Planning for Your Upcoming Appointment

Information and Items needed for Medicaid Planning

  • Identification (License, SS card, Birth Certificate, Medicare Card)
  • Current banking and securities statements (to estimate assets such as checking/savings, annuities, IRAs, etc.)
  • List of incomes (retirement, pension, SS, etc.)
  • Most recent Social Security award letter
  • Current bill statements for property taxes, mortgage, HOA fees
  • DD-214 discharge papers (VA only)
  • Physician information for the applicant
  • Estate documents