In 2016 Unity HealthShare℠ joined with AnaBaptist HealthShare (Mennonite Medical Aid Plan), a healthcare sharing ministry recognized by the Centers for Medicare & Medicaid Services (CMS). As a result, the members of Unity HealthShare℠ have the security of being members of a recognized healthcare sharing ministry. AnaBaptist HealthShare is the non-profit organization that facilitates the sharing of qualifying medical costs between members.
AnaBaptist received its recognition letter from CMS on July 14th, 2015. For a copy of the recognition letter, click the link below.CMS Recognition Letter
Exemption. Personal Taxes
Taxpayers must use the IRS Form 8965 to claim exemption as a member of a healthcare sharing ministry.
To calculate your ‘Shared Responsibility Payment’ on Form 8965 follow these basic steps:
Leave Parts I and II blank.
In Part III, enter the information for all members of your family on the Plan. For each month that you were a part of a healthcare sharing ministry as an exemption, enter the code ‘D’.
On line 61 of Form 1040 enter the ‘Shared Responsibility Payment’ which was calculated from Form 8965.
In the event an accountant or tax preparer asks for the name of the recognized HCSM through which members share medical bills, the formal name of our Health Care Sharing Ministry is: ‘AnaBaptist HealthShare’ Unity HealthShare℠ is a ministry of that entity.
Have questions? The Unity HealthShare℠ team is here to help you! Contact us anytime. Info@Unityhealthshare.org or 800-UHS.9794
To view an example 8965 Form click the link below.IRS Form 8965
This form is an attachment to Form 1040, Form 1040A, or Form 1040EZ.
Go to www.irs.gov/Form8965 for instructions and the latest information