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ELDER LAW

Items to Gather Prior to Application for Medical Assistance (Medicaid)

Bring the following to your attorney and/or Social Services, as applicable to your situation:
 

Proof of Income

Proof of Identity

Proof of Expenses

Paystubs (past year)

Social Security Card

Utilities bills

Tax Returns (federal and state for the past 3 years)

Birth or Baptismal Certificates

Rent/Mortgage Receipts for payment

Unemployment Benefits

Driver's License/State ID Card

Amount of Shared Expenses
(i.e. with a child, friend or sibling)*

Union/Strike Benefits

Alien Registration

Child or Adult Dependent Care expenses*

Child Support/Alimony

Marriage License/Divorce Decree

Property Taxes & Homeowner's Insurance

Social Security Benefits

Medicare Card

Medical Bills

SSI/SSDI Benefits

   

Veteran's Benefits

Proof of Assets

Other Proofs

Pension Benefits

Bank Account Statements (past 3 years)

Disability/Incapacitation

Loans/Credit Lines/Credit Cards

CDs - Certificate & statement

Application for Other Benefits

Military Allotments

IRAs, Keoghs - statement

Proof of who lives with you and how long they have lived with you

Payments from Others for Expenses*

Stocks, Bonds, Mutual Funds

Type of Housing if subsidized

Contributions Received*

Dividends, Interest Received

 

From Roomers or Boarders*

Life and Health Insurance policies and statements

Other Items to Bring to Attorney

Rental/Mortgage Income

Car/Vehicle Loans

Wills

Self Employment Records

Auto Titles & Values (NADA)

Trusts

Workman's Compensation

Assets Transferred (past 3 years; past 5 years if transferred to a trust)

Powers of Attorney/Advance Directives/Living Wills

 

Deed to Real Property; Tax assessment or appraisal

 

*Must include name, address, and telephone number of the person making or receiving payment.

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Offering Premier Services in Estate Planning and Administration, Elder Law, Real Estate and Business Planning.

The Tim Barkley Law Offices
P.O. Box 1136
Mount Airy, Maryland 21771
(301) 829-3778

tbarkley@barkleylaw.com