We are pleased that you have taken the first step along the way to appropriate Medicaid planning! Our friendly, professional staff is eager to assist you. Upon initiating Medicaid planning procedures, the following documentation will be necessary.
Verification Of Age And Citizenship (One may be enough)
Passport
Birth Certificate, Baptismal Certificate
Social Security Award Letter (Social Security Administration
issues this letter : 1-800-SSA-1213)
Naturalization papers, if applicable
Voter Registration Card
Verification Of Monthly Income (Social Security, Pension, Annuity, Etc.)
Copy of actual check that is received
Copy of Social Security Award Letter
Copy of letter from payer stating amount of pension benefits,
etc.
Verification Of Rent & Related Expenses
Rent receipt, deed to house, telephone, gas & electric
bills
Health Insurance (Blue Cross/Blue Shield, AARP, HIP, HMO, Etc.)
Copy of insurance card (s)
Proof of Premiums (copy of premium notice(s) and/or copy of
canceled checks showing payment of premium(s)
Medicare
Copy of card
Proof of enrollment in Part-A and/or Part-B
Social Security Card
Copy of card
Proof Of Marital Status
Copy of marriage certificate/separation papers
Divorce decree and/or Death Certificate
Veteran Status
Discharge papers
Whole Life Insurance (choose one)
Copy of insurance policy
Statement from insurance company stating current cash value
Copy of check or affidavit or receipt of Reparations
Proof of total received
Financial Statements
Nursing Home
36 months of bank statements (in some cases up to 60 months),
passbooks, stocks, bonds, CD’s,
IRA’s, etc.
12 months of checking statements
Home Care
Last month of all bank statements, checking, savings,
passbooks, stocks, bonds, CD’s,
Annuities, IRA’s, etc.
Burial Deed
Pre-paid Burial documents
Income Tax Forms For Last Three Years (for Nursing Home only)
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