| |
Documents
You'll Need Before You Proceed
Copies we will need to audit your file and determine qualification
- Current statements for bank, brokerage, and
CDs.
- Stock certificates, bonds, mutual funds, U.S. government bonds, municipals
not held in brokerage account: certificates, current statements,
dividend statement, investment plan or dividend reinvestment statements.
- Individual Retirement Accounts (IRAs)
or other deferred compensation plans: current statement and beneficiary
designations.
- Prepaid burial or cremation contract, deed
to cemetery plot, current statement for special burial bank account.
- Title(s) issued by Department of Motor
Vehicles for automobile, mobile home, boat, trailer, truck, van,
recreational vehicle and proof of current insurance.
- Deed to residence, current real estate tax
bill, proof of current homeowner's insurance, and mortgage information, if
applicable.
- Copy of deed(s), tax bill, and proof of
insurance for any other real property. If for sale, listing agreement and
statement of fair market value from realtor.
- Life insurance and annuity policies, policy,
current statement of value, and
beneficiary information.
- Year end statements for brokerage accounts,
annuities, life insurance policies, etc.
- Income verification (gross and net) from Social Security,
Veterans Administration, Civil Service, pension, IRA distributions, and
any other income.
- Mortgage and/or promissory note owing to
you.
- Assets transferred (gifts) in the past 36
months for gifts in excess of $5,000 before November 1, 2007 and gifts
of any amount after November 1, 2007: statements showing withdrawal and deposit to
another account.
- Accounts closed in the last 36 months showing zero balance
and copy of statement showing deposit of proceeds to another account.
- Income tax returns for the past 3 years
including 1099s and other supporting documentation.
- Most
recent nursing home bill.
- Personal documentation: Medicare
cards, birth certificates.
- Military discharge papers.
- Supplemental
health insurance card (both sides), and current premium statement.
- Medicare Part D prescription drug
insurance card (both sides) and current premium statement.
- Long
term care policy. Please include benefit page.
- Award
letter from Social Security Disability or Supplemental Security
Income.
Instructions
- Skip the
items on our list that do not apply.
-
If the
Medicaid applicant is married, we will need information about both
spouses.
- If you are
unable to supply copies of the above listed items, our office will
send your original information to a professional copy service and bill
you for the copies.
|
|
Call
Louise at: 727.441.4516 |
|
