If you are applying for Medicaid (Title XIX) there is a lot of information you need to gather to submit your application to the Department of Social Services (“DSS”). Here are some of the common items that are necessary:
- Personal Identification. A copy of your birth certificate, social security card, health insurance card(s), and Medicare Card. If you are married you will need the same information for your spouse, and a copy of your marriage certificate.
- Income Information. Proof of monthly social security and pension income, or any other sources of income.
- Asset Information. A copy of monthly bank statements and investment statements for all open accounts for the three years prior to the date of the Medicaid application and the December statements for years four and five prior to the application.
- Life Insurance and Long Term Care Insurance Information. If you have life insurance or long term care insurance you will need the policy type, number, face amount, and cash surrender value amount.
- Closed Account Information. You will need to list all accounts that have been closed during the five years prior to the application and be prepared to trace where the funds from the closed account went.
- Information about Gifts. Be prepared to explain any gifts larger than approximately $500.00 during the five years prior to the application. Some of this information may be found on your account statements in number 3, above.
Preparing the Medicaid application and answering the many follow up questions usually posed by the DSS intake worker can be a daunting task. Having help from a professional who knows what to do can ease the burden for you.
For advice specific to you or your family, please contact the office. We would be glad to meet with you for a no hassle, no charge initial consultation, no matter how long it lasts.