Medicaid Application – Detailed Guide on How to Apply & Common Mistakes

Step 3 Prepare Necessary Documents and Consult a professional lawyer

Preparing Medicaid documentation is definitely a massive and challenging task as some of the documents could be tracked 5 years ago. Many high potential applicants who could have enrolled in Medicaid are denied due to unfamiliarity with Medicaid regulations. Therefore, advance planning for Medicaid application is the key to the process. Before submitting the application, be sure to bring the following materials to a law attorney for a consultation. 

Immediate Family Members Prepare a list of your immediate family member including their names, phone numbers, and addresses.
Proof of Citizenship Documents Providing primary evidence of U.S. citizenship such as your birth certificate, or U.S. Passport or certificate of citizenship.
Marriage Certificate Provide marriage certificate if you are married
Financial Account Statements Gather together statements of all your financial accounts including bank accounts, brokerage accounts, and retirement accounts of the most recent three-months.   And if your Medicaid program requires a look-back period, you need to provide all financial statements during the time.
Income Documents Prepare social security benefit verification letter and income verification letter including all the streams of your income such as earned income, business income, interest income, dividend income, rental income, capital gains, and royalties.   Income from all sources should be truthfully disclosed for the asset evaluation. If you are married, you should provide your spouse’s income as well for Aged, Blind and Disabled Medicaid application or eligibility check of Minimum Monthly Maintenance Needs Allowance (MMMNA).
Real Estate Provide your property deeds of land and house
Insurance Polices Provide your life insurances, long-term care insurances, disability policies if you have. Please kindly note that life insurance must have both face value and cash value on it for evaluation purposes.
Health Insurance Cards Provide your health insurance cards such as private health insurance, Medicare, and Medigap.
Veterans Affairs Record Provide your veterans affair record such as veterans affairs benefits letter, medical and health records, separation documents, official military personnel file, etc.
Funeral Trust Documents Provide revocable or irrevocable funeral trust if you have.
Utility Expenses Prepare your utility expense such as water bills, electricity bills, gas bills, garbage bills, internet bills, etc.
Medical Expense Documents Prepare all the paid and unpaid medical bills incurred by you or your blood-related family member.
Debts Prepare all the legitimate debts from both you and your spouses such as mortgages, loans, credit cards, taxes, and rents.