Documents Needed on Medicaid Application for Elderly

Applying for Medicaid is a complex process, and during the process, it is important to submit the right documents to ensure a smooth and successful application. There are different types of authentic documents required on Medicaid applications for elderly, and here is a mini guide to know about them.

Citizenship Proof:

The Medicaid program prioritizes the citizens of the United States of America. Therefore, the applicants have to prove that they are citizens of this country. They can submit valid driver's licenses, birth certificates, passports and certificates of naturalization.

Valid Social Security Number(SSN):

A valid Social Security Number is essential for the Medicaid application for elderly. The applicants, along with their spouses, have to submit their SSNs. Social Security cards or documents from the Social Security Administration offices are valid and accepted by the Medicaid authorities.

Income Proof:

The Medicaid program is meant for low-income individuals, and therefore, the applicants have to prove that they have limited assets and not excess from the limits being drawn by Medicaid. The financial proof includes recent pay stubs, tax returns, W-2 forms or documents from another source of income.

Bank Statements and Financial Accounts:

When it comes to thinking about the Medicaid application for the elderly, the applicants have to submit documentation that proves that financial resources. These include bank statements and information on other financial accounts like savings, retirement accounts and investments. Once these documents are submitted, Medicaid scrutinizes them to determine their financial eligibility.

Property Documents:

The Medicaid program comes with specific asset limits, and applicants have to provide the asset documents. It includes vehicle titles, property deeds, and information on other valuable assets. By submitting these documents, you are exposing your assets to the Medicaid executives.

Medical Records and Health Information:

Health reports and medical reports are required to ensure whether the application has any medical issues or not. In such conditions, the applicants have to submit relevant medical records, diagnosis reports and reports of current health conditions. These documents ensure which type of Medicaid service you require while planning Medicaid applications for elderly.

Residence Proof:

Medicaid is known as a state-administered program, and the applicants have to prove that they live in a certain state where they want to get the benefits. To prove it, the applicants can submit utility bills, rental agreements or any other supportive documents that reveal the current address of the applicant.

Expense Document:

There are certain medical expenses required to let the authorities know about the allowable deductions. Submitting documents of out-of-pocket medical expenses, health insurance premiums, and other relevant costs can be important for a comprehensive assessment of financial eligibility.


Proper documents play a crucial role in Medicaid applications for elderly. Keeping these documents organized during the application will ensure faster approval without any denials.

Platinum Benefit Services is the most popular agency that assists Medicaid applicants in qualifying for this healthcare program. Our team plans and executes various strategies to safeguard your assets while getting qualified for the Medicaid program. 

Leave a Reply

Your email address will not be published.