Kenneth Vercammen, Esq is Chair of the ABA Elder Law Committee and presents seminars to attorneys and the public on Wills, Probate and other legal topics related to Estate Planning and Elder law. He is author of the ABA's book "Wills and Estate Administration. Kenneth Vercammen & Associates,
2053 Woodbridge Avenue - Edison, NJ 08817
(732) 572-0500 More information at www.njlaws.com/

Saturday, March 14, 2015

Documents that you will need to bring when making a Medicaid application:


Documents that you will need to bring when making a Medicaid application:
When you apply for Medicaid you will be asked to provide personal papers that will prove who you are, where you live, what you own, how much money you receive each month, where it comes from and how much you spend on living expenses. The following information explains what documents you should bring.
Who are you?
You will be asked to show proof of your identity, age, citizenship and marital status. Please provide one document from each column. Be aware that some documents will give proof for more than one category; a U.S. Passport will prove your identity, age and citizenship:
Identity
US Passport
Driver’s License
State issued I.D.
Voter Registration Card
Work or School I.D.
Clinic / Medical Card
Medicare Card (excludes from citizenship and identity requirements)

Where do you live?
Any of the following documents will provide proof of New Jersey residency:
Age
Citizenship
Marital Status
Marriage License Divorce Decree Death Certificate Separation Papers
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Deeds to any Property Owned Certificates of Deposit Pre-Paid Funeral Arrangements Annuities
IRAs
Other Vehicles (Boat, Trailer, etc.) Mobile Home

Property Tax Statements
All Life Insurance Policies
Trusts or other Holding Instruments 401k / 403b Retirement Accounts Mortgages
Christmas / Vacation Club Accounts Business / Real Estate Partnership Papers

Stocks or Bonds
Deed to Burial Plots Special Needs Trusts Keogh Accounts Automobile Registrations Burial Accounts

Verification 02/13
US Passport
Birth Certificate
Driver’s License Baptismal Certificate
US Passport
Birth Certificate Naturalization Papers Alien Registration Card

Copy of Deed to Home Apartment Lease NJ Driver’s License Rent Receipt Current Utility Bill Statement from Landlord
What do you own?
Many people do not realize how much they own. Ownership is not limited to homes and automobiles. It can include cash values of life insurance policies, trust fund accounts, burial plots and many other things. In order to present the clearest picture of your financial situation, please bring copies of any of the following items:

You will be asked to bring in your recent statements from;
Checking Accounts Savings Accounts Credit Union Shares / Accounts Money Market Accounts
How much do you make?
The next area that you will be asked to provide documentation for is your monthly income. The income can be earned, such as receiving a pay check, or unearned, such as receiving interest from an investment account. Listed below are some examples of documents that can prove how much money you receive each month and its source. If you were required to file federal income tax returns you must bring in copies of those returns with all attached schedules, for the past five years.
NOTE: All applicants must provide their Social Security Card and Medicare Card:
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Most Recent Pay Stubs Support / Alimony Payments Unemployment Check Stub Dividend Checks
Self-Employment Statement
VA Check Stub
SSI Payments
Worker’s Compensation Check Stub
Income Statement from Employer Social Security Check Stub Temporary Disability Check Stub
In addition to the documentation listed in the categories above, please provide any documents that show you have designated a POWER OF ATTORNEY or a THIRD PARTY SIGNATOR who has a signed Authorized Representative form to help you with your finances. You may be asked to provide additional information not listed in this document to ensure that Medicaid has the most complete understanding of your situation as possible.
If you are an individual’s guardian and are applying on his/her behalf, please include all GUARDIANSHIP documentation.