Every application is different, but the following documents are commonly required in New York.

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Personal and Insurance Documents

• Photo identification

• Social Security card

• Birth and marriage certificates

• Proof of New York residency

• Medicare and health-insurance cards

• Power of attorney or guardianship documents

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Proof of Income

• Social Security award letter

• Pension statements

• Retirement-account distributions

• Annuity income

• Employment or rental income

• Other recurring income

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3 months Financial statements 

• Checking and savings statements

• Certificates of deposit

• Investment accounts

• Retirement accounts

• Jointly owned accounts

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The number of statements required may depend on the applicant’s circumstances and current Medicaid rules.

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Property and Other Assets

• Deeds and property-tax bills

• Mortgage statements

• Life-insurance policies

• Annuity contracts

• Vehicle information

• Prepaid funeral or burial agreements

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Medical and Home-Care Information

• List of medical conditions

• Current medication list

• Doctors’ contact information

• Recent medical records

• Existing home-care schedule

• Home-care agency information

• Medical equipment and supply information

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Pooled Income Trust Documents

If a pooled trust is needed, Medicaid may request:

• Signed trust documents

• Proof of trust enrollment

• Disability documentation

• Proof of monthly income

• Medicaid spend-down calculation

• Proof of monthly trust deposits

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Information for a Spouse

If the applicant is married, Medicaid may also request the spouse’s income, assets, health-insurance costs and housing expenses.

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Need Help Gathering the Right Documents?

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Hudson Valley Medicaid Planning helps families review eligibility, organize documents, prepare Community Medicaid applications and coordinate pooled income trusts.

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Required documents vary by applicant and county. Medicaid or the selected long-term-care plan may request additional information.