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Form 1095-B Template

Use this form to record health coverage information for a responsible individual and covered individuals.

Why use a Form 1095-B?

A Form 1095-B helps organize responsible individual, employer, coverage provider, and covered individual details.

  • Healthcare

    Record health coverage

    Capture minimum essential coverage details for covered individuals and months.

  • Healthcare

    Identify coverage source

    Use origin codes and provider fields to show where health coverage came from.

  • Healthcare Records and Compliance

    Keep records organized

    Provide a form the recipient can keep for records instead of attaching to a tax return.

What this template includes

This template includes responsible individual details, employer coverage information, provider data, and covered persons.

  • Recipient Copies

    Responsible individual

    Fields capture name, TIN or date of birth, address, and origin of coverage code.

  • healthcare-menu-icon

    Employer-sponsored coverage

    Includes employer name, EIN, and address fields for certain employer coverage.

  • Fill

    Coverage provider details

    Fields capture issuer or provider name, EIN, contact telephone number, and address.

  • Calculate tax or refund

    Covered individuals table

    Includes names, TINs or dates of birth, full-year coverage, and monthly coverage boxes.

  • Sign as recipient

    Recipient instructions

    Includes instructions on coverage records, premium tax credit notes, and additional ACA information.

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