2011 Schedule C - Pharmaceutical Benefits - Illinois Department On Aging Page 2

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11
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.
Bank Accounts (checking, savings and certificates of deposit) .....................................
a
a
b
Stocks, bonds, savings bonds, mutual funds, individual retirement accounts
b
and similar investments .................................................................................................
c
c
Any other cash at home or elsewhere ...........................................................................
12
Do you plan to use any of the savings or resources on Lines 11a, 11b and 11c, to pay for funeral
and burial expenses for yourself or your spouse?
F
F
F
F
You: yes
no
Spouse (If living together): yes
no
13
Other than your home and the property on which it is located, do you or your spouse own any real estate?
F
F
yes
no
14
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
15
Have any of the amounts listed in Lines 14a, 14b, 14c, 14d, or 14e decreased in the last two years?
F
F
F
F
You: yes
no
Spouse (If living together): yes
no
You
Spouse
F
F
F
F
16 a
Do you get Social Security benefits for a disability? .......................... yes
no
yes
no
F
F
F
F
Do you get Social Security benefits because you are blind? ............. yes
b
no
yes
no
If “yes” for either Lines 16a or 16b and you pay for special
c
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.
17
X
19
_________________________________/___/___
__________________________ ____________
Claimant’s signature
Date
Preparer’s name (Please print or type.)
Phone number
X
18
_________________________________/___/___
Spouse’s signature (If living together)
Date
Reset Form
Print
2 of 2 • Schedule C / IL-1363 (R-12/11)

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