Whether you’re there on behalf of yourself or another, there are a few basic things that you can bring with you to help your Attorney determine whether or not the applicant may qualify for Medicaid.

Identifying Documents
If accessible, it would be a significant head start if you could bring verification of the date and place of birth of both the applicant and their spouse, (if there is one). This could be a birth certificate or passport or voter registration card. Additionally, it would be helpful to bring identification for both the applicant and spouse, as well as proof of their marital status, like a marriage certificate. Other helpful documents are the social security cards of both spouses as well as any deed and tax bills for any property that is owned, including timeshares.

Financial documents
The rules and documents required to accompany a Medicaid application are complicated and ever-changing, so it is important for the Attorney to get a good idea about the financial picture for both the applicant and spouse. Income tax returns, annuity contracts, health insurance information, life insurance policies, long term care policies, information on prepaid funerals and proof of Veteran’s benefits will all be very helpful documents in piecing together the financial picture of the applicant.

Perhaps the most important information you could provide however, is evidence of the applicant and spouse’s income and assets. This includes evidence of income, such as pay stubs (before deductions are taken out), social security statements, bank statements, statements for CDs, savings accounts, investment accounts, IRAs, retirement accounts and the like. Your Attorney will be trying to determine the current status in terms of eligibility and moving forward will determine the steps needed to be ready to apply, if the current situation requires adjustment. *There are other documents that are required and may be acceptable in lieu of the ones listed here, but please speak with an Attorney to determine which items apply to your circumstances.

Morneau Law
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