Veteran's Benefits Checklist

Veteran's Benefits Checklist

CHECKLIST OF DOCUMENTS FOR
VETERAN'S BENEFITS ELIGIBILITY DETERMINATION

Please provide copies of the following information as it applies to your situation. If you choose, you may provide originals and we will make the copies.

APPLICANT'S PERSONAL INFORMATION

  1. Driver's License or Identification card
  2. Social security card
  3. Marriage certificate (if applicable); Divorce papers (if applicable)
  4. Birth Certificates for any minor children in the home
  5. Copy of Power of Attorney(s) Medical and/or Financial, Guardianship, or Conservator documents (if applicable)
  6. Health Insurance card(s) (both front and back)
  7. Current medical records: diagnosis, prognosis, etc. Note: FIA will provide the applicant with FIA Medical Examination Report form, as a disability determination by the Medical Review Team will be the deciding factor whether or not a person under 65 years of age is eligible for Medical Assistance.

INCOME/ASSET INFORMATION

  1. Proof of all income, including, but not limited to, paycheck stubs, social security and other retirement income, unemployment benefits or veterans benefits
  2. Current (within last 30 days) statements for all bank accounts, savings, checking, certificates of deposit, and retirement accounts, (including, but not limited to IRA's and 401(k)'s);
  3. Statements for all life insurance policies or annuities showing ownership, face value and current cash surrender value; (Life insurance policies with face value of $1500 or less are Exempt assets)
  4. Copies of all United States Savings Bonds
  5. Copy of all vehicle titles
  6. Copy of deeds for all real property
  7. Copy of Cemetery Lot Deed or burial accounts
  8. Copy of Prepaid Funeral Arrangements
  9. Documentation of any prior gifts from applicant in the past 36 months e.g. gifts to another for educational expenses; transfer of assets to another, etc.

LIABILITY INFORMATION

  1. Utility Bills
  2. House and car insurance policy statements
  3. Health Insurance premiums (personal or company paid)
  4. Mortgage payments or lot rent receipts
  5. Property taxes
  6. Medical bills for the last 3 months (if any)

ElderCare Law

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