Get Income And Asset Worksheet

The INCOME AND ASSET WORKSHEET is an essential document for individuals applying for Medicaid. This guide provides you with clear, step-by-step instructions to help you complete the form online, ensuring that you accurately report your income and assets.

Follow the steps to successfully complete the INCOME AND ASSET WORKSHEET.

1. Press the ‘Get Form’ button to access the worksheet online and open it for editing.
2. Begin by entering the general information of the institutionalized person, including their name, social security number, date of birth, citizenship status, nursing home details, and dates of hospital and nursing home admission.
3. Indicate whether the institutionalized person is a veteran and provide spouse or other relevant details.
4. Address any guardianship or conservatorship by marking yes or no, and provide necessary documentation if applicable.
5. In the income section, answer each item with yes or no. For all 'yes' responses, include the monthly amount and the payee for each type of income.
6. Proceed to the assets section. For each item, answer yes or no and provide documentation showing the current value of each asset owned, specifying ownership.
7. Complete the sections about trusts, deeds, gifts, one-time payments, and disabled children as applicable, ensuring accurate and complete information is provided.
8. Finally, gather all necessary documents listed on the form, such as social security cards, identification, and financial statements, to bring with you for your appointment.
9. Once completed, make sure to save your changes. You can download, print, or share the completed form for submission.

Start completing your INCOME AND ASSET WORKSHEET online today to ensure a smooth application process.