Medicaid Document Checklist
Applying for Medicaid can be daunting. Senior Planning is here to help you simplify the process with a printable Medicaid document checklist listing all the documents needed to apply for Medicaid.
Medicaid documentation requirements include providing proof of who you are, where you live and what you own.
To qualify as quickly as possible for Medicaid in your state, it is important to send in all the documents required for Medicaid coverage.
The following Medicaid application checklist will aid you in completing the Medicaid application. The checklist of documentation needed for the elderly Medicaid application is quite comprehensive. The more documents provided, the quicker the processing time.
Print Medicaid Document Checklist
What do you need to apply for Medicaid?
Medicaid documentation requirements include providing proof of who you are, where you live and what you own.
To qualify as quickly as possible for Medicaid in your state, it is important to send in all the documents required for Medicaid coverage.
The following Medicaid application checklist will aid you in completing the Medicaid application. The checklist of documentation needed for the elderly Medicaid application is quite comprehensive. The more documents provided, the quicker the processing time.
Print Medicaid Document Checklist
Please provide at least ONE document from each of the following categories:
- 1. Proof of Age
- US Passport
- Birth Certificate
- Driver’s License
- Baptismal Certificate
- 2. Proof of Citizenship
- US Passport
- Birth Certificate
- Naturalization Papers
- Alien Registration Card
- Final Adoption Decree
- 3. Identity
- US Passport
- Photo License
- School ID
- US Military ID
- County ID
- 4. Marital Status
- Marriage Certificate
- Separation Papers
- Divorce Decree
- Spouse’s Death Certificate
Please provide ALL applicable documents from the following categories:
- 5. Financial ResourcesAll Data Applicable to Resources owned in the last 5 years
- Checking Account Statements
- Savings Account Statements
- Money Market Accounts
- Certificates of Deposit
- Credit Union Accounts
- Stocks or Bonds
- Annuities
- IRA, 401K, 403B, Keogh Accts
- Title to Automobile & Value
- Deeds to Property Owned and Listing Agreement
- Property Proceeds / HUD-1
- Mortgages
- Special Needs Trusts
- Life Insurance Policies with Cash Value Statements
- Burial Plot Information
- Prepaid Funeral Contracts
- 6. Income
- Most Recent Pay Stubs
- Social Security Award Letter
- Railroad Retirement Award Letter
- Temp. Disability Check Or Award Letter
- Pension Statement
- Unemployment Check Stubs
- Support/Alimony Checks Or Court Order
- VA Award Letter
- SSI Award Letter
- 7. Other
- Social Security Card (front and back)
- Medicare Card (front and back)
- Additional Insurance Cards/RX Card
- Insurance Premium Bill or Payment Coupon
- POA
- Guardianship Documentation
The following living expenses will be taken into account if the Medicaid recipient is placed in a nursing facility, but the spouse remains living in the community.
Please provide copies of the following list of documents needed for the Medicaid application
- All Income Verifications
(Social Security Award Letter,
Pension Stub, Etc.) - Spouse’s ID & Cards
- Spouse’s ID & Cards
- Electric Bills
- Real Estate Tax Bills
- Gas/Oil Bills
- Mortgage Statements
- Rent Receipts
- Water/Sewer bills
- Home/Renter’s Insurance
Simplify Medicaid Documentation Requirements with Senior Planning
Using the Medicaid document checklist above will help to uncomplicate your application for Medicaid coverage. For further guidance with working out exactly what you need to apply for Medicaid and qualifying, contact our Medicaid experts for a free consultation.