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LONG TERM CARE PLANNING
The below checklist of items will help you gather the needed documentation for your consult with the attorney
Medicaid/VA Planning Documentation
Written documentation is required when applying for public benefits such as Medicaid or VA benefits. It is the client's responsibility to provide the required documentation. Failure to provide the necessary documentation to our firm and/or DCF will jeopardize eligibility determination and result in unnecessary delays or denials.
Documentation Needed
All of the following documents are required for Sawyer & Sawyer, P.A. to begin the benefits planning.
OPEN accounts:
The last twelve (12) months of statements for all open financial accounts, i.e. checking, savings, money markets, investment accounts, mutual funds, etc.
NOTE: Always provide every numbered page for any statement
CLOSED accounts:
Final closing statement with zero balance;
Statement prior to account closing;
Statement from deposit account showing deposit of closed account proceeds
NOTE: Always provide every numbered page for any statement.
Annuities:
Copy of the original annuity document;
Statement showing the
current
value at the present time;
The last twelve (12) months of statements;
The year-end statement from the previous year
NOTE: Always provide every numbered page for any statement.
IRA's:
IRA statement from December 31st of the
previous year
showing the end of year value;
Statement showing the
current
value at the present time;
The last twelve (12) months of statements;
We may need a complete copy of the original IRA document
NOTE: Always provide every numbered page for any statement.
CD's:
Statement of current value;
Last issued statement;
Maturation date;
Stocks:
Certificates;
Most recent dividend statement;
Current year documentation showing ownership and number of shares
Bonds/T-Bills:
Copies of the original documents, bonds, etc.;
Most recent dividend/income statement;
Current year documentation showing ownership and current value
Savings Bonds:
Copies of the bonds
Life Insurance Policies:
Current year statement from the company showing:
Name of owner;
Name of the insured;
Beneficiary name;
Face value, cash value and death benefit
Income:
Current year documentation direct from each income source for applicant or spouse. Documentation must show current year
monthly
gross
income and any deductions.
Per DCF standards, bank statements and IRS 1099 forms are not sufficient documentation. Income documentation must come directly from the source of income.
Long-Term Care Policies:
Complete copy of any long term care policies for applicant and/or spouse and current year payment statements.
Medicare Supplemental or Health Insurance Policies:
Medicare supplemental or health insurance policy premium statements for both applicant and spouse showing the current premium amounts.
Funeral/Burial/Cremation Contracts:
Complete, good quality copies of all funeral/burial/cremation contracts for applicant and spouse;
Irrevocable statement for each contract;
Cemetery plot deeds and ownership documentation
Homestead:
Copy of deed/title to homestead/residence;
Current homeowner's insurance policy premium declaration page;
Current statement of association fees, if any;
Mortgage statement showing monthly payment and balance owed.
Other Real Property:
Copy of deed/title to properties;
If rented, copy of lease/rental agreement;
Current property insurance policy premium declaration page;
Current statement of association fees, if any;
Mortgage statement showing monthly payment and balance owed for homestead
Mortgages/Loans/Promissory Notes Made by Applicant or Spouse:
Documentation of any mortgage, loan, and/or promissory note owed
to
applicant or spouse.
Identification (Both applicant and spouse):
Social Security Card;
Medicare Card;
Medicare Supplemental or Health Insurance Card;
Driver's License or Photo ID;
Alien Registration Card/Naturalization Paper;
Birth Certificate or Passport;
Marriage License;
Military discharge papers or DD214
Vehicles:
Copy of registrations or title(s) issued for cars, mobile homes, boats, trailers, trucks, vans, recreational vehicles, or other vehicles registered to applicant/spouse.
Estate Planning Documents:
Copies of current Will, Trust, Power of Attorney, and other Estate Planning Documents for applicant and spouse.
I understand that it is my responsibility to disclose correct and complete information about all of the applicant’s circumstances that relate to eligibility for Medicaid or VA benefits. I hereby attest that the information I have supplied is complete and accurate to the best of my knowledge. I realize that any changes in the applicant’s circumstances that might affect Medicaid or VA benefit eligibility must be reported as soon possible.
Agree
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Home
About
Our Firm
Our Team
Testimonials
Practice Areas
Advance Directive & Living Will
Young Adult Estate Planning
Durable Power of Attorney
Estate Planning
Estate Settlement
Guardianship
HIPAA Release
Living Trust
Long Term Care Planning
Revocable Trust
Sawyer Support
Supplemental Needs Planning
Trust Administration
Wills
Blog
Pay Bill
General Payment
Trust Payment
Contact Us
Call Today: (407) 909-1900