Medicaid Documentation

Medicaid is an entitlement—but you have to prove your eligibility. When it comes to that proof, paper documentation is your friend. Lack of documentation can stall or even preclude benefits all together.

How far back do we have provide documentation?

We need financial records for the last 5 years. Medicaid has a right to ask about any accounts and assets you've had during the look-back and ask what you did with them to determine whether you made any gifts.

Married Couple Documentation

Married couples need to provide these documents for each spouse:
  1. Social Security Card
  2. Birth certificate (or, if born outside the United States, naturalization papers)
  3. Photo identification card (Examples: driver's license, Ohio identification card, RTA pass)
  4. Current address of each spouse
  5. Medicare card Medical insurance card (copy both the front and back of the card),
  6. Proof of medical insurance premium (copy of premium notice, if paid by automatic withdrawal, copy of bank statement, if deducted from Social Security or pension, copy of annual statement)
  7. Marriage certificate
  8. Documentation of service in the United States Armed Forces (Certificate of Honorable Discharge, identification card, etc.), dates of service, location of service (if known)
  9. Deeds to all real estate owned by applicant and/or spouse
  10. Proof of rent, mortgage, real estate taxes, homeowner' s insurance (or renter's insurance)
  11. Recent statement for each utility (electricity, gas, water, sewer, phone)
  12. Documentation of all financial resources, including copies of all bank account statements and investment accounts for the past five years.
  13. Proof of all income, including Social Security and retirement pensions (copy of check or check stub, bank account statement if direct deposit, annual benefit statement, etc.)
  14. Title to automobiles and other vehicles (including boats, motorcycles)
  15. Life insurance - policy, proof of face value (death benefit), if whole life, proof of cash surrender value (if over $1,500 total death benefit per spouse)
  16. Prepaid irrevocable burial contract (or estimate)
  17. Proof of burial plot ownership (or estimate)
  18. Income tax returns for the last three years
  19. Power of attorney, if applicable
  20. Documentation of monthly expenses (i.e., medical care, loans, utilities, etc.)
  21. Documentation of any unpaid medical bills and any other outstanding debt of either spouse
  22. Estimates for required repairs to family home
  23. Date of move to nursing home, hospital or facility and details
  24. Dates and amounts of any gifts or transfers in the last 5 years
  25. Proof of Disability

Single Applicant Documentation

Single applicants need to provide these documents:
  1. Social Security Card
  2. Birth certificate (or, if born outside the United States, naturalization papers)
  3. Photo identification card (Examples: driver's license, Ohio identification card, RTA pass)
  4. Current address
  5. Medicare card Medical insurance card (copy both the front and back of the card),
  6. Proof of medical insurance premium (copy of premium notice, if paid by automatic withdrawal, copy of bank statement, if deducted from Social Security or pension, copy of annual statement)
  7. Documentation of service in the United States Armed Forces (Certificate of Honorable Discharge, identification card, etc.), dates of service, location of service (if known)
  8. Deed(s) to all real estate owned by applicant
  9. Documentation of all financial resources, including copies of all bank account statements and investment accounts for the past five years.
  10. Proof of all income, including Social Security and retirement pensions (copy of check or check stub, bank account statement if direct deposit, annual benefit statement, etc.)
  11. Title to automobiles and other vehicles (including boats, motorcycles)
  12. Life insurance - policy, proof of face value (death benefit), if whole life, proof of cash surrender value (if over $1,500 total death benefit)
  13. Prepaid irrevocable burial contract (or estimate)
  14. Proof of burial plot ownership (or estimate)
  15. Income tax returns for the last three years
  16. Power of attorney, if applicable
  17. Documentation of any unpaid medical bills, any outstanding debt of either spouse
  18. Date of move to nursing home, hospital or facility and details
  19. Dates and amounts of any gifts or transfers in the last 5 years
  20. Proof of Disability