There is an extensive amount of information requested by the Medicaid intake office. Medicaid requires 5 years of bank statements and all financial accounts.
Explanations and verification concerning any transaction made during that time period will requested as well as, documents such as:
- Life insurance info
- Vehicle info
- Marriage status
- VA benefits
- Health insurance info
- …And much more
Failure to comply with requests for information could lead to loss of coverage or denial of benefits.
It is not unusual for an application to take 5-6 months to complete. Complicated cases could stretch to 6 – 9 months.
We process Medicaid applications ONLY, and we work with families to answer questions presented by Medicaid.
Summit processes more Medicaid applications than anyone in New York State.
We do not do estate planning or give legal advice.