As a Medi-CAL and Elder Law Law Firm, our Medi-CAL Attorneys and staff see adult children every week come into our office and want to get help with Medi-CAL qualifications. And many times their parents do not have the documents required to even apply for Medi-CAL. Most importantly is their proof of citizenship. This means either their birth certificate showing they were born in the USA , a VALID Green Card or Certificate of Naturalization. Also they need A VALID State ID… it can be drivers license or state ID. I am amazed at how many people do not keep their ID valid after they can not drive anymore. This is critical!!!
This is a check list of documents that they may need (depends on assets):
- Copies of MOST CURRENT Bank Statements and last four (4) months of statements:
- For all OPEN accounts, including checking, savings, certificate, etc.
- Copies of MOST CURRENT Stock Broker Statements and last four (4) months of statements:
- For all OPEN accounts
- Last check stub or annual statement for Applicant and Spouse from: Social Security, Veterans Administration, Civil Service, Pension
- Life Insurance Policies for Applicant and Spouse and statements showing ‘cash surrender values’ for each policy (term policies are exempt, but still need Statement)
- Long Term Care Policy for Applicant and Spouse
- Supplemental Health Insurance Policy and Card and recent Bill for Premium
- Annuity Policies for Applicant and Spouse and statement showing current value and distribution amount, if annuitized
- Stock Certificates, Bonds, CDs, US Government Treasury Bonds, Municipal, Individual Retirement Accounts (IRAs), or any other deferred comp plans, for Applicant and Spouse showing gross and net payments
- Copy of any special burial bank account for Applicant and Spouse
- Copy of any prepaid burial or cremation contract for Applicant and Spouse
- Copy of Cemetery Plot Deed for Applicant and Spouse
- Copy of Deed to primary residence and last real estate Tax Bill and Homeowner’s Policy Premium.
- Copy of Deed to any other real property in Applicant’s name, in Spouses name, or joint names of Applicant or Spouse with any other person along with tax bill
- Copy of any title(s) issued by Department of Motor Vehicles: i.e. auto, mobile home, boat, trailer, truck, van, recreational vehicle, or other registered to Applicant or Spouse
- Birth Certificate or other proof of citizenship (naturalization papers, or Passport) for Applicant and Spouse
- Copy of Marriage License, if currently married
- Social Security card(s), Medicare Card(s), and supplemental insurance card(s) for Applicant and Spouse
- Valid Driver’s License of applicant and spouse
- Current Nursing Home Record of Admissions Sheet( showing Date of Admission) Address and Phone number of Skilled Nursing Facility
- Current Will, Trust, Power of Attorney, or Other Estate Planning Document for Applicant and Spouse
We are happy to help you plan for Medi-CAL Approval and help move the excess assets so you will be approved.
Call for free consultation (818)241-4238 or go to www.la-lawcenter.com