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Applying for Medicaid & Document Definitions..

US Passport

A United States passport, is a passport issued to citizens and non-citizen nationals of the United States of America. Passports are issued exclusively by the U.S. Department of State. By law, a valid unexpired U.S. passport is proof of U.S. citizenship. US passports and certificates of naturalization both equally prove United States citizenship. US passport and naturalization papers can be used as proof of citizenship for the Medicaid documents. If you have further questions regarding US citizenship in regards to Medicaid requirements, and what other documents may be used for proof of citizenship contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

US Naturalization Papers

United States Naturalization is the attainment of US citizenship by someone who was not a citizen of the United States. In general, basic requirements for naturalization are that the applicant hold a legal status as a full-time resident for a minimum period of time and that he/ she abides by the country laws. US Naturalization Papers can be used as proof of citizenship for the Medicaid application. If you have further questions regarding US Naturalization Papers and the Medicaid application process, please feel free to contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Birth Certificate

A birth certificate is an official document issued to record a person’s birth. The birth certificate includes identifying information such as name, gender, date of birth, place of birth, and parentage. If your birth certificate is lost, Senior Planning Services can assist you in obtaining a copy from Vital Statistics for your Medicaid paperwork. Contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Driver’s License

In the United States, drivers are normally required to obtain a license from their state of residence in order to to operate a vehicle. Driver’s licenses are issued by each individual state. All states recognize each other’s licenses for temporary visitors subject to normal age requirements. A state may also suspend an individual’s driving privilege within its borders for traffic violations. Many states share a common system of license classes. Drivers licenses can also be used as a picture I.d. If you have further questions regarding a driver’s license and the Medicaid application process, please feel free to contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Marriage Certificate

A marriage certificate is an official document that provides proof that two people are married. The certificate is issued by a government official. If your Marriage Certificate is lost, Senior Planning Services can assist you in obtaining a copy from Vital Statistics for your Medicaid paperwork. Contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Checking Account Statements

Your monthly checking account statement, is a document that gives you a detailed review of the activity in your checking account for a specific period of time. For Medicaid purposes you will need to obtain the last 60 months of statements prior to the individual applying for Medicaid. For help with this Medicaid process, contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Savings Account Statements

Your monthly savings account statement, is a document that gives you a detailed review of the activity in your savings account for a specific period of time. For Medicaid purposes you will need to obtain the last 60 months of statements prior to the individual applying for Medicaid. For help with this Medicaid process, contact Senior Planning Services at.855.S.PLANNING or (1.855.775.2664).

Burial Plot Information

A burial plot is piece of property purchased within a cemetery for a burial. If you have previously purchased a burial plot, Medicaid needs to see a copy of the statement showing proof of the purchase. For assistance with a burial plot in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Prepaid Funeral Contracts

A prepaid funeral is goods and services purchased for a funeral on a prepaid basis. For assistance with a prepaid funeral in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Divorce Decree

A Divorce Decree is an official document establishing the annulment of a marriage. If you have further questions about a divorce decree in regards to the Medicaid Application, or have lost yours and need assistance obtaining another one, contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Separation papers

A legal separation is an agreement for both spouses to live separately, however it does not absolve a marriage. Generally, a court orders responsibilities and guidelines that both spouses must follow. If you have further questions regarding legal separation papers in regards to the Medicaid Application. Contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Spouses Death Certificate

A death certificate is an official document issued to record a person’s death. The death certificate generally includes name, location and reason for death of an individual. A copy of a spouse’s death certificate is requested for the Medicaid application. If your spouse’s death certificate is lost Senior Planning Services can assist you in obtaining a copy from Vital Statistics for your Medicaid paperwork. Contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Money Market

A money market account, is a savings account that many banks offer. These savings accounts build interest based on a percentage of the funds. For assistance with the Medicaid spend-down and the liquidation of your money market savings account, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Mortgage

A mortgage is a loan that is taken out as collateral against a property. The loan has an added interest fee in addition to the original loan amount, and is paid by installments over a period of time. For assistance with your Mortgage in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Certificate of Deposit

A Certificate of Deposit is a certificate issued by a bank that provides proof that an individual deposited funds for a specified amount of time. The finds will accrue interest while being held in a CD. For assistance with the Medicaid spend-down and the liquidation of CD’s, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Life Insurance Policy with cash value

Many life insurance policies have fixed premiums, death benefit and cash value reserves. These policies are referred to as whole life policies and must be liquidated to be eligible for Medicaid. There is an exception, If the policies face values is less than $1500.00 the policy may remain active and will not impede Medicaid eligibility. For assistance with the Medicaid spend-down and the liquidation of Life Insurance policies, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Social Security Awards letter

A Social Security awards letter is an official letter from the Social Security office with a breakdown of your social security income and benefits, For assistance with your social security in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Pension Statement

A pension is a consistent payment made to an individual during retirement. The payment is generally from an investment fund in which the individual or their employer contributed to during their working years. For assistance with your pension in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Hud 1

A standard form used by a lender or closing agent that itemizes all charges and fees to the borrower in a real estate transaction. For assistance with a HUD-1 in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Deed

A deed is an official legal document attesting to the ownership of property. For questions about deed transfers for Medicaid purposes, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Special Needs Trust

A Special Needs Trust is a trust set up for individuals who are physically or Mentally disabled. Special Needs Trust are exempt from the Medicaid spend-down process. For questions about Special Needs Trust in conjunction with Medicaid. Contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

VA Award Letter

A VA award letter is an official letter from the VA office with a breakdown of an individuals VA benefits, For assistance with your VA awards letter in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Railroad Retirement Awards Letter

A Railroad Retirement Awards Letter is an official letter from the Railroad Retirement office with a breakdown of your benefits, For assistance with your Railroad Retirement awards letter in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Medicare Card

A Medicare card provides proof that an individual is enrolled in the Medicare Insurance program. It also identifies the individual’s Medicare number, which is submitted to Medicare when the individual receives treatment from a medical professional. For assistance with your Medicare requirements in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Social Security Card

A Social Security card identifies the individual’s Social Security number. For assistance with your Social Security card in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Annuities

An annuity is an investment contract that the funds will provide income in increments over a certain period of time. Many times it’s a fixed payment until the individual passes or until the final date on the policy. For assistance with the Medicaid spend-down and the liquidation of annuities, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Stocks or Bonds

Stocks or bonds are investments that carry ownership in a corporation or government institution. For assistance with the Medicaid spend-down and the liquidation of stocks or bond, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

POA

A power of attorney is a legal document in which one individual gives the rights to another to act as an agent on their behalf. This may be used for financial or health matters. For assistance with a Power of Attorney in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Guardianship

A guardian is someone who is legally responsible for the care and well-being of an individual who is incompetent or a minor. For assistance with a guardianship in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Alien Registration Card

A alien registration card is a picture ID establishing permanent residency to foreigners in the United States also referred to as a green card. For assistance with your alien registration card in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

Credit Union Accounts

Credit Union Accounts are savings or checking accounts held with a Credit Union. for assistance with the Medicaid spend-down and the liquidation of stocks or bond, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

 

 

  • US Passport

    A United States passport, is a passport issued to citizens and non-citizen nationals of the United States of America. Passports are issued exclusively by the U.S. Department of State. By law, a valid unexpired U.S. passport is proof of U.S. citizenship. US passports and certificates of naturalization both equally prove United States citizenship. US passport and naturalization papers can be used as proof of citizenship for the Medicaid application. If you have further questions regarding US citizenship in regards to the Medicaid application, and what other documents may be used for proof of citizenship contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • US Naturalization Papers

    United States Naturalization is the attainment of US citizenship by someone who was not a citizen of the United States. In general, basic requirements for naturalization are that the applicant hold a legal status as a full-time resident for a minimum period of time and that he/ she abides by the country laws. US Naturalization Papers can be used as proof of citizenship for the Medicaid application. If you have further questions regarding US Naturalization Papers and the Medicaid application process, please feel free to contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Birth Certificate

    A birth certificate is an official document issued to record a person's birth. The birth certificate includes identifying information such as name, gender, date of birth, place of birth, and parentage. If your birth certificate is lost, Senior Planning Services can assist you in obtaining a copy from Vital Statistics. Contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Drivers License

    In the United States, drivers are normally required to obtain a license from their state of residence in order to to operate a vehicle. Driver's licenses are issued by each individual state. All states recognize each other's licenses for temporary visitors subject to normal age requirements. A state may also suspend an individual's driving privilege within its borders for traffic violations. Many states share a common system of license classes. Drivers licenses can also be used as a picture I.d. If you have further questions regarding a drivers license and the Medicaid application process, please feel free to contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Marriage Certificate

    A marriage certificate is an official document that provides proof that two people are married. The certificate is issued by a government official. If your Marriage Certificate is lost, Senior Planning Services can assist you in obtaining a copy from Vital Statistics. Contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Checking Account Statements

    Your monthly checking account statement, is a document that gives you a detailed review of the activity in your checking account for a specific period of time. For Medicaid purposes you will need to obtain the last 60 months of statements prior to the individual applying for Medicaid. For help with this process, contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Savings Account Statements

    Your monthly savings account statement, is a document that gives you a detailed review of the activity in your savings account for a specific period of time. For Medicaid purposes you will need to obtain the last 60 months of statements prior to the individual applying for Medicaid. For help with this process, contact Senior Planning Services at.855.S.PLANNING or (1.855.775.2664).

  • Burial Plot Information

    A burial plot is piece of property purchased within a cemetery for a burial. If you have previously purchased a burial plot, Medicaid needs to see a copy of the statement showing proof of the purchase. For assistance with a burial plot in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Prepaid Funeral Contracts

    A prepaid funeral is goods and services purchased for a funeral on a prepaid basis. For assistance with a prepaid funeral in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Divorce Decree

    A Divorce Decree is an official document establishing the annulment of a marriage. If you have further questions about a divorce decree in regards to the Medicaid Application, or have lost yours and need assistance obtaining another one, contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Separation papers

    A legal separation is an agreement for both spouses to live separately, however it does not absolve a marriage. Generally, a court orders responsibilities and guidelines that both spouses must follow. If you have further questions regarding legal separation papers in regards to the Medicaid Application. Contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Spouses Death Certificate

    A death certificate is an official document issued to record a person's death. The death certificate generally includes name, location and reason for death of an individual. A copy of a spouses death certificate is requested for the Medicaid application. If your spouses death certificate is lost Senior Planning Services can assist you in obtaining a copy from Vital Statistics. Contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Money Market

    A money market account, is a savings account that many banks offer. These savings accounts build interest based on a percentage of the funds. For assistance with the Medicaid spend-down and the liquidation of your money market savings account, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Mortgage

    A mortgage is a loan that is taken out as collateral against a property. The loan has an added interest fee in addition to the original loan amount, and is paid by installments over a period of time. For assistance with your Mortgage in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Certificate of Deposit

    A Certificate of Deposit is a certificate issued by a bank that provides proof that an individual deposited funds for a specified amount of time. The finds will accrue interest while being held in a CD. For assistance with the Medicaid spend-down and the liquidation of CD's, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Life Insurance Policy with cash value

    Many life insurance policies have fixed premiums, death benefit and cash value reserves. These policies are referred to as whole life policies and must be liquidated to be eligible for Medicaid. There is an exception, If the policies face values is less than $1500.00 the policy may remain active and will not impede Medicaid eligibility. For assistance with the Medicaid spend-down and the liquidation of Life Insurance policies, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Social Security Awards letter

    A Social Security awards letter is an official letter from the Social Security office with a breakdown of your social security income and benefits, For assistance with your social security in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Pension Statement

    A pension is a consistent payment made to an individual during retirement. The payment is generally from an investment fund in which the individual or their employer contributed to during their working years. For assistance with your pension in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Hud 1

    A standard form used by a lender or closing agent that itemizes all charges and fees to the borrower in a real estate transaction. For assistance with a HUD-1 in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Deed

    A deed is an official legal document attesting to the ownership of property. For questions about deed transfers for Medicaid purposes, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Special Needs Trust

    A Special Needs Trust is a trust set up for individuals who are physically or Mentally disabled. Special Needs Trust are exempt from the Medicaid spend-down process. For questions about Special Needs Trust in conjunction with Medicaid. Contact Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • VA Award Letter

    A VA award letter is an official letter from the VA office with a breakdown of an individuals VA benefits, For assistance with your VA awards letter in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Railroad Retirement Awards Letter

    A Railroad Retirement Awards Letter is an official letter from the Railroad Retirement office with a breakdown of your benefits, For assistance with your Railroad Retirement awards letter in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Medicare Card

    A Medicare card provides proof that an individual is enrolled in the Medicare Insurance program. It also identifies the individuals Medicare number which is submitted to Medicare when the individual receives treatment from a medical professional. For assistance with your Medicare card in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Social Security Card

    A Social Security card identifies the individuals Social Security number. For assistance with your Social Security card in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Annuities

    An annuity is an investment contract that the funds will provide income in increments over a certain period of time. Many times its a fixed payment until the individual passes or until the final date on the policy. For assistance with the Medicaid spend-down and the liquidation of annuities, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Stocks or Bonds

    Stocks or bonds are investments that carry ownership in a corporation or government institution. For assistance with the Medicaid spend-down and the liquidation of stocks or bond, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • POA

    A power of attorney is a legal document in which one individual gives the rights to another to act as an agent on their behalf. This may be used for financial or health matters. For assistance with a Power of Attorney in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Guardianship

    A guardian is someone who is legally responsible for the care and well-being of an individual who is incompetent or a minor. For assistance with a guardianship in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Alien Registration Card

    A alien registration card is a picture ID establishing permanent residency to foreigners in the United States also referred to as a green card. For assistance with your alien registration card in conjunction with Medicaid, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).

  • Credit Union Accounts

    Credit Union Accounts are savings or checking accounts held with a Credit Union. for assistance with the Medicaid spend-down and the liquidation of stocks or bond, reach out to Senior Planning Services at 1.855.S.PLANNING or (1.855.775.2664).