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ELDER LAW CENTER
LIST OF VERIFICATIONS NEEDED
FOR MEDICAID APPLICATION
(781)233-4444
1. Copy of birth certificate;
2. Copy of marriage certificate (if currently married);
3. Copy of Naturalization papers, if applicable;
4. Copies of life insurance policies and statements verifying cash surrender values. You should contact the insurance company and request the cash surrender value and a transfer of ownership form. You should also request a form to surrender the policy. Because the cash surrender value is counted as an asset, we frequently transfer the policy to a funeral home as part of a prepaid funeral, or in certain circumstances recommend cashing the policy in. It helps to request all of these forms at one time;
5. Copies of any real estate deeds;
6. Copy of most recent property tax bill and mortgage bill, if any;
7. Copies of any trusts;
8. Copies of bank account, stock, bond, IRA and annuity statements going back at least 24 months, they may ask for up to 60 months;
9. Explanation of any deposits or withdrawals of $1,000 or more;
10. Copy of Social Security card and check, bank statement or other statement showing current Social Security benefit for applicant (and spouse);
11. Copies of the front and back of all health insurance cards including Medicare and any supplemental policies AND a copy of the most recent premium invoice;
12. If applicant rents, a copy of most recent rent receipt;
13. Copy of homeowners/renters insurance;
14. Copy of monthly income checks, or statement from income sources (Social Security, pensions, etc.) to verify gross income and monthly deductions;
15. Listing of all contents of safe deposit box;
16. Copy of automobile registration;
17. Copy of burial/funeral arrangements, if any;
18. Copies of income tax returns for last two years, if any