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Medicaid Documentation Requirements

Medicaid is federally funded health care. Although the federal government sets the basic guidelines, each state has its own eligibility requirements and income restrictions. After determining you meet the Medicaid eligibility criteria, you will need to complete an application. Contact your local department of health and human services for information on obtaining an application. Along with your application, certain documents need to be submitted.

  1. Identity and Citizenship

    • You will be required to submit certain documents to verify the identity and citizenship for all household members applying for coverage. A U.S. passport, Social Security card, certified birth certificate copy, Certificate of Naturalization and government-issued identification card are common documents used to verify both identity and citizenship. If you do not have these documents available, a health or life insurance record established five years prior to your application is acceptable. A statement from a doctor or midwife in attendance at the time of your birth, created at least five years prior to applying for Medicaid, will also suffice.

    Identification for Children

    • For children under 16 years of age, the most common proof of identification is a certified copy of the young person's birth certificate. If you are unable to obtain a birth certificate, you can submit school records. If the children are not of school age, day care or nursery school records will be acceptable. When no other identity documents are available, the parent or legal guardian may sign a sworn affidavit to verify identity.

    Income and Expenses

    • All sources of income, both earned and unearned, are counted. You will need to supply eight consecutive weeks of pay stubs, statements showing interest from bank accounts, a Social Security Income Benefit Statement or child support orders. Some Medicaid applicants will need to submit copies of all expenses. If you are applying for Medicaid for a nursing home, supply a copy of all monthly bills and expenses. Some examples include public service, water, phone, electric, gas, automobile insurance, homeowner's insurance, condo or homeowner's association fees, mortgage, rent, prescriptions and supplemental insurance.

    Resources

    • Since resources are limited for certain eligibility groups, you may be asked to supply proof of assets. If you have a life insurance policy, you will need a letter from the company stating the cash value and current cash value. Disclosure of funeral and burial policies may also be necessary. Provide a copy of your automobile registration or car title. Bank account statements for the past six months and statements from stocks, IRA and 401ks are required. If you own a home, a property tax statement or the deed will be necessary.

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