We Already Know What You Need To Know
The following is a checklist of items needed for Medicaid verification:
Biographical
_______ Birth certificate (both spouses)
_______ Social Security card (for both spouses if married)
_______ Health care cards, front and back
_______ Private health insurance premium statements
_______ Marriage certificate (of all marriages for both spouses)
_______ Death certificate of spouse (and any other predeceased spouses from both parties)
_______ Naturalization papers, if applicable
_______ Military discharge papers, DD-214
Income
_______ Social Security yearly award letter stating monthly benefit for current year (you should receive this sometime in December of the prior year)
_______ Pension statements for the most current month
_______ IRA statements for current months
_______ Any other retirement payment statements for most current month
_______ Annuity statements for most current month
_______ Any outstanding loans that are being repaid to you
Resources
_______ All bank account statements for most current 3 months (all pages)
_______ All investment account statements for most current 3 months
_______ Real estate deeds (and/or closing papers on real estate sold within 3 years)
_______ Most recent property tax bill
_______ All life insurance policies
_______ Cash surrender value on all life insurance policies with face values above $5,000
_______ Rental agreements for secondary homes
_______ Automobile registration
_______ List of contents in safety deposit box
_______ Prepaid funeral and/or burial contracts
Misc.
_______ List and explanation of all deposits and withdrawals for $1,000 or more
_______ Copy of current will, powers of attorney and trusts
_______ FOR VETERANS ONLY, copy of all medical expenses paid for the past 12 months (to include all prescriptions, eye exams and glasses, hearing aids and batteries, home health aids, assisted living costs, etc.)
Go Over Your Checklist With A Lawyer
You can consult a lawyer at Hodges Law Firm, LLC to go over your checklist and make sure you have everything in order. To schedule a free consultation, contact our office in Cumming. Call 678-608-1746 or toll-free at 888-586-2621. To reach us online, simply send an email.