Your elder law attorney will have a complete list of the requirements and information that is needed for Ohio’s Medicaid application process. It is important to be open and honest about your loved one’s financial accounts, as the penalties for failing to provide information can cause loss of benefits, or worse.
Some basic items to gather before you meet with your attorney include:
- Proof of citizenship
- Marriage certificate or death certificate of spouse if widowed
- Photo ID
- Social security copies
- Medicare information
- Health insurance cards
- Information on any pre-paid funeral or burial plans
- All financial documents for look back period
- Open and closed bank account statements
- Life insurance policies
- Investment documents
- Annuities documents
- Previous years tax forms for look back period
