ACAPrime
B Forms Template & Tutorial
Thank you for choosing ACAPrime for your ACA Reporting needs!
Quick Start in 4 Easy Steps
Sign Up & Order
Get started with our secure online ordering
Set Up Box.com
Receive your secure file sharing invite
Prepare Your Data
Use our template or upload your files
Upload to Box Folder
Submit to your secure folder
📋 Data Requirements
Submission Options:
Choose the method that works best for you:
- Upload Unmasked SSN 1095-B PDF Copies from your insurance carrier
- Submit a Spreadsheet with all necessary data
- Complete our Standard B Form Template (recommended)
✓ Required Information:
- Employer Info: Official Employer Name, EIN, Address, Contact Person Name, Phone # and Title
- Enrolled Employee Info: Full Name, SSN, Address, Months of Coverage (Jan-Dec)
- Enrolled Spouses and Dependents (Self or Level Funded plans only): Full Name, SSN or DOB, Months of Coverage, Employee Associated with (by SSN typically)
⚠️ Important Note: Data for employees or individuals that did NOT enroll in health coverage is not required.
📹 B Forms Template Video Tutorial
Watch our step-by-step guide to completing your B Forms template
❓ Frequently Asked Questions
When is the deadline to submit my data?
We recommend submitting by January 15 to ensure timely processing. The IRS filing deadline is March 31, but earlier submission allows time for any necessary corrections or clarifications.
What if I don't have SSNs for all dependents?
For dependents without SSNs, you can provide their Date of Birth (DOB) instead. The IRS accepts DOB as an alternative identifier for dependents on Form 1095-B.
Do I need to include terminated employees?
Yes, if they had coverage during any month of the reporting year. Include all months they were covered, even if they're no longer employed.
How do I access my Box Folder?
After signing up, you'll receive an email invitation to Box.com. Accept the invitation and look for your designated folder. This is your secure upload location. Need help? Watch our Box tutorial.
What's the difference between fully insured and self/level-funded plans?
For fully insured plans, the insurance carrier files for dependents, so you only need employee data. For self-funded or level-funded plans, you must provide dependent information as the employer is responsible for all 1095-B reporting.
Can I make changes after submitting?
Yes! Simply upload corrected files to your Box Folder or contact us at [email protected]. We'll use the most recent version of your data.
⏰ Important Deadlines for 2024 Reporting
Target date for data submission (the earlier, the better!)
IRS filing deadline (electronic filing)
📚 Additional Resources
- State ACA Reporting Requirements - Check if your state has additional filing requirements
- Box.com Upload Tutorial - Step-by-step guide for using Box
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