Medicaid Application Checklist Form

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MEDICAID APPLICATION CHECKLIST
Date: ____________________________
Resident Name: _____________________________________________
Effective Date: _____________________
Please bring in copies of the following information with the Medicaid Application.
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_____ All Insurance Cards – Applicant and Spouse (Medicare, Blue Cross/Blue Shield, Harvard, etc.)
_____ Social Security Card
_____ Birth Certificates
_____ Home Address
_____ Deed
_____ Rental Contract
_____ Utilities Expenses
_____ Income Verification (Social Security check, Pension, Trust, Annuities, etc.)
_____ Tax Returns (three years)
_____ Bank Statements for all accounts (three years)
_____ Life Insurance Policy
_____ Trust
_____ Burial Accounts and Contracts
_____ Motor Vehicles (fair market value, amount owed, etc.)
_____ Stocks/Bonds/Annuities
_____ Signed MassHealth Permission to Share Information Form
_____ Signed MassHealth Eligibility Representative Designation Form
_____ Other: _______________________________________________________________________
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Please contact Sophia Booz at (978) 443-9000 x209 BEFORE mailing your application.
Admin\medicaidappcklist
Rev: 09/2003

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