Medicaid Benefits for Custodial Nursing Home Care: Documents Required to Apply

Florida Medicaid requires a large amount of documentation to determine whether an applicant will be approved for long-term care nursing home benefits.  If the Medicaid applicant is married, the documentation is required for both the Medicaid applicant and the Medicaid applicant's spouse. If you are downsizing your home or if you are an adult child helping to organize your parents, these items should be preserved!

• Social security card, Medicare card, and Supplemental or Medicare HMO card.

• Supplemental Health Insurance Premium Statement: If there is a community spouse, the premium statements must reflect how much is being paid by the applicant and how much is being paid by the spouse.

• "TPQY" letter obtained from Social Security Administration to verify amount of applicant's social security income.

• Verification of birth dates. A birth certificate is best. If that is not available, written verification may be obtained by request from the Social Security Administration.

• Verification of pension income. This must be verified from the source. Check stubs are not sufficient. A letter must be furnished directly from the pension income provider verifying gross and net income, and any anticipated changes.

• Verification of gross monthly income from any other source. Furnish letters directly from the providers. 

• Copies of insurance policies and insurance cards. Life, accident, health (including supplemental or Medicare HMO). If there is a life insurance policy, provide information from company verifying cash surrender value, if any.

• Proof of citizenship. Needed only if the applicant was born outside the U.S.

• Copies of guardianship or power of attorney papers.

• Car registration or title.

• Copy of deed for any property owned, including homestead. 

• For any real property sold/transferred in the last three years: (a) Copies of all transactional papers. (b) Two verifications of fair market value, which may be an appraisal or a letter from a realtor. (c) Property tax bill reflecting property's value at time of sale. 

• Copy of most recent property tax bill for all property, including homestead. 

• Funeral arrangements. Copies of any purchase or agreements or any prepaid funeral contracts, cemetery or mausoleum plots, etc. All contracts must be irrevocable. 

• Verification of active savings accounts, checking accounts, CD's, stocks, bank accounts, annuities, etc. Statements are needed for the past 36 months. Statements are needed for all accounts that have been opened or closed in the last 36 months.  If assets are in a trust, statements are needed for the past five years.  

• Copies of all checks written in excess of $500 for the past 36 months.

• Automobile insurance policy.

• If applicant is a veteran: VA discharge papers, and copies of marriage certificates for all marriages.

• Copy of qualified income trust, if applicable.

• Copy of personal services contract, if applicable.