Necessary Documents

The following information is necessary to complete the medicaid application. The more documentation provided, the quicker the processing time.

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

5. Financial Resources

All data applicable to resources owned in the last 5 years.

  • Checking Account Statements
  • Savings Account Statements
  • Money Market Accounts
  • Certificate 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 I HUD-1
  • Mortgages
  • Special Needs Trusts
  • Life Insurance Policies with Cash Value Statement
  • 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 & back)
  • Medicare Card (front & back)
  • Additional Insurance Cards/ RX Card
  • Insurance Premium bill or Payment coupon
  • POA
  • Guardianship Documentation 

The following living expense will be taken into account if the Medicaid recipient is placed in a nursing facility but the spouse remains living in the community

  • All Income Verification (Social Security Award Letter, Pension Stub, Etc.)
  • Spouse’s ID & Cards
  • Electric Bills
  • Real Estate Tax Bills
  • Gas/Oil Bills
  • Mortgage Statements
  • Rent Receipts
  • Water/Sewer Bills
  • Home/Renter’s Insurance

Call: 1-844-375-2664

Email: info@JBElderPlanning.com