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