Jay J. Sangerman, PLLC
© 2006 Medicaid Documentation Checklist -- Abbreviated FOR MARRIED APPLICANTS, INFORMATION NEEDS TO BE PROVIDED FOR BOTH HUSBAND AND WIFE 1. PROOF OF AGE AND CITIZENSHIP 2. VERIFICATION OF MONTHLY INCOME 3. VERIFICATION OF RENT & RELATED EXPENSES 4. HEALTH INSURANCE 5. MEDICARE 6. SOCIAL SECURITY CARD 7. PROOF OF MARITAL STATUS 8. VETERAN STATUS 9. SPOUSAL REFUSAL
FINANCIAL DOCUMENTATION AND INFORMATION
(Please note that financial documentation is needed for 36 months for a nursing home application, but only for ONE month for a homecare community application. The documentation set forth below requiring 36 months of information and transaction explanations is only for nursing home Medicaid. For married applicants, documentation must include all information, whether it pertains to the Medicaid applicant or the spouse and whether in joint name with another or sole name) 10. CHECKING, SAVINGS, CD, MONEY MARKET AND OTHER ACCOUNTS 11. STOCKS & BONDS 12. REAL PROPERTY 13. COOPERATIVE APARTMENTS 14. LIFE INSURANCE 15. IRS FEDERAL TAX FORM 1040 AND ALL RELATED SCHEDULES FOR THE PRIOR THREE YEARS (no tax returns required for homecare community application) 16. REPARATIONS 17. PROOF OF TRANSFERS OF MONEY OUT OF APPLICANT'S NAME: JAY J. SANGERMAN, ESQ. |