Applying for Medicaid benefits can seem like an overwhelming task. However with some simple preparation, The Long Island office of The Law Office of Melissa L. Carvajal, P.C. can successfully complete the application process.
Applicants are responsible for providing an explanation for and documentation of every financial transaction of $2000 or more. This will include copies of cancelled checks, bills, receipts and copies of deposits and withdrawal slips.
In order to be best prepared, there are several documents that you can gather (for both the applicant and spouse):
* social security cards
* Medicare cards
* private health insurance card
* evidence of monthly health insurance premiums paid
* original birth certificate
* passport
* proof of date of birth
* marriage certificate
* death certificate of spouse (if applicable)
* social security award letter
* pension benefit statement for current year
* deed to home (New York & other states)
* tax bill for current year
* any lease agreements
* last FIVE years of bank statements from all accounts including savings and checking
* last five years of Federal Income Tax returns
* information regarding life insurance policies including cash surrender value
