Request for Medicaid Planning Documents and Information

State:
Multi-State
Control #:
US-ATTY-19
Format:
Word; 
Rich Text
Instant download

Description

This form is used by a law firm to gather the necessary documents and information that is relevant to representng a cleint seeking Medicaid benefits.

Request for Medicaid Planning Documents and Information is a document that is used to request information from a Medicaid applicant or recipient. Typically, this document is used by a Medicaid applicant or recipient to request documents such as financial statements, income and asset documents, and other documents related to Medicaid or other government programs. The request can also be used to obtain information from a Medicaid caseworker, such as eligibility requirements, application process, and timelines for benefits. There are two types of Request for Medicaid Planning Documents and Information, including: 1. Reapplication Request: This type of request is used to obtain information prior to submitting a Medicaid application, such as income and asset documents, financial statements, and other documents related to the Medicaid application process. 2. Post-Application Request: This type of request is used to obtain additional information after submitting a Medicaid application. This type of request can be used to obtain documents such as medical records, proof of income, and other documents related to the Medicaid application process.

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FAQ

Four states, Alabama, Illinois, North Carolina, and South Carolina, continue to use the 1988 federally set minimum Personal Needs Allowance of $30 / month. This means the PNA in these states has not changed in over 30 years.

Asset disregard means the total assets an individual can own and maintain under Medicaid and still qualify for benefits at the time the individual applies for benefits: Sample 1.

Income & Asset Limits for Eligibility 2023 South Carolina Medicaid Long-Term Care Eligibility for SeniorsType of MedicaidSingleIncome LimitAsset LimitInstitutional / Nursing Home Medicaid$2,742 / month$2,000Medicaid Waivers / Home and Community Based Services$2,742 / month?$2,0001 more row ?

What does SC Medicaid Cover? There are five South Carolina Medicaid plans, all of which are very similar. Plans are Absolute Total Care, Healthy Blue by BlueChoice of SC, First Choice by Select Health of South Carolina, WellCare, and Molina Healthcare of SC.

Partners for Healthy Children (PHC) Family SizeMonthly Income (Effective 3/1/2023)12,527.2023,418.1334,309.0645,200.005 more rows

If you think you may qualify for Medicaid, please complete an online Medicaid application at apply.scdhhs.gov. Apply in person at your local county office, or contact our main customer service line at (888) 549-0820.

Partners for Healthy Children (PHC) Family SizeMonthly Income (Effective 3/1/2023)12,527.2023,418.1334,309.0645,200.005 more rows

The general Medicaid eligibility rule is that a person can't have more than $2,000 in countable assets. If you are trying to become eligible for Medicaid to pay long-term care costs, you may need to spend down your assets or use other strategies to qualify.

More info

Please read the entire form. • Print the requested information in the unshaded sections.A caseworker reviews the application and supporting materials to determine whether or not the applicant meets the requirements for eligibility. Step 3 Gather supporting documents to accompany the application ; Proof of Life Insurance Assignment, If relevant and lists beneficiaries. Proof of income. Applying for Medicaid, or Medical Assistance, for longterm care costs can be daunting. Get organized before a medical emergency! Use this checklist to get your legal and financial papers in order. CMS must approve, disapprove, or issue a formal request for additional information within 60 calendar days. Check your Medicaid notice or contact your state Medicaid office for more information.

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Request for Medicaid Planning Documents and Information