Resources & Checklist

Checklist of information needed prior to appointment:

When it comes to Medicaid Planning, time is crucial, and you want to start your benefits as soon as possible. Before visiting our office for your appointment, it is imperative that you complete the below checklist to ensure that we obtain all pertinent information. Having this checklist completed will allow us to quickly and efficiently proceed with your Medicaid Planning. We will work with you to gather all of the information you need.

  • Picture I.D.
  • Birth Certificate/Passport/Naturalization Papers
  • Marriage Certificate
  • Social Security Card and Yearly Award Letter
  • Vehicle Registration
  • Checking Account Statement for the last six months, all pages
  • Savings Account Statement for the last six months, all pages
  • Money Market Savings Account Statements
  • Certificate of Deposit Statements (C.D.)
  • Stock Statements or Certificates
  • Bonds Statements
  • Annuities
  • Mutual Funds Statements (Brokerage Account)
  • IRA, 401K, 403B Statements
  • Gross monthly pension statements
  • Notes and mortgages that you receive payment for
  • Deed to Residence, Property Tax Bill, Association Dues
  • Homeowners Insurance, Utility Bills, Mortgage Payments
  • Deed to other Real Property
  • Medicare Card
  • Medicare Supplement Insurance Card and Monthly Cost
  • Pre-Paid Funeral
  • Power of Attorney
  • Will/Trust
  • Life Insurance – Current Face and Cash Value

Download the Information Sheet for Alleged Incapacitated Person/Ward

ARE YOU PREPARED IN THE EVENT OF A LONG TERM ILLNESS OR DISABILITY?

Find out if your Durable Power of Attorney allows you to apply for Medicaid

GUARDIAN INFORMATION SHEET (for alleged Incapacitated Person/Ward)