Documents Needed for Medicaid Preparation
There’s so much more to filing a Medicaid application than gathering documents. Everything you’ve worked for your entire life is at risk.
Documents are needed for both spouses
- Verification of Birth and Citizenship
- Photo Identification
- Medicare Card and Social Security Card
- Health Insurance Cards (front and back) and current premiums
- Verification of Marital Status: Marriage Certificate, Divorce Papers, Death Certificate of Spouse
- Veterans Discharge papers
- Verification of Income for Current Year: Pension Check and Stub, Social Security award letter (or copy of recent check)
- All Estate Planning Documents: Power of Attorney Form, Last Will and Testament, Trust Agreement
- Statements or passbooks on all bank accounts (open or closed) back 5 years from the month of requested eligibility.
- All checks or receipts for any withdrawal $2,000.00 or over back 5 years from the month of requested eligibility.
- Any other resource owned back 5 years from the month of requested eligibility: stocks, bonds, mutual funds, etc.
- Certificate of title to any motor vehicle: car or mobile home
- Income Tax Returns, with all 1099s, in the past five years.
- Residency verification: Deeds and tax bills to residence, any lease or rental agreement
- Deed and tax bills for any other property owed
- Contract of sale of any property sold in last 3 years
- Prepaid funeral arrangements
- Burial plot deed
- Life Insurance policies: face and cash values
Important Note: Any unexplained deposit or withdrawal at the time of the Medicaid application may either cause a denial of the application or a creation of a penalty period.