Schedule C - Attach To Form Il-1363 - Pharmaceutical Benefits - 2009 Page 2

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12
List the total amount of the savings and resources owned by you or your spouse. Also include items that
either of you own with another person. If none, place a zero in the space.
a
a
Bank Accounts (checking, savings and certificates of deposit) ....................................
b
Stocks, bonds, savings bonds, mutual funds, individual retirement accounts
b
and similar investments ................................................................................................
c
c
Any other cash at home or elsewhere ..........................................................................
13 a
Do you own life insurance policies with a total face value greater than $1,500?
If “no” for both of you, go to Line 14.
You: yes
no
Spouse (If living together): yes
no
b
If “yes” for either of you, list the amount you would get by cashing in your life insurance
policies. ............................................................................................................................
This is not the face value of your policies. You may need to call your insurance company to help
answer this question.
14
Do you plan to use any of the savings or resources on Lines 12a, 12b, 12c, and 13b to pay for funeral and
burial expenses for yourself or your spouse?
You: yes
no
Spouse (If living together): yes
no
15
Other than your home and the property on which it is located, do you or your spouse own any real estate?
yes
no
16
List the monthly income for each item below. If none, place a zero in the space.
You
Spouse
a Social Security ..........................
per month
b Railroad Retirement .................
per month
c Veterans Administration ...........
per month
d Other pensions and annuities ...
per month
e Other income not listed above ..
per month
17
Have any of the amounts listed in Lines 16a, 16b, 16c, 16d, or 16e decreased in the last two years?
You: yes
no
Spouse (If living together): yes
no
You
Spouse
18a
Do you get Social Security benefits for a disability? .......................... yes
no
yes
no
b
Do you get Social Security benefits because you are blind? ......... yes
no
yes
no
c
If “yes” for either Lines 18a or 18b and you pay for special
transportation, personal attendant services, or adaptive
equipment to work, list how much you pay each month. ..............
Step 3: Sign below.
Under penalties of perjury, I state that I have examined this form and, to the best of my knowledge, it is true, correct, and complete. I give the state of Illinois and
the Social Security Administration permission to get records from anyone concerning information on this form. As permitted by law, and subject to resource
availability, I authorize the state of Illinois to apply on my behalf for any federal drug benefits I may be eligible to receive under the Medicare program.
X
19
21
_________________________________/___/___
__________________________ ____________
Claimant’s signature
Date
Preparer’s name (Please print or type.)
Phone number
X
20
_________________________________/___/___
Spouse’s signature (If living together)
Date
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Schedule C / IL-1363 (R-12/09)
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