Medicaid: What documents will I need?
When you or your
loved one apply for Medicaid, you will need to provide proof of your
(or loved one’s) identity and citizenship (birth certificate or
passport), proof of address (lease, cancelled rent checks, utility
bills), proof of income (letter from Social Security, pay stubs,
retirement benefits), proof of your assets (bank statements, financial
statements, bank books), proof of living expenses (rent, utility
bills, etc.) as well as copies of medical bills.
When I apply for
Medicaid, will they pay me or the nursing home?
Medicaid pays the
nursing home directly. For the portion of the bills that you will
need to pay, Medicaid may collect directly from you or from a
surrogate, usually a relative who handles your personal finances. In
many cases, Medicaid will also arrange for your Social Security checks
to be sent directly to the nursing home. The nursing home must keep
your personal needs allowance in a special account for you.
Because the rules
governing the Medicaid program are often complicated and change
frequently, nursing home social workers and personnel are not always
up-to-date with the latest requirements of the Medicaid law. Even
state officials may not always be up-to-date on the most recent
changes in the Medicaid law or regulations. So, if you or your family
member has been told that you are ineligible for Medicaid by a nursing
home administrator or other personnel because you have set up a trust
or transferred assets, you should probably seek the opinion of another
person knowledgeable about Medicaid or a Medicaid lawyer.