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Your
Important Documents and How to Organize Them
We
can all benefit from a little organization, right? You are now
preparing for a Medicaid application and organization is essential!
The following is a list of information you should have in writing.
PERSONAL INFORMATION
FOR YOU/YOUR SPOUSE
- Location
of: birth certificates; marriage certificate; social security
cards; divorce decrees; naturalization and adoption papers
- Names
and addresses of children (or location of death certificates,
if any of your children or your spouse is deceased)
- Education
and military records
- List
of employers and dates of employment
- Names,
addresses and phone numbers of close friends and relatives
- Location
of Wills and Trusts (you do not need to disclose contents)
- Durable Powers
of Attorney, Durable Powers of Attorney for Health Care, Living
Wills, Funeral Plans
MEDICAL
INFORMATION FOR YOU/YOUR SPOUSE
FINANCIAL
INFORMATION FOR YOU/YOUR SPOUSE
- Real estate
deeds, mortgages, titles, notes
- Social Security
earnings records and information
- Sources of
income, pensions, interest, dividends, etc.
- Investments:
Certificates of Deposit; Stock Certificates; Bonds; Notes; Savings
Bonds
- Insurance
policies: Life; Accident; Health; Auto; Property
- Medical expense
records
- Names, addresses
and phone numbers for lawyers and financial advisors
- Bank accounts
- numbers and addresses: checking; savings; credit unions
- Location
of safety deposit box and key (including list of contents)
- Copies of
federal, state and local income tax returns (last 6 years)
- Property
tax statements
- Loans owed
and status
- Automotive
titles, registrations, bills of sale
- Business
and partnership agreements
- Liabilities:
what is owed, to whom, when
- Credit cards
and charge accounts (names and numbers)
- Location
and inventory of personal, valued items
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