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Richard M. Barron

attorney at law

Member National Academy of Elder Law Attorneys


"Documents You'll Need Before You Proceed"


we will need the following to audit your file and determine qualification

*Statements from bank and brokerage accounts for the past 3month

                       *Bank, brokerage, etc.

                       *Closed Accounts in the last 36 months showing zero balance

                       *Statements showing transfer or "chip" transactions

                       *Certificates of Deposit

*Stock Certificates, bonds, CDs, U.S. government bonds, municipals, annuities not held in brokerage accounts

* Individual Retirement Accounts (IRAs) or any other deferred  compensation plans including the last annual statement showing income and distributions

*Prepaid burial or cremation contract, deed to cemetery plot, special burial bank account

*Title's) issued by Department of Motor Vehicles for automobile, mobile home, boat, trailer, truck, van, recreational vehicle and insurance policy for automobiles or other vehicles.

* Deed to residence, current real estate tax bill, homeowner's insurance policy and premium statement

* Copy of deed(s), tax bill, and proof of insurance for any other real property.  If for sale, listing agreement and statement of fair market value from realtor. Any mortgages, titles or notes on any other real property.

* Life, Accident, Health, Auto & Property insurance policies.  Pages needed are the cover page and declarations page that lists the information about the policy and the beneficiary information.

* Income verification from Social Security, Veterans Administrations, Civil Services, pension, IRA distributions

* Mortgage and/or promissory note owing to you.

* Income tax returns and intangible tax returns for the past three (3) years

* Medical expense records

* Income Tax returns for past 3 years

*Credit Cards and charge account balances, names & numbers

*Location and inventory or personal, valued items

*Any debt balances of any sort.

*Any income of any sort.

Copies we will need to complete Medicaid application

  • Most recent nursing home bill

  • Personal documentation: Social Security cards, Medicare cards,  Medicaid Cars,birth certificates, and marriage license, divorce decrees, naturalization and adoption papers, or any information that you can provide for the above

  • Medicare EOMB's (Explanation of Medical Benefits)

  • Education and Military  records and/or discharge papers

  • Supplemental health insurance card, policy, and current premium statement

  • Long term care policy.  Please include benefit page.

  • Award letter from Social Security Disability or Supplemental Security Income.

  • Names and Address of children (or location of death certificates, if any of your children or your spouse is deceased)

  • List of employers and dates of employment

  • Location of Wills and Trust (you do not need to disclose contents)

  • Durable Powers of Attorney, Durable Powers of Attorney for Health Care, Living Wills, and Funeral Plans

  • Name, address and phone numbers of close friends and relatives

  • Name, address and phone numbers for doctors, pharmacists, emergency services and hospitals

  • Health Charts: Medical conditions; allergies, dates and descriptions or past illnesses, operations and immunizations


  • Skip the items on our list that do not apply.

  • If the Medicaid applicant is married, we will need information about both spouses.

  • If you are unable to supply copies of the above listed items, our office will send your original information to a professional copy service and bill you for the copies.

Call Us at : 903-564-3663


Legal Disclaimer

This information has been provided for informational purposes only.  It does not constitute legal advice. 

The receipt of this information does not establish an attorney-client privilege.

Proper legal advice can only be given upon consideration of all the relevant facts and the law. 

Therefore, you should not act upon any information contained herein without seeking

appropriate legal counsel.  

Richard M. Barron

Attorney at Law

209 E. Main Street

Whitesboro, Texas 76273

903-564-3663, 800-939-9093

Fax - 903-564-5562

email - [email protected]