Documents Needed for Medicaid Application

 
 
 
1.
Birth certificate, marriage license and citizenship/naturalization papers
       
 
2.
Social Security Card
       
 
3.
Medicare Card
       
 
4.
Health insurance card (example, Blue Cross)
       
 
5.
Life insurance policy(ies)
       
 
6.
Burial plot information
       
 
7.
Irrevocable Funeral Agreement or any agreement with a funeral director, Burial Trust or Burial Space information
       
 
8.
Most recent payment stub for health insurance. If health insurance is a part of a pension benefit, let us know the name of the company responsible for the premium
       
 
9.
Copy of bank statements for all accounts for last six months
       
 
10.
Information regarding other assets, including stocks, bonds, Certificates of Deposit, Money Market, IRA's, property other than your home, etc.
       
 
11.
Proof of Social Security benefits, Pensions, VA Benefits or other income. Pursuant to Family Independence Agency policy, bank statements are not proof of current income. Acceptable verifications include check stubs, award letters, or statements from the responsible agency. Verification must be for the current year, not from previous years.
       
 
12.
Shelter costs (i.e. rent receipts, utility bills, real estate taxes and home insurance)
       
 
13.
Other information: _______________________________________________
______________________________________________________________
______________________________________________________________

© 2004, Law Office of David L. McGuffey, LLC

This page last updated:

 
 

This website may be considered an advertisement. If so, Tennessee requires that all attorney advertisements state whether attorneys who specialize have sought and secured certification. In that regard, "Elder Law" is a field where attorneys may be certified as specialists in Tennessee; Mr. McGuffey is Certified as an Elder Law Attorney by the National Elder Law Foundation and as an Elder Law Specialist by the Tennessee Commission on Continuing Legal Education and Specialization. Mr. McGuffey is certified as a Civil Trial Specialist by the Tennessee Commission on Continuing Legal Education and Specialization. The Georgia Bar Association does not currently certify attorneys as specialists.
 

How
Can An
Elder Law Attorney
Help You ?


Life Care Planning

Medicaid Planning for the Elderly and Disabled

Special Needs Trusts

Medicare and Medicaid Appeals

Estate Planning & Probate

Trusts & Estate Administration

Planning for Incapacity

Guardianship and Conservatorship

Social Security Disability

Elder and Family Law Litigation

Medicare and Medicaid Liens