNDER PLAN OF SOMEONE NOT LIVING HERE) at HX200 or HX300 (Insurance.DirectPurchTp=Plan of Someone Not Living Here), display:

You mentioned that someone in the family receives health insurance from the plan of someone not living here. How does that policyholder get this insurance?

INTERVIEWER: RECORD INSURANCE SOURCE NAME BELOW, SUCH AS EMPLOYER OR UNION NAME OR NAME OF DIRECT PURCHASE ORGANIZATION.

'GROUP OR ASSOCIATION' if coded '1' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Group)

'SCHOOL' if coded '2' at HX200 or HX300 (looping on Insurance.DirectPurchTp=School)

'INSURANCE AGENT' if coded '3' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Agent)

'INSURANCE COMPANY' if coded '4' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Insurance Co)

'UNION' if coded '6' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Union)

'PREVIOUS EMPLOYER' if coded '7' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Previous Employer)

'SPOUSE'S/DECEASED SPOUSE'S PREVIOUS EMPLOYER' if coded '8' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Deceased Spouse’s Previous Employer)

'SOME OTHER EMPLOYER' if coded '9' at HX200 or HX300 or if looping because HX225 was coded ‘2’ (NO), ‘RF’ (REFUSED), or ‘DK’ (DON’T KNOW) (looping on Insurance.DirectPurchTp=Other Employer)

'PLAN OF SOMEONE NOT LIVING HERE' if coded '10 at HX200 or HX300 (looping on Insurance.DirectPurchTp=Plan of Someone Not Living Here)

'{OTHER SPECIFY TEXT}'if coded '91' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Other)

'SOURCE THAT PROVIDED DIRECTLY PURCHASED INSURANCE' if coded 'RF' or 'DK at HX200 or HX300 (looping on Insurance.DirectPurchTp=RF or DK)

Display ‘Please give… an agent.’ if Insurance.DirectPurchTp <> Plan of Someone Not Living Here.

Display 'from which someone in the family {purchased/obtained} this insurance' if Insurance.DirectPurchTp <> Agent. Otherwise, display 'for the insurance purchased from an agent'.

Display 'purchased' if Insurance.DirectPurchTp=Group, School, Insurance Co, HMO, Union, RF, DK.

Route Details: If looping on a direct purchase type (i.e., category selected at HX200 or HX300 or code ‘2’, ‘DK’, or ‘RF’ at HX225) (Insurance.HISrc=Direct Purchase), go to HP90.

Otherwise, continue with HP70.

Context Header: {PERSON'S FIRST MIDDLE AND LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE SOURCE}

{{Are/Is}/As of {END DATE}, {were/was}} {you/{PERSON}} the primary insured person or policyholder of this health coverage through {INSURANCE SOURCE NAME}?

If coded '1' (YES), set jobholder as 'POLICYHOLDER'. [Set Insurance.Plcyhldr=Jobs.PersID]

Display Instructions: Display '{Are/Is}' if not round 5. Display 'As of {END DATE}, {were/was}' if round 5.

For ‘{PERSON}”, display the full name (Person.FullName) of the jobholder that came into HP from HX LOOP_10.

Who {is/was} the primary insured person or policyholder of this health coverage through {INSURANCE SOURCE NAME} {on {END DATE}}?

Flag insurance being looped on where jobholder is not policyholder (HP70=2, RF, DK) for cleanup.

This item displays employer/jobholder pairs. [Display Person.FullName and Job.JobsEstbName where PersID=Job.PersID]

Display 'is' if not round 5. Display 'was' if round 5. Display 'on {END DATE}' if round 5. Otherwise, use null display.

Who {is/was} the primary insured person or policyholder of this health coverage through {INSURANCE SOURCE NAME} {on {END DATE}}?

CAPI WILL PROMPT SEPARATELY FOR ANOTHER POLICYHOLDER WITH A PLAN FROM {DIRECT PURCHASE TYPE}.

Set Insurance.Plcyhldr=PersID if DU member selected or set to 901 if ‘Policyholder Deceased’ selected or set to 902 if ‘Policyholder Not in DU’ selected.

Set Insurance.HIPubPriv=Private and Insurance.HISrc=Direct Purchase and Insurance.DirectPurchTp=DirPType being looped on. Set Create Q and OrigRnd.

If looping on code '11' (DIRECTLY FROM {STATE EXCHANGE NAME-A}) at HX200 or HX300, an RU member cannot be selected if he/she is already listed as a current policyholder for insurance coverage ‘DIRECTLY FROM {STATE EXCHANGE NAME-A}’ [looping on Insurance.DirectPurchTp=Exchange and array has a person where [PersID=Insurance.Plcyhldr where Insurance.DirectPurchTp=Exchange]. If so, display the following message: “{PERSON} ALREADY HAS COVERAGE THROUGH {STATE EXCHANGE NAME}. SELECT ANOTHER PERSON AS THE POLICYHOLDER OR BACK-UP TO REVIEW RESPONSES.”

No filter; display all DU members. This can include DU members where PriorRndInelig=YES or EMPTY, but should exclude RU members where RemovedAtRE330=YES. This setting will exclude RU members who were deceased in a prior round as well as any RU members marked as non-key living away, unrelated 1 person RU and incorrectly listed but continues to show persons who could eventually rejoin the RU such as those who are in jail or outside the country.

If looping on code '11' (DIRECTLY FROM {STATE EXCHANGE NAME-A}) at HX200 or HX300, display any RU member who is already listed as a current policyholder for insurance coverage that is ‘DIRECTLY FROM {STATE EXCHANGE NAME-A}’ as grayed-out text [looping on Insurance.DirectPurchTp=Exchange and array has a person where [PersID=Insurance. Plcyhldr where Insurance.DirectPurchTp=Exchange].

'A GROUP OR ASSOCIATION' if coded '1' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Group).

'A SCHOOL' if coded '2' at HX200 or HX300 (looping on Insurance.DirectPurchTp=School).

'AN INSURANCE AGENT' if coded '3' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Agent).

'AN INSURANCE COMPANY' if coded '4' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Insurance Co).

'AN HMO' if coded '5' at HX200 or HX300 (looping on Insurance.DirectPurchTp=HMO).

'A UNION' if coded '6' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Union).

'A PREVIOUS EMPLOYER' if coded '7' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Previous Employer).

'A SPOUSE'S (OR DECEASED SPOUSE'S) PREVIOUS EMPLOYER' if coded '8' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Deceased Spouse’s Previous Employer).

'SOME OTHER EMPLOYER' if coded '9' at HX200 or HX300 or if looping because HX225 is coded ‘2’ (NO), ‘DK’ (DON’T KNOW), or ‘RF’ (REFUSED) (looping on Insurance.DirectPurchTp=Other Employer).

‘SOMEONE NOT LIVING HERE' if coded '10' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Plan of Someone Not Living Here).

'{STATE EXCHANGE NAME-A}' if coded '11' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Exchange).

'{OTHER SPECIFY TEXT}’ if coded '91' at HX200 or HX300 (looping on Insurance.DirectPurchTp=Other).

'A SOURCE THAT PROVIDED DIRECTLY PURCHASED INSURANCE' if coded 'RF' or 'DK' at HX200 or HX300 (looping on Insurance.DirectPurchTp=RF or DK).

For 'STATE EXCHANGE NAME-A', display exchange name 'A' associated with the state in which interview is being conducted. For the specific name to use by state, see the plan fill file.

Programmer Instructions: If Insurance.Plcyhldr = 902, set the display for Insurance.Plcyhldr = PLCYHLDR NOT IN DU-followed by the first 15 characters entered at HP100

Programmer Instructions: If Insurance.Plcyhldr = 901, set the display for Insurance.Plcyhldr = PLCYHLDR DECEASED-followed by the first 15 characters entered at HP110

Route Details: If looping on any insurance associated with an employer or union from the Employment (EM) section that provides health insurance (Insurance.HISrc=Employer or Union), go to BOX_90.

Otherwise, continue with BOX_70.

Route Details: If looping on code '7' (FROM ANYONE’S PREVIOUS EMPLOYER), code '8' (FROM SPOUSE’S/DECEASED SPOUSE’S PREVIOUS EMPLOYER), or code '9' (FROM SOME OTHER EMPLOYER) at HX200 or HX300 or if looping because HX225 is coded ‘2’ (NO), ‘DK’ (DON’T KNOW), or ‘RF’ (REFUSED) (Insurance.DirectPurchTp=Previous Employer, Deceased Spouse’s Previous Employer, or Other Employer), continue with BOX_80.

Otherwise, go to BOX_90.

Route Details: If policyholder currently being cycled on is deceased [(Insurance.Plcyhldr = 901) or (Insurance.Plcyhldr=PersID where Person.PersRndStatus=DeadEligPt)], auto-code HP120 as '4' (DECEASED) and go to BOX_90.

If policyholder is not a current RU member [(Insurance.Plcyhldr=902) or (Insurance.Plcyhldr=PersID where Person.MostRecentRU<>RUUnit)], go to BOX_90.

Context Header: {POLICYHOLDER FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE SOURCE}

{Are/Is} {you/ {POLICYHOLDER}} currently employed at this job, retired from this job, previously employed at this job, or is it some other situation?

Programmer Instructions: Do not display response code ‘4’ (DECEASED) as a response option when HP120 is presented on path. It remains only as an option for when it is auto-coded via BOX_80.

Context Header: {POLICYHOLDER FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF NSURANCE SOURCE}

Route Details: If looping on code ‘10’ (UNDER PLAN OF SOMEONE NOT LIVING HERE) at HX200 or HX300 (Insurance.DirectPurchTp=Plan of Someone Not Living Here), continue with HP130.

If looping on code ‘7’ (FROM ANYONE’S PREVIOUS EMPLOYER) or code ‘8’ (FROM SPOUSE’S/DECEASED SPOUSE’S PREVIOUS EMPLOYER) or code ‘91’ (OTHER SOURCE) at HX200 or HX300 (Insurance.DirectPurchTp=Previous Employer, Deceased Spouse’s Previous Employer, or Other), go to HP140.

If looping on [code ‘9’ (FROM SOME OTHER EMPLOYER) at HX200 or HX300 or if looping because HX225 is coded ‘2’ (NO), ‘DK’ (DON’T KNOW), or ‘RF’ (REFUSED)(Insurance.DirectPurchTp=Other Employer)] and [HP120 is not coded '1' (CURRENTLY EMPLOYED)], go to HP140.

If looping on insurance associated with an employer from the Employment (EM) section that provides health insurance and job type is 'FORMER MAIN', 'FORMER

MISCELLANEOUS' or 'LAST JOB OUTSIDE REFERENCE PERIOD' and job is 'NOT RETIRED FROM' [Insurance.HISrc=Employer and (JobTp=FORMER MAIN or FORMER MISC or LAST JOB OUTSIDE REFERENCE PERIOD) and (Job.RetireJob<>Yes)], go to HP140.

Context Header: {POLICYHOLDER FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE SOURCE}

Is the {INSURANCE SOURCE NAME} health coverage {POLICYHOLDER} has through an employer or previous employer?

Context Header: {POLICYHOLDER FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE SOURCE}

Some employer insurance can be continued after leaving the company by continuing to pay the premium. This is sometimes referred to as a COBRA plan.

{Is/Was} {your/{POLICYHOLDER}'s} {INSURANCE SOURCE NAME} insurance like that {on {END DATE}}?

Display Instructions: Display 'Is' if not round 5. Display 'Was' if round 5. Display 'on (END DATE)' if round 5.

Insurance is associated with an employer from the Employment (EM) section that provides health insurance (Insurance.HISrc=Employer), and

Job is a 'CURRENT-MAIN-JOB’ (Job.JobTp=CURRENT MAIN), and Job is 'SELF-EMPLOYED' (Job.SELFEMP=SelfEmpl), and EM740 (total employees) or RJ110 (total employees) is greater than 1 but <=200 (Job.EmpEstm = 2-9 or 10-25 or 26-50 or 51-100 or 101-200), continue with HP150

Insurance is associated with an employer from the Employment (EM) section that provides health insurance (Insurance.HISrc=Employer), and Job is a 'CURRENT-MAIN-JOB’ (Job.JobTp=CURRENT MAIN), and Job is a 'NOT SELF-EMPLOYED' (Job.SELFEMP< >SelfEmpl), and

Firm size is small (see determination below), and - EM430 (firm size) is greater than 1 but <= 200 (Job.EmpEstm = 2-9 or 10-25 or 26-50 or 51-100 or 101-200), or - EM440 (firm size category) is coded ‘2’ (2 TO 9), '3' (10 TO 25), '4' (26 TO 50), '5' (51 TO 100), or ‘6’ (101 TO 200) (Job.EmpEstm = 2-9 or 10-25 or 26-50 or 51-100 or 101-200)

EM450 (multiple locations) is coded '2' (NO) (MORELOCTN=No) continue with HP150.

Context Header: {POLICYHOLDER FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE SOURCE}

In {RU STATE}, {STATE SHOP NAME-A} {, [which may also be known as {ALIAS B} {or {ALIAS C}}],} is a program where small businesses will be able to shop for health insurance plans for their employees. Is {your/{POLICYHOLDER}'s} health insurance coverage through {INSURANCE SOURCE NAME} related at all to a program like that?

Display Instructions: For 'RU STATE', display the full state name associated with this RU's address.

Display Instructions: ‘, [which may also be known as {ALIAS B} {or {ALIAS C}}],’ if there is more than one SHOP name associated with the state in which interview is being conducted.

Display ‘or {ALIAS C}’ if there are three exchange names associated with the state in which interview is being conducted.

For 'STATE SHOP NAME-A' 'ALIAS B', and 'ALIAS C' display the small business health options program name associated with the state in which interview is being conducted. For the specific name to use by state, see the plan fill file.

Route Details: If single-person RU and the only RU member is selected as the policyholder of the insurance being asked about, auto-code HP160 as code ‘2’ (NO) and then go to HP180.

If single-person RU and the policyholder selected at HP90 is not a current RU member or code ‘99’ (POLICYHOLDER DECEASED) or code ‘98’ (POLICYHOLDER NOT LISTED IN DU) selected at HP90 [(Insurance.Plcyhldr=901 or 902) or (Insurance.Plcyhldr=PersID where Person.MostRecentRU< >RUUnit)], auto-code HP160 as code ‘1’ (YES), auto-code HP170 with the name of the only RU member, and then go to BOX_120.

Otherwise, continue with HP160.

Context Header: {POLICYHOLDER FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE SOURCE}

Was anyone {living here} covered as a dependent under {your/{POLICYHOLDER}'s} health coverage through {INSURANCE SOURCE NAME} at any time {since {START DATE} /between {START DATE} and {END DATE}}?

Programmer Instructions: Soft Check: If coded ‘2’ (NO), ‘RF’ (REFUSED), or ‘DK’ (DON’T KNOW) and if the policyholder selected at HP90 is not a current RU member or code ‘99’ (POLICYHOLDER DECEASED) or code ‘98’ (POLICYHOLDER NOT LISTED IN DU) [(Insurance.Plcyhldr = 901 or 902) or (PolicyHolder=PersID where Person.MostRecentRU< >RUUnit)], display the following message: “UNLIKELY RESPONSE. NO ONE IN THE RU IS COVERED AS A DEPENDENT AND THE POLICYHOLDER IS NOT AN RU MEMBER. REVIEW ENTRIES FOR POLICYHOLDER (HP90 (PlcyhldrRoster)) AND WHETHER ANYONE IN RU COVERED (HP160 (CovdDepend)). IF CHANGES ARE NOT MADE, INSURANCE WILL BE DELETED.” If the soft check is suppressed without corrections being made, that is no current RU members are in the covered person array, the insurance will need to be flagged for clean-up. If insurance is flagged for clean-up, remaining follow-up items in HP are not asked for this instance of LOOP_10. Exit LOOP_10 and go to BOX_150.

Display Instructions: Display 'living here' if looping on code ‘10’ (UNDER PLAN OF SOMEONE NOT LIVING HERE) at HX200 or HX300 (Insurance.DirectPurchTp=Plan of Someone Not Living Here.

Context Header: {POLICYHOLDER FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE SOURCE}

PROBE: Was anyone else covered as a dependent {since {START DATE} /between {START DATE} and {END DATE}}?

Soft Check: If code ‘99’ (PERSON NOT LISTED IN RU) selected alone at HP170 and if the policyholder selected at HP90 (and currently being cycled on) is not a current RU member or code ‘99’ (POLICYHOLDER DECEASED) or code ‘98’ (POLICYHOLDER NOT LISTED IN DU) or [(Insurance.Plcyhldr = 901 or 902) or (PolicyHolder=PersID where Person.MostRecentRU<>RUUnit)], display the following message: “UNLIKELY RESPONSE. NO ONE IN THE RU IS COVERED AS A DEPENDENT AND THE POLICYHOLDER IS NOT AN RU MEMBER. REVIEW ENTRIES FOR POLICYHOLDER (HP90 (PlcyhldrRoster)) AND DEPENDENTS (HP170 (DependRoster)). IF CHANGES ARE NOT MADE, INSURANCE WILL BE DELETED.” If the soft check is suppressed without corrections being made, that is no current RU members are in the covered person array, the insurance will need to be flagged for clean- up. If insurance is flagged for clean-up, remaining follow-up items in HP are not asked for this instance of LOOP_10. Exit LOOP_10 and go to BOX_150.

This item displays RU-members-roster (Person.FullName) for selection of RU-members.

Display all persons on the RU-members-roster excluding the person who is the policyholder for this insurance being looped on.

Display 'since {START DATE}' if not round 5. Display 'between {START DATE} and {END DATE}' if round 5.

Context Header: {POLICYHOLDER FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE SOURCE}

{Does/Between {START DATE} and {END DATE}, did} {your/ {POLICYHOLDER}'s} health coverage through {INSURANCE SOURCE NAME} cover as dependents any persons who do not live here?

Display Instructions: Display 'Does' if not round 5. Display 'Between {START DATE} and {END DATE}, did ' if round 5.

Route Details: If at least one RU member is listed as the policyholder or as a covered person, continue with BOX_130.

Otherwise, go to BOX_140.

Route Details: Ask the time period covered detail (HQ) section.

This instance of the HQ section collects time period coverage detail for all current RU members that are covered as either the policyholder or a dependent through this insurance being looped on. The grid for the HQ section should be preloaded with all persons in the covered person array for this insurance.

Note: The persons in the covered persons array include the following:

Person is a current RU member and is flagged as the policyholder for this pair (HP70 is coded ‘1’ (YES) (Jobholder=Policyholder) or a current RU member is selected at HP90)

Person was selected at as dependent at HP170 for this pair (do not include selections of code ‘99’ (PERSON NOT LISTED IN RU) at HP170

At completion of time period covered detail (HQ) section, continue with BOX_140.

Route Details: If looping on insurance associated with an employer or union from the Employment (EM) section that provides health insurance (Insurance.HISrc=Employer or Union), go to END_LP10.

Otherwise, continue with HP190.

Context Header: {POLICYHOLDER FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE SOURCE}

Aside from {your/{POLICYHOLDER}'s} {INSURANCE SOURCE NAME} insurance, is there another health insurance plan that anyone in the family obtains {directly} from {DIRECT PURCHASE TYPE}?

Programmer Instructions: Programmer Instructions: If coded ‘1’ (YES), create direct purchase insurance with the same type that is currently being looped on [set Insurance.HIPubPriv=Private and Insurance.HISrc=Direct Purchase and Insurance.DirectPurchTp=DirPType being looped on)] [set Create Q and OrigRnd]. NOTE: While the insurance is being created at HP190, for the purposes of the specifications, it will be treated as if was created at HX200 or HX300, wherever the original direct purchase insurance was created.

Display Instructions: Display ‘directly’ if looping on code '11' (DIRECTLY FROM {STATE EXCHANGE NAME-A}) at HX200 or HX300 (Insurance.DirectPurchTp=Exchange). Otherwise, use a null display.