Resources

Respite Room

Documents You'll Need Before You Proceed

Reasons To Go Forward

• 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

All contents © 2008 The Law Offices of Charles F. Robinson