Why the result has three groups
A matching personal detail is not the same as meeting a complete program rule. Missing dates, tag treatment, qualifying periods, and facility limits belong in “needs verification.”
02 · Requirement sorting
Plan match worksheet
Answer broad planning questions. The result sorts requirements rather than naming a selected program or claiming that you qualify.
Describe the scenario
No automatic enrollment
The worksheet does not recommend one official plan, submit an application, change an account, or promise savings.
